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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1901
CBIZ Investment Advisory Services
Ohio
$30.7K +$28.2K +47 +1,567%
RFG
1902
REAP Financial Group
Texas
$29.5K +$10.2K +17 +55%
PWA
1903
Provenance Wealth Advisors
Florida
$28.2K – – –
WB
1904
Webster Bank
Connecticut
$27.6K -$16.2K -27 -38%
DPW
1905
DiNuzzo Private Wealth
Pennsylvania
$27K -$601 -1 -2%
OIA
1906
Optimum Investment Advisors
Illinois
$27K – – –
TFA
1907
Transamerica Financial Advisors
Florida
$25K -$4.7M -7,828 -99%
CWM
1908
Copia Wealth Management
Oregon
$24.6K – – –
MA
1909
MCF Advisors
Kentucky
$24K -$13.8K -23 -37%
OAJ
1910
Ogorek Anthony Joseph
New York
$23K +$22.8K +38 New
GIS
1911
Grayhawk Investment Strategies
Alberta, Canada
$22.1K – – –
NCM
1912
Northwest Capital Management
Oregon
$22.1K – – –
SC
1913
Solstein Capital
California
$22.1K – – –
HHGA
1914
Halbert Hargrove Global Advisors
California
$21.5K +$5.41K +9 +35%
TF
1915
Tompkins Financial
New York
$21.5K +$6.61K +11 +46%
AW
1916
Avion Wealth
Texas
$21K – – –
HNW
1917
High Note Wealth
Minnesota
$20.3K -$601 -1 -3%
CWM
1918
Centricity Wealth Management
Ohio
$20.3K – – –
CTWM
1919
Cherry Tree Wealth Management
Minnesota
$20.3K – – –
FRA
1920
Front Row Advisors
California
$19.6K – – –
OPTFSNA
1921
Old Point Trust & Financial Services N A
Virginia
$19.6K – – –
HCM
1922
Hollencrest Capital Management
California
$19K -$6K -10 -24%
NWMP
1923
Noble Wealth Management PBC
Colorado
$19K – – –
KTC
1924
Kentucky Trust Company
Kentucky
$18.4K – – –
WCM
1925
Westend Capital Management
California
$18.4K – – –
75 76
77
78 79