We are live on ! Find out more
INTU icon

Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1026
Curi RMB Capital
Illinois
$330K -$68.2K -177 -17%
DIS
1027
Diversified Investment Strategies
Louisiana
$329K -$38.5K -100 -10%
BS
1028
Boenning & Scattergood
Pennsylvania
$324K – – –
VPI
1029
Value Partners Investments
Manitoba, Canada
$324K +$117K +304 +56%
IAN
1030
Integrated Advisors Network
Texas
$322K -$31.2K -81 -9%
DWT
1031
Dorsey & Whitney Trust
South Dakota
$322K +$4.24K +11 +1%
PAMP
1032
Polar Asset Management Partners
Ontario, Canada
$320K -$297K -771 -48%
PS
1033
Planned Solutions
California
$319K +$100K +260 +45%
SS
1034
Simplicity Solutions
Minnesota
$318K -$5.72M -14,843 -95%
CPA
1035
Clear Perspective Advisors
Illinois
$318K – – –
HZ
1036
Hixon Zuercher
Ohio
$318K – – –
LB
1037
Legacy Bridge
Iowa
$318K +$77K +200 +32%
RMC
1038
Resources Management Corp
Connecticut
$316K – – –
FHA
1039
Flagship Harbor Advisors
Massachusetts
$316K +$1.16K +3 +0.4%
SP
1040
Successful Portfolios
Florida
$316K +$2.69K +7 +0.9%
CWP
1041
Curated Wealth Partners
California
$313K +$17.3K +45 +6%
CAM
1042
Concorde Asset Management
Michigan
$313K +$314K +816 New
IFS
1043
Ifrah Financial Services
Arkansas
$312K -$9.24K -24 -3%
AF
1044
Arrow Financial
New York
$310K – – –
BCWM
1045
Bartlett & Co Wealth Management
Ohio
$308K -$38.5K -100 -11%
BC
1046
Bartlett & Co
Ohio
$308K -$38.5K -100 -11%
MGIM
1047
M&G Investment Management
United Kingdom
$307K -$74.7K -194 -19%
ECM
1048
Elgethun Capital Management
South Dakota
$307K +$385 +1 +0.1%
MIAS
1049
Mason Investment Advisory Services
Virginia
$306K – – –
WA
1050
WESPAC Advisors
California
$306K -$59.7K -155 -16%
40 41
42
43 44