We are live on ! Find out more
INTU icon

Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
1401
Permanens Capital
New York
$605K +$604K +914 New
EWA
1402
Eagle Wealth Advisors
Connecticut
$603K +$602K +911 New
TIA
1403
Tiemann Investment Advisors
California
$601K -$66.7K -101 -10%
WA
1404
Wealth Architects
California
$600K -$110K -166 -15%
GGI
1405
Godsey & Gibb Inc
Virginia
$599K – – –
TCOT
1406
Trust Company of Toledo
Ohio
$599K +$231K +349 +63%
HHCP
1407
Hilton Head Capital Partners
South Carolina
$599K +$598K +905 New
BDFN
1408
Bond & Devick Financial Network
Minnesota
$599K -$661 -1 -0.1%
ECA
1409
Elevated Capital Advisors
Utah
$598K -$111K -168 -16%
AAS
1410
Ameritas Advisory Services
Nebraska
$598K +$371K +561 +164%
LA
1411
Lifeworks Advisors
Michigan
$598K +$199K +301 +50%
SACTSONJ
1412
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$596K – – –
TSW
1413
Three Seasons Wealth
Utah
$596K +$24.4K +37 +4%
GWP
1414
Gen-Wealth Partners
Michigan
$595K -$282K -426 -32%
TWP
1415
Tyche Wealth Partners
Texas
$593K +$592K +896 New
JWA
1416
JFS Wealth Advisors
Pennsylvania
$590K +$8.59K +13 +1%
FF
1417
Foundry Financial
California
$588K +$587K +888 New
RWP
1418
Revolve Wealth Partners
New Jersey
$588K +$9.91K +15 +2%
SS
1419
SBI Securities
Japan
$588K +$87.2K +132 +17%
WFA
1420
Wellspring Financial Advisors
Ohio
$587K +$585K +886 New
KIA
1421
KCM Investment Advisors
California
$584K +$11.9K +18 +2%
CT
1422
Caldwell Trust
Florida
$583K – – –
SL
1423
Summitry LLC
California
$582K +$12.6K +19 +2%
BFA
1424
Beaumont Financial Advisors
Massachusetts
$579K +$17.8K +27 +3%
WG
1425
Wellington Group
Indiana
$579K +$578K +874 New
55 56
57
58 59