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Intuit

INTU

Market cap $80.9B

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

Intuit INTU Market cap $80.9B

Intuit

INTU

Market cap $80.9B