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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
G
1976
GenTrust
Florida
– -$313K -724 Closed
CD
1977
Chapin Davis
Maryland
– -$313K -723 Closed
WTB
1978
Washington Trust Bank
Washington
– -$311K -720 Closed
AFGAS
1979
Allegiance Financial Group Advisory Services
Virginia
– -$310K -717 Closed
CF
1980
Centaurus Financial
California
– -$310K -716 Closed
KNW
1981
Kesler Norman & Wride
Utah
– -$308K -712 Closed
MSR
1982
Main Street Research
Connecticut
– -$308K -712 Closed
VBFP
1983
Valtinson Bruner Financial Planning
Minnesota
– -$307K -710 Closed
1W
1984
1776 Wealth
Georgia
– -$307K -709 Closed
MAG
1985
Meadowbrook Advisors Group
New Jersey
– -$306K -707 Closed
VH
1986
Visionary Horizons
Tennessee
– -$305K -705 Closed
GWP
1987
Gen-Wealth Partners
Michigan
– -$301K -696 Closed
OFS
1988
OneAscent Financial Services
Alabama
– -$300K -695 Closed
RZH
1989
Relyea Zuckerberg Hanson
Connecticut
– -$300K -694 Closed
RSWM
1990
Robertson Stephens Wealth Management
California
– -$300K -693 Closed
CST
1991
Charles Schwab Trust
Nevada
– -$299K -692 Closed
NRC
1992
New Republic Capital
North Carolina
– -$299K -692 Closed
GKFF
1993
George Kaiser Family Foundation
Oklahoma
– -$296K -685 Closed
PGCM
1994
Prescott Group Capital Management
Oklahoma
– -$296K -685 Closed
SCA
1995
Southern Capital Advisors
Tennessee
– -$296K -685 Closed
TW
1996
ticino wealth
California
– -$340K -684 Closed
AWA
1997
Argos Wealth Advisors
California
– -$294K -681 Closed
FCA
1998
FLC Capital Advisors
California
– -$293K -677 Closed
NG
1999
Novem Group
New York
– -$292K -676 Closed
PS
2000
Planned Solutions
California
– -$291K -672 Closed
78 79
80
81 82