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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
1976
Integrity Wealth Solutions
Colorado
– -$323K -746 Closed
LDB
1977
Lee, Danner & Bass
Tennessee
– -$323K -746 Closed
NFA
1978
Northern Financial Advisors
Michigan
– -$322K -744 Closed
TP
1979
TritonPoint Partners
Maryland
– -$321K -743 Closed
CC
1980
Capital Counsel
New York
– -$321K -742 Closed
KWM
1981
KFG Wealth Management
Indiana
– -$319K -739 Closed
LB
1982
Legacy Bridge
Iowa
– -$318K -735 Closed
CFSG
1983
Clark Financial Services Group
Missouri
– -$317K -734 Closed
KWS
1984
Keystone Wealth Services
California
– -$317K -734 Closed
JAFL
1985
Jay A. Fishman Ltd
Michigan
– -$317K -732 Closed
SB
1986
Simmons Bank
Arkansas
– -$317K -732 Closed
OF
1987
Optimize Financial
California
– -$316K -730 Closed
3IP
1988
3Chopt Investment Partners
Virginia
– -$315K -729 Closed
MFA
1989
Mayflower Financial Advisors
Massachusetts
– -$314K -726 Closed
JBA
1990
Johnson Bixby & Associates
Washington
– -$313K -725 Closed
G
1991
GenTrust
Florida
– -$313K -724 Closed
CD
1992
Chapin Davis
Maryland
– -$313K -723 Closed
WTB
1993
Washington Trust Bank
Washington
– -$311K -720 Closed
AFGAS
1994
Allegiance Financial Group Advisory Services
Virginia
– -$310K -717 Closed
CF
1995
Centaurus Financial
California
– -$310K -716 Closed
KNW
1996
Kesler Norman & Wride
Utah
– -$308K -712 Closed
MSR
1997
Main Street Research
Connecticut
– -$308K -712 Closed
VBFP
1998
Valtinson Bruner Financial Planning
Minnesota
– -$307K -710 Closed
1W
1999
1776 Wealth
Georgia
– -$307K -709 Closed
MAG
2000
Meadowbrook Advisors Group
New Jersey
– -$306K -707 Closed
78 79
80
81 82