We are live on ! Find out more
INTU icon

Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
BTW
1226
Boston Trust Walden
Massachusetts
$305K -$701K -2,012 -63%
GC
1227
Globeflex Capital
California
$303K +$404K +1,161 New
SIC
1228
Samalin Investment Counsel
New York
$303K +$404K +1,159 New
BMO
1229
Beck Mack & Oliver
New York
$302K – – –
MFG
1230
Magnus Financial Group
New York
$302K +$697 +2 +0.2%
ACM
1231
Advisors Capital Management
New Jersey
$301K -$81.2K -233 -17%
FGWP
1232
Founders Grove Wealth Partners
Virginia
$301K +$401K +1,152 New
II
1233
Impact Investors
California
$300K +$108K +311 +37%
CWA
1234
CM Wealth Advisors
Ohio
$298K +$5.92K +17 +2%
CLOS
1235
Compagnie Lombard Odier SCmA
Switzerland
$298K – – –
DSC
1236
Daytona Street Capital
Missouri
$296K +$229K +656 +155%
AT
1237
American Trust
Kentucky
$295K +$14.6K +42 +4%
GH
1238
GAM Holding
Switzerland
$295K -$855K -2,454 -68%
BFF
1239
Byrne Financial Freedom
Massachusetts
$294K +$393K +1,127 New
Vanguard National Trust
1240
Vanguard National Trust
Pennsylvania
$293K +$251K +722 +180%
EFS
1241
Essex Financial Services
Connecticut
$291K -$31.7K -91 -8%
HCA
1242
Hardworking Capital Advisors
California
$290K -$22.6K -65 -6%
CIG
1243
Cascade Investment Group
Colorado
$289K -$103K -295 -21%
OC
1244
Oarsman Capital
Wisconsin
$288K -$1.27M -3,639 -77%
BCM
1245
Brookstone Capital Management
Illinois
$285K -$10.8M -31,041 -97%
AW
1246
Alteri Wealth
California
$285K -$55.7K -160 -13%
AA
1247
Alta Advisers
United Kingdom
$284K – – –
HFS
1248
Howard Financial Services
Texas
$284K +$379K +1,088 New
VCA
1249
Verdence Capital Advisors
Maryland
$283K -$2.44K -7 -0.6%
TWM
1250
Trueblood Wealth Management
Ohio
$283K -$32.4K -93 -8%