We are live on ! Find out more
INTU icon

Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
1401
B. Riley Wealth Advisors
Florida
$201K -$168K -481 -39%
GFA
1402
Godfrey Financial Associates
New York
$200K – – –
BWA
1403
Basecamp Wealth Advisors
Washington
$200K +$14.6K +42 +6%
OL
1404
OneFund LLC
Florida
$197K -$3.83K -11 -1%
GCP
1405
Gill Capital Partners
Colorado
$196K – – –
MCM
1406
Manchester Capital Management
Vermont
$195K -$5.92K -17 -2%
CBT
1407
CoreFirst Bank & Trust
Kansas
$193K – – –
CIP
1408
Castlefield Investment Partners
$190K +$55.4K +159 +28%
CSPIA
1409
Cary Street Partners Investment Advisory
Virginia
$188K -$341K -979 -58%
CAM
1410
Costello Asset Management
Pennsylvania
$187K – – –
USB
1411
Union Savings Bank
Connecticut
$184K – – –
PK
1412
Pflug Koory
Nebraska
$183K – – –
PG
1413
Proffitt & Goodson
Tennessee
$178K +$19.9K +57 +9%
DWM
1414
Dogwood Wealth Management
Kansas
$177K +$39.4K +113 +20%
OC
1415
Oakworth Capital
Alabama
$176K – – –
APW
1416
Aventura Private Wealth
Florida
$175K -$82.6K -237 -26%
AIM
1417
Acropolis Investment Management
Missouri
$171K +$697 +2 +0.3%
GWS
1418
Greykasell Wealth Strategies
California
$170K -$420K -1,205 -65%
DCM
1419
Dorato Capital Management
Colorado
$167K +$57.5K +165 +37%
PWMG
1420
Prestige Wealth Management Group
New Jersey
$165K -$34.8K -100 -14%
TWIM
1421
TIAA Wealth Investment Management
New York
$163K -$17.7M -50,897 -99%
SWM
1422
Spire Wealth Management
Virginia
$162K -$218K -626 -50%
QPBE
1423
Quintet Private Bank (Europe)
Luxembourg
$162K -$519K -1,490 -71%
ORAM
1424
One River Asset Management
Connecticut
$162K +$23K +66 +12%
PAM
1425
Paradigm Asset Management
New York
$157K -$279K -800 -57%
55 56
57
58 59