We are live on ! Find out more
INTU icon

Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1801
Custom Portfolio Group
Colorado
$69.5K – – –
DMBA
1802
Deseret Mutual Benefit Administrators
Utah
$68.9K -$1.28K -2 -2%
AA
1803
Addison Advisors
Vermont
$66.3K +$1.28K +2 +2%
PAM
1804
Palisade Asset Management
Minnesota
$65K +$63.8K +100 New
LI
1805
LRI Investments
Florida
$64.3K +$63.2K +99 New
DF
1806
DecisionPoint Financial
Arizona
$63.7K – – –
OIAM
1807
OFI Invest Asset Management
France
$63.2K +$3.83K +6 +6%
OA
1808
Operose Advisors
Wisconsin
$61.8K -$53.6K -84 -47%
EC
1809
EntryPoint Capital
New York
$60.5K +$59.4K +93 New
FMP
1810
Financial Management Professionals
Texas
$60K -$31.3K -49 -35%
HB
1811
Horizon Bancorp
Indiana
$60K -$3.19K -5 -5%
CA
1812
Continuum Advisory
Idaho
$58.9K +$60K +94 New
TFA
1813
Toth Financial Advisory
Virginia
$58.6K -$7.66K -12 -12%
PSB
1814
Piscataqua Savings Bank
New Hampshire
$58.5K -$10.9K -17 -16%
LWANC
1815
Laurel Wealth Advisors (North Carolina)
North Carolina
$57.9K – – –
AWM
1816
Abound Wealth Management
Tennessee
$57.5K -$6.38K -10 -10%
AWM
1817
Activest Wealth Management
Florida
$56.7K – – –
PAG
1818
Paladin Advisory Group
Iowa
$55.7K – – –
SWA
1819
SOA Wealth Advisors
New York
$54.6K -$31.9K -50 -37%
WB
1820
Webster Bank
Connecticut
$52.6K +$10.2K +16 +25%
CPG
1821
Cornerstone Planning Group
New Jersey
$52.2K -$18.5K -29 -26%
KFI
1822
Key Financial Inc
Pennsylvania
$52K – – –
A
1823
AlphaQuest
New York
$51.4K +$50.4K +79 New
GWSG
1824
GPS Wealth Strategies Group
Colorado
$50.3K – – –
FUBT
1825
First United Bank & Trust
Maryland
$48.1K – – –
71 72
73
74 75