We are live on ! Find out more
INTU icon

Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
NG
1176
Navigation Group
California
$336K
PCM
1177
Palisade Capital Management
New Jersey
$336K -$74.5K -214 -14%
RWA
1178
Rooted Wealth Advisors
Illinois
$336K +$205K +589 +84%
DE
1179
Diversified Enterprises
Delaware
$335K -$1.74K -5 -0.4%
WA
1180
Waddell & Associates
Tennessee
$334K -$62.7K -180 -12%
PL
1181
Parthenon LLC
Kentucky
$333K
WFPG
1182
Waller Financial Planning Group
Ohio
$332K
WAM
1183
Weatherly Asset Management
California
$332K -$56.8K -163 -11%
BWFA
1184
Baltimore-Washington Financial Advisors
Maryland
$331K
EP
1185
Essential Partners
California
$331K +$129K +371 +41%
SLA
1186
Silver Lake Advisory
Utah
$331K -$34.8K -100 -7%
OIA
1187
OneDigital Investment Advisors
Kansas
$330K -$396K -1,136 -47%
TC
1188
TwinBeech Capital
New York
$330K +$440K +1,264 New
HT
1189
Heritage Trust
Oklahoma
$330K -$3.83K -11 -0.9%
PCM
1190
Park Capital Management
Wisconsin
$329K -$51.6K -148 -11%
GWA
1191
Gratus Wealth Advisors
Virginia
$329K -$4.53K -13 -1%
AWM
1192
Aprio Wealth Management
Georgia
$329K -$89.9K -258 -17%
JMFC
1193
J.M. Forbes & Co
Massachusetts
$329K -$131K -375 -23%
MMG
1194
Monetary Management Group
Missouri
$329K
SIA
1195
Soltis Investment Advisors
Utah
$328K -$87.1K -250 -17%
Betterment LLC
1196
Betterment LLC
New York
$328K +$121K +348 +38%
EW
1197
Expressive Wealth
Illinois
$327K +$106K +303 +32%
AWM
1198
Act Wealth Management
Texas
$325K
TAFW
1199
Tred Avon Family Wealth
Maryland
$324K -$19.2K -55 -4%
EB
1200
Eastern Bank
Massachusetts
$324K -$8.06M -23,135 -95%