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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
1901
Osprey Private Wealth
New York
$222K – – –
AWA
1902
Aletheian Wealth Advisors
Washington
$222K +$6.49K +9 +3%
FOA
1903
Five Oceans Advisors
California
$221K -$14.4K -20 -6%
WRPWM
1904
Werba Rubin Papier Wealth Management
California
$221K -$17.3K -24 -7%
GSEP
1905
Golden State Equity Partners
California
$220K +$232K +322 New
C
1906
Covestor
United Kingdom
$219K +$5.77K +8 +3%
GA
1907
Goldstein Advisors
Wisconsin
$219K -$46.9K -65 -17%
SIS
1908
Sound Income Strategies
Florida
$219K +$5.77K +8 +2%
JAG
1909
Journey Advisory Group
Kentucky
$219K – – –
MSAM
1910
Moloney Securities Asset Management
Missouri
$218K +$230K +319 New
IF
1911
Intrua Financial
Texas
$217K +$229K +318 New
NGA
1912
Naples Global Advisors
Florida
$217K +$45.4K +63 +25%
RBFC
1913
Roman Butler Fullerton & Co
Missouri
$216K +$37.5K +52 +19%
PHIC
1914
Pine Haven Investment Counsel
Massachusetts
$215K +$7.21K +10 +3%
EFSCE
1915
Enterprise Financial Services Corp (EFSC)
Missouri
$215K -$24.5K -34 -10%
WA
1916
Waddell & Associates
Tennessee
$214K +$226K +314 New
RS
1917
Retirement Solution
Washington
$214K – – –
CWA
1918
Consilio Wealth Advisors
Washington
$214K +$2.88K +4 +1%
AL
1919
Aspiriant LLC
California
$212K -$41.1K -57 -16%
FBB
1920
Fulton Breakefield Broenniman
Maryland
$212K – – –
B
1921
Bellecapital
Switzerland
$212K +$223K +310 New
HWM
1922
Hemington Wealth Management
Virginia
$211K -$1.44K -2 -0.6%
OAS
1923
Optivise Advisory Services
Tennessee
$211K -$26.7K -37 -11%
WA
1924
Wealthstream Advisors
New York
$210K -$2.88K -4 -1%
UWP
1925
Uniting Wealth Partners
Kansas
$210K +$222K +308 New
75 76
77
78 79