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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
EPIME
1976
Evelyn Partners Investment Management (Europe)
$6.14K
JFA
1977
JNBA Financial Advisors
Minnesota
$6.14K
MDA
1978
Minot DeBlois Advisors
Massachusetts
$6.14K
FWP
1979
Fiduciary Wealth Partners
Massachusetts
$6.14K +$6K +10 New
IHWM
1980
Iron Horse Wealth Management
Iowa
$6.14K +$6K +10 New
KGP
1981
Keystone Global Partners
Colorado
$6.14K +$6K +10 New
TWD
1982
True Wealth Design
Ohio
$5.88K +$1.2K +2 +25%
TCA
1983
Trifecta Capital Advisors
Illinois
$5.53K -$21K -35 -80%
BGAI
1984
Bruce G. Allen Investments
Colorado
$5.53K
WA
1985
WestEnd Advisors
North Carolina
$5.53K +$4.2K +7 +350%
GC
1986
Garde Capital
Washington
$5.53K +$5.41K +9 New
PWA
1987
Principia Wealth Advisory
Texas
$5.37K +$1.2K +2 +29%
CW
1988
Cooksen Wealth
Texas
$5.2K +$4.8K +8 New
WW
1989
Winnow Wealth
Texas
$5.11K +$1.8K +3 +50%
CAC
1990
Core Alternative Capital
Georgia
$4.91K -$5.41K -9 -53%
ME
1991
McIlrath & Eck
Washington
$4.91K -$1.8K -3 -27%
BCPWM
1992
Bradley & Co Private Wealth Management
Florida
$4.91K
AS
1993
Altshuler Shaham
Israel
$4.91K +$4.8K +8 New
MBFW
1994
Morton Brown Family Wealth
Pennsylvania
$4.91K +$4.8K +8 New
A
1995
AlphaQuest
New York
$4.3K -$556K -926 -99%
FC
1996
Fairscale Capital
New Hampshire
$4.3K
MAS
1997
MPWM Advisory Solutions
Georgia
$4.3K
PPWM
1998
PFG Private Wealth Management
Florida
$4.3K
RAM
1999
Riggs Asset Management
Pennsylvania
$4.3K +$2.4K +4 +133%
BFP
2000
Briaud Financial Planning
Texas
$4K