We are live on ! Find out more
INTU icon

Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
2026
Binnacle Investments
Iowa
$70.3K +$1.44K +2 +2%
GWSG
2027
GPS Wealth Strategies Group
Colorado
$68K – – –
SVWA
2028
Sarver Vrooman Wealth Advisors
Missouri
$66.9K – – –
MWA
2029
Medallion Wealth Advisors
Connecticut
$66.2K – – –
SIC
2030
SJS Investment Consulting
Ohio
$64.9K +$66.3K +92 +3,067%
RS
2031
Rakuten Securities
Japan
$64.2K +$14.4K +20 +27%
SSG
2032
Summit Securities Group
New York
$62.1K +$65.6K +91 New
RWS
2033
Retirement Wealth Solutions
Wisconsin
$61.6K -$721 -1 -1%
HNB
2034
Hilltop National Bank
Wyoming
$60.8K – – –
PAG
2035
Paladin Advisory Group
Iowa
$58.7K – – –
AWM
2036
Abound Wealth Management
Tennessee
$58.6K – – –
HFS
2037
Hughes Financial Services
Virginia
$58.1K – – –
KFI
2038
Key Financial Inc
Pennsylvania
$57.8K -$2.16K -3 -3%
RA
2039
Ransom Advisory
Rhode Island
$57.4K – – –
SGK
2040
Steigerwald Gordon & Koch
Virginia
$56.7K +$59.8K +83 New
AWM
2041
Accredited Wealth Management
Kentucky
$56.7K +$156K +217 +261%
CJ
2042
Caitlin John
Michigan
$55.5K +$58.4K +81 New
AEPWM
2043
Atlantic Edge Private Wealth Management
Florida
$55.3K – – –
S
2044
Sachetta
Massachusetts
$53.3K +$10.8K +15 +24%
RCM
2045
Raleigh Capital Management
North Carolina
$53.2K -$2.88K -4 -5%
WIM
2046
Westside Investment Management
California
$52.3K +$31K +43 +126%
CIAS
2047
CBIZ Investment Advisory Services
Ohio
$51.9K +$2.88K +4 +6%
DF
2048
Dunhill Financial
United Kingdom
$51.5K – – –
KB
2049
Kimelman & Baird
New York
$51.2K – – –
KPP
2050
Kings Path Partners
Texas
$49.2K – – –
80 81
82
83 84