We are live on ! Find out more
INTU icon

Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1176
Trek Financial
Arizona
$843K +$337K +527 +65%
PCG
1177
PFC Capital Group
California
$842K -$3.19K -5 -0.4%
BMCM
1178
Bryn Mawr Capital Management
Pennsylvania
$835K -$197K -308 -19%
HG
1179
Harbor Group
New Hampshire
$835K – – –
PWP
1180
Principle Wealth Partners
Connecticut
$835K +$75.4K +118 +10%
FAIM
1181
Financial Advocates Investment Management
Washington
$834K +$68.4K +107 +9%
TS
1182
Triglav Skladi
Slovenia
$833K +$847K +1,325 New
AC
1183
AlphaCore Capital
California
$832K -$176K -276 -17%
CPC
1184
Consolidated Planning Corp
Georgia
$830K -$96.5K -151 -10%
HWA
1185
HCR Wealth Advisors
California
$822K +$1.28K +2 +0.2%
HPM
1186
Hoxton Planning & Management
West Virginia
$821K -$2.56K -4 -0.3%
AW
1187
Alteri Wealth
California
$820K +$834K +1,305 New
IIA
1188
ICW Investment Advisors
Arizona
$814K +$209K +327 +34%
SIP
1189
Stoneridge Investment Partners
Pennsylvania
$813K – – –
LFA
1190
Legacy Financial Advisors
Kentucky
$812K +$55.6K +87 +7%
MW
1191
Marcum Wealth
Ohio
$811K +$7.67K +12 +0.9%
SMA
1192
Sage Mountain Advisors
Georgia
$806K +$72.8K +114 +10%
TW
1193
TrinityPoint Wealth
Connecticut
$805K +$23K +36 +3%
WCM
1194
Weaver Capital Management
Georgia
$805K +$60.1K +94 +8%
PCM
1195
Park Capital Management
Wisconsin
$804K +$817K +1,279 New
SHFA
1196
SS&H Financial Advisors
Michigan
$802K – – –
NHT
1197
New Hampshire Trust
New Hampshire
$801K +$10.2K +16 +1%
BIP
1198
Blueprint Investment Partners
North Carolina
$798K +$429K +671 +112%
BHBT
1199
Burke & Herbert Bank & Trust
Virginia
$796K – – –
AWM
1200
Act Wealth Management
Texas
$795K – – –
46 47
48
49 50