We are live on ! Find out more
INTU icon

Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
1076
Ulland Investment Advisors
Minnesota
$450K -$190K -480 -29%
HFW
1077
Horizon Family Wealth
Illinois
$447K -$397 -1 -0.1%
PFM
1078
Parsec Financial Management
North Carolina
$447K -$27.8K -70 -6%
TA
1079
Trellis Advisors
Washington
$447K -$3.17K -8 -0.7%
WPP
1080
Whalerock Point Partners
Rhode Island
$446K +$11.9K +30 +3%
IFWM
1081
Institute for Wealth Management
Colorado
$442K – – –
AIC
1082
Argus Investors Counsel
New York
$442K +$19K +48 +4%
FIM
1083
Freedom Investment Management
Connecticut
$441K -$47.2K -119 -10%
FNBT
1084
FineMark National Bank & Trust
Florida
$441K +$17.1K +43 +4%
NL
1085
NVWM LLC
Pennsylvania
$440K -$273K -687 -38%
C
1086
Certuity
Florida
$437K -$57.5K -145 -11%
SICM
1087
Sustainable Insight Capital Management
New York
$430K -$32.1K -81 -7%
RWB
1088
RMR Wealth Builders
New Jersey
$429K +$17.1K +43 +4%
CAM
1089
Concorde Asset Management
Michigan
$423K +$397 +1 +0.1%
WA
1090
Wealth Architects
California
$420K -$9.12K -23 -2%
BS
1091
Boenning & Scattergood
Pennsylvania
$420K – – –
IWM
1092
IHT Wealth Management
Illinois
$417K -$6.35K -16 -1%
PCA
1093
Pallas Capital Advisors
Massachusetts
$413K -$36.5K -92 -8%
AC
1094
Avestar Capital
New York
$412K +$16.7K +42 +4%
FFM
1095
Forum Financial Management
Illinois
$412K -$147K -370 -26%
DF
1096
Donoghue Forlines
Massachusetts
$412K -$48.4K -122 -10%
MFG
1097
Magnus Financial Group
New York
$412K +$1.59K +4 +0.4%
LFAS
1098
Level Four Advisory Services
Texas
$412K +$11.1K +28 +3%
YC
1099
Yarbrough Capital
Tennessee
$411K – – –
WAG
1100
Wallace Advisory Group
California
$410K +$418K +1,054 New
42 43
44
45 46