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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1776
Golden State Wealth Management
California
$211K +$214K +335 New
SCA
1777
Sandy Cove Advisors
Massachusetts
$211K +$6.39K +10 +3%
DWM
1778
DecisionMap Wealth Management
Virginia
$211K +$214K +335 New
S
1779
Sunpointe
Missouri
$210K -$1.28K -2 -0.6%
RA
1780
Resolute Advisors
California
$210K +$213K +334 New
WA
1781
Westfuller Advisors
New York
$209K – – –
GGS
1782
Galvin Gaustad & Stein
Arizona
$209K – – –
FMTC
1783
Farmers & Merchants Trust Company
California
$208K +$212K +331 New
UBV
1784
United Bank (Virginia)
Virginia
$207K -$8.95K -14 -4%
ACI
1785
Alpha Cubed Investments
California
$207K +$210K +329 New
IEFM
1786
IQ EQ Fund Management
Ireland
$206K +$1.92K +3 +0.9%
IFS
1787
Ifrah Financial Services
Arkansas
$206K -$6.39K -10 -3%
NGA
1788
Naples Global Advisors
Florida
$206K – – –
GSEP
1789
Golden State Equity Partners
California
$206K +$122K +191 +140%
AFC
1790
AFT Forsyth & Company
Florida
$206K -$61.3K -96 -23%
KNW
1791
Kesler Norman & Wride
Utah
$205K -$1.01M -1,582 -83%
ZF
1792
Zhang Financial
Michigan
$204K +$208K +325 New
PFA
1793
Pure Financial Advisors
California
$204K +$208K +325 New
I
1794
INVST
Indiana
$204K -$1.28K -2 -0.6%
OPW
1795
Osprey Private Wealth
New York
$204K – – –
SIA
1796
SGL Investment Advisors
Montana
$204K -$435K -681 -66%
BCP
1797
Blue Chip Partners
Michigan
$204K +$3.83K +6 +2%
AMCA
1798
Arthur M. Cohen & Associates
Illinois
$203K +$206K +323 New
CIC
1799
Crawford Investment Counsel
Georgia
$203K +$206K +323 New
PWA
1800
Physician Wealth Advisors
Utah
$203K +$206K +323 New
70 71
72
73 74