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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1976
Gitterman Wealth Management
New Jersey
$184K +$158K +234 New
FMII
1977
Farmers & Merchants Investments Inc
Nebraska
$184K +$1.35K +2 +0.9%
DAM
1978
Delta Asset Management
Tennessee
$180K – – –
MSG
1979
Main Street Group
Virginia
$178K – – –
QL
1980
Quarry LP
New York
$172K +$148K +218 New
AIC
1981
Archer Investment Corporation
Indiana
$169K – – –
FNWA
1982
Financial Network Wealth Advisors
Utah
$165K +$5.41K +8 +4%
DJSG
1983
D.J. St. Germain
Massachusetts
$163K – – –
NC
1984
North Capital
Utah
$162K – – –
CPG
1985
Cornerstone Planning Group
New Jersey
$159K -$1.35K -2 -1%
BCM
1986
Berbice Capital Management
New York
$158K -$67.7K -100 -33%
BAM
1987
BOCHK Asset Management
Hong Kong
$158K +$135K +200 New
IWM
1988
IMG Wealth Management
Florida
$156K +$14.2K +21 +12%
BCM
1989
Birch Capital Management
Texas
$155K – – –
BSC
1990
Brown Shipley & Co
United Kingdom
$152K – – –
GPI
1991
General Partner Inc
Pennsylvania
$147K – – –
GKIM
1992
GW&K Investment Management
Massachusetts
$146K +$18.3K +27 +17%
SO
1993
Sierra Ocean
California
$146K +$6.77K +10 +6%
ITIM
1994
Indiana Trust & Investment Management
Indiana
$142K – – –
AT
1995
Avalon Trust
New Mexico
$139K – – –
BDPWM
1996
Barnes Dennig Private Wealth Management
Ohio
$136K +$98.1K +145 +518%
PWAM
1997
Private Wealth Asset Management
Iowa
$135K -$11.5K -17 -9%
STB
1998
S&T Bank
Pennsylvania
$130K -$44.7K -66 -29%
MSWM
1999
Mowery & Schoenfeld Wealth Management
Illinois
$129K -$8.12K -12 -7%
ABWM
2000
Alpine Bank Wealth Management
Colorado
$127K – – –
78 79
80
81 82