We are live on ! Find out more
INTU icon

Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1176
Institute for Wealth Management
Colorado
$841K +$180K +282 +26%
BFO
1177
Boston Family Office
Massachusetts
$836K – – –
MIA
1178
MMBG Investment Advisors
Florida
$835K – – –
PCG
1179
PFC Capital Group
California
$835K – – –
QWM
1180
Quadcap Wealth Management
Texas
$835K +$101K +159 +13%
WHCI
1181
W.H. Cornerstone Investments
Massachusetts
$832K -$46K -72 -5%
NFA
1182
Northern Financial Advisors
Michigan
$832K – – –
PA
1183
Pinnacle Associates
New York
$830K +$14K +22 +2%
HIA
1184
Harbor Investment Advisory
Maryland
$829K -$1.92K -3 -0.2%
EFS
1185
Essex Financial Services
Connecticut
$826K +$16K +25 +2%
HG
1186
Harbor Group
New Hampshire
$825K – – –
LIM
1187
Leavell Investment Management
Alabama
$825K -$26.8K -42 -3%
CWP
1188
Concord Wealth Partners
Virginia
$819K +$59.4K +93 +8%
RWPA
1189
Richard W. Paul & Associates
Michigan
$819K -$10.2K -16 -1%
HPM
1190
Hoxton Planning & Management
West Virginia
$814K +$33.8K +53 +4%
HWA
1191
HCR Wealth Advisors
California
$811K +$223K +350 +37%
SIP
1192
Stoneridge Investment Partners
Pennsylvania
$804K +$46.6K +73 +6%
T
1193
Tidemark
California
$803K +$811K +1,271 +5,777%
BWP
1194
Baldwin Wealth Partners
Massachusetts
$800K +$293K +459 +55%
MW
1195
Marcum Wealth
Ohio
$794K -$276K -433 -25%
PP
1196
PDS Planning
Ohio
$793K +$47.9K +75 +6%
OR
1197
Olympiad Research
Connecticut
$793K +$381K +597 +88%
VCA
1198
Verdence Capital Advisors
Maryland
$792K -$638 -1 -0.1%
SHFA
1199
SS&H Financial Advisors
Michigan
$792K – – –
WA
1200
Wealth Architects
California
$789K +$23.6K +37 +3%
46 47
48
49 50