We are live on ! Find out more
INTU icon

Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
1901
REAP Financial Group
Texas
$29.5K +$10.2K +17 +55%
PWA
1902
Provenance Wealth Advisors
Florida
$28.2K – – –
WB
1903
Webster Bank
Connecticut
$27.6K -$16.2K -27 -38%
DPW
1904
DiNuzzo Private Wealth
Pennsylvania
$27K -$601 -1 -2%
OIA
1905
Optimum Investment Advisors
Illinois
$27K – – –
TFA
1906
Transamerica Financial Advisors
Florida
$25K -$4.7M -7,828 -99%
CWM
1907
Copia Wealth Management
Oregon
$24.6K – – –
MA
1908
MCF Advisors
Kentucky
$24K -$13.8K -23 -37%
OAJ
1909
Ogorek Anthony Joseph
New York
$23K +$22.8K +38 New
GIS
1910
Grayhawk Investment Strategies
Alberta, Canada
$22.1K – – –
NCM
1911
Northwest Capital Management
Oregon
$22.1K – – –
SC
1912
Solstein Capital
California
$22.1K – – –
HHGA
1913
Halbert Hargrove Global Advisors
California
$21.5K +$5.41K +9 +35%
TF
1914
Tompkins Financial
New York
$21.5K +$6.61K +11 +46%
AW
1915
Avion Wealth
Texas
$21K – – –
HNW
1916
High Note Wealth
Minnesota
$20.3K -$601 -1 -3%
CWM
1917
Centricity Wealth Management
Ohio
$20.3K – – –
CTWM
1918
Cherry Tree Wealth Management
Minnesota
$20.3K – – –
FRA
1919
Front Row Advisors
California
$19.6K – – –
OPTFSNA
1920
Old Point Trust & Financial Services N A
Virginia
$19.6K – – –
HCM
1921
Hollencrest Capital Management
California
$19K -$6K -10 -24%
NWMP
1922
Noble Wealth Management PBC
Colorado
$19K – – –
KTC
1923
Kentucky Trust Company
Kentucky
$18.4K – – –
WCM
1924
Westend Capital Management
California
$18.4K – – –
HB
1925
Horizon Bancorp
Indiana
$18K -$21K -35 -54%
75 76
77
78 79