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Intuit

INTU

Market cap $80.9B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	GWM 1976 Gilpin Wealth Management Denver, Colorado	$3.46K	+$954	+2	+33%
1977	BHWM 1977 Bay Harbor Wealth Management Hunt Valley, Maryland	$3.46K	-$3.34K	-7	-47%
1978	BCPWM 1978 Bradley & Co Private Wealth Management Miami, Florida	$3.46K	–	–	–
1979	Q1WB 1979 Quest 10 Wealth Builders Fuquay-Varina, Virginia	$3.46K	+$2.86K	+6	+300%
1980	SIM 1980 Synergy Investment Management Altamonte Springs, Florida	$3.46K	+$3.82K	+8	New
1981	NL 1981 NVWM LLC Yardley, Pennsylvania	$3.03K	-$49.1K	-103	-94%
1982	CIAS 1982 CBIZ Investment Advisory Services Independence, Ohio	$3.03K	-$28.6K	-60	-90%
1983	MWM 1983 Mascoma Wealth Management Hanover, New Hampshire	$3.03K	-$2.38K	-5	-42%
1984	MAS 1984 MPWM Advisory Solutions Alpharetta, Georgia	$3.03K	–	–	–
1985	SWA 1985 Strategic Wealth Advisors Scottsdale, Arizona	$3K	–	–	–
1986	BOJHT 1986 Bank of Jackson Hole Trust Jackson, Wyoming	$2.59K	-$1.91K	-4	-40%
1987	JGIA 1987 Jackson Grant Investment Advisers Stamford, Connecticut	$2.59K	–	–	–
1988	API 1988 Asset Planning Inc Cypress, California	$2.16K	–	–	–
1989	TCM 1989 Tradewinds Capital Management Bellingham, Washington	$2.16K	–	–	–
1990	PIS 1990 POM Investment Strategies Raleigh, North Carolina	$2.16K	+$2.38K	+5	New
1991	PUI 1991 Purpose Unlimited Inc Toronto,	$2.16K	+$2.38K	+5	New
1992	VWM 1992 Vermillion Wealth Management Rosemount, Minnesota	$2.16K	+$2.38K	+5	New
1993	WCM 1993 Winthrop Capital Management Carmel, Indiana	$2K	–	–	–
1994	PS 1994 PayPay Securities Tokyo, Japan	$1.94K	-$477	-1	-17%
1995	AF 1995 Align Financial Hermantown, Minnesota	$1.73K	-$1.26M	-2,646	-100%
1996	AAG 1996 Armstrong Advisory Group Needham, Massachusetts	$1.73K	–	–	–
1997	1IA 1997 1620 Investment Advisors Plymouth, Massachusetts	$1.42K	–	–	–
1998	BW 1998 Bravera Wealth Bismarck, North Dakota	$1.3K	-$1.43K	-3	-50%
1999	BIM 1999 Bullseye Investment Management Cincinnati, Ohio	$1.3K	–	–	–
2000	CVM 2000 Cheviot Value Management Beverly Hills, California	$1.3K	–	–	–

Intuit INTU Market cap $80.9B

Intuit

INTU

Market cap $80.9B