We are live on ! Find out more
INTU icon

Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1101
Bernardo Wealth Planning
Pennsylvania
$387K +$12.4K +23 +3%
IDA
1102
Intelligence Driven Advisers
California
$384K -$30.2K -56 -7%
GA
1103
Geller Advisors
New York
$384K +$24.8K +46 +7%
SCM
1104
Schnieders Capital Management
California
$379K -$52.8K -98 -12%
FAFN
1105
First Affirmative Financial Network
Colorado
$379K +$379K +703 New
FSC
1106
Full Sail Capital
Oklahoma
$378K – – –
NFSG
1107
Newbridge Financial Services Group
Florida
$378K – – –
AIC
1108
Argus Investors Counsel
New York
$376K +$76K +141 +25%
JWM
1109
Janiczek Wealth Management
Colorado
$375K +$80.3K +149 +27%
CWP
1110
Curated Wealth Partners
California
$372K -$60.4K -112 -14%
LJAC
1111
L.J. Altfest & Co
New York
$372K -$11.3K -21 -3%
ESB
1112
Essex Savings Bank
Connecticut
$372K -$10.8K -20 -3%
OCM
1113
One Capital Management
California
$372K -$7.01K -13 -2%
AC
1114
Abbrea Capital
California
$370K +$32.3K +60 +10%
WKWM
1115
Walter & Keenan Wealth Management
Indiana
$368K +$13.5K +25 +4%
RDWM
1116
Red Door Wealth Management
Tennessee
$368K +$355K +659 +2,746%
CCM
1117
Coldstream Capital Management
Washington
$367K -$158K -293 -21%
EFS
1118
Essex Financial Services
Connecticut
$367K +$17.2K +32 +5%
CWM
1119
Circle Wealth Management
New Jersey
$365K -$469K -870 -56%
AWM
1120
Aevitas Wealth Management
Massachusetts
$365K +$539 +1 +0.1%
JGUA
1121
John G. Ullman & Associates
New York
$364K – – –
LIA
1122
LS Investment Advisors
Michigan
$364K – – –
SLT
1123
St Louis Trust
Missouri
$364K – – –
GLLW
1124
Graves Light Lenhart Wealth
Virginia
$360K – – –
CWM
1125
Concentrum Wealth Management
California
$359K – – –
43 44
45
46 47