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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIEC
1951
Crédit Industriel et Commercial
France
$215K -$297K -450 -58%
OPW
1952
Osprey Private Wealth
New York
$215K – – –
FOA
1953
Five Oceans Advisors
California
$215K +$661 +1 +0.3%
RB
1954
Renasant Bank
Mississippi
$215K -$1.32K -2 -0.6%
HC
1955
Hamilton Capital
Ohio
$215K +$214K +324 New
WG
1956
Wealth Group
North Carolina
$214K +$213K +323 New
BEW
1957
Burton Enright Welch
California
$213K +$12.6K +19 +6%
BBA
1958
Braun-Bostich & Associates
Pennsylvania
$213K -$9.25K -14 -4%
GA
1959
Goldstein Advisors
Wisconsin
$212K – – –
LAM
1960
LECAP Asset Management
United Kingdom
$212K -$592K -896 -74%
WB
1961
West Bancorporation
Iowa
$212K -$16.5K -25 -7%
BWM
1962
Baron Wealth Management
Michigan
$211K +$17.2K +26 +9%
AL
1963
Aspiriant LLC
California
$210K +$4.63K +7 +2%
IF
1964
Intrua Financial
Texas
$210K -$661 -1 -0.3%
IP
1965
Ignite Planners
California
$210K +$20.5K +31 +8%
JTWM
1966
Jackson Thornton Wealth Management
Alabama
$209K -$205K -310 -49%
PHIC
1967
Pine Haven Investment Counsel
Massachusetts
$209K – – –
FBB
1968
Fulton Breakefield Broenniman
Maryland
$209K +$3.3K +5 +2%
DCA
1969
DSG Capital Advisors
Minnesota
$209K – – –
RS
1970
Retirement Solution
Washington
$208K – – –
CWA
1971
Consilio Wealth Advisors
Washington
$207K – – –
TC
1972
Tannin Capital
North Carolina
$207K +$207K +313 New
CWMK
1973
Caliber Wealth Management (Kansas)
Kansas
$207K +$206K +312 New
G
1974
GenTrust
Florida
$207K -$132K -199 -39%
AFG
1975
ABLE Financial Group
Arizona
$206K -$97.1K -147 -32%
77 78
79
80 81