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icono de INTU

Intuit
INTU

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
1776 Wealth
2001
1776 Wealth
Georgia
– -USD 307 k -709 Cerradas
Meadowbrook Advisors Group
2002
Meadowbrook Advisors Group
New Jersey
– -USD 306 k -707 Cerradas
Visionary Horizons
2003
Visionary Horizons
Tennessee
– -USD 305 k -705 Cerradas
Gen-Wealth Partners
2004
Gen-Wealth Partners
Michigan
– -USD 301 k -696 Cerradas
OneAscent Financial Services
2005
OneAscent Financial Services
Alabama
– -USD 300 k -695 Cerradas
Relyea Zuckerberg Hanson
2006
Relyea Zuckerberg Hanson
Connecticut
– -USD 300 k -694 Cerradas
Robertson Stephens Wealth Management
2007
Robertson Stephens Wealth Management
California
– -USD 300 k -693 Cerradas
Charles Schwab Trust
2008
Charles Schwab Trust
Nevada
– -USD 299 k -692 Cerradas
New Republic Capital
2009
New Republic Capital
North Carolina
– -USD 299 k -692 Cerradas
George Kaiser Family Foundation
2010
George Kaiser Family Foundation
Oklahoma
– -USD 296 k -685 Cerradas
PGCM
2011
Prescott Group Capital Management
Oklahoma
– -USD 296 k -685 Cerradas
Southern Capital Advisors
2012
Southern Capital Advisors
Tennessee
– -USD 296 k -685 Cerradas
ticino wealth
2013
ticino wealth
California
– -USD 340 k -684 Cerradas
Argos Wealth Advisors
2014
Argos Wealth Advisors
California
– -USD 294 k -681 Cerradas
FCA
2015
FLC Capital Advisors
California
– -USD 293 k -677 Cerradas
Novem Group
2016
Novem Group
New York
– -USD 292 k -676 Cerradas
Planned Solutions
2017
Planned Solutions
California
– -USD 291 k -672 Cerradas
Volterra Technologies
2018
Volterra Technologies
New York
– -USD 291 k -672 Cerradas
MMBG Investment Advisors
2019
MMBG Investment Advisors
Florida
– -USD 290 k -670 Cerradas
Klingman & Associates
2020
Klingman & Associates
New York
– -USD 289 k -669 Cerradas
Alphadyne Asset Management
2021
Alphadyne Asset Management
New York
– -USD 288 k -666 Cerradas
Clarendon Private
2022
Clarendon Private
Massachusetts
– -USD 288 k -666 Cerradas
WrapManager Inc
2023
WrapManager Inc
California
– -USD 287 k -664 Cerradas
Winthrop Advisory Group
2024
Winthrop Advisory Group
Massachusetts
– -USD 286 k -663 Cerradas
Woodstock Corp
2025
Woodstock Corp
Massachusetts
– -USD 286 k -662 Cerradas
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