We are live on ! Find out more
INTU icon

Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
VH
2001
Visionary Horizons
Tennessee
– -$305K -705 Closed
GWP
2002
Gen-Wealth Partners
Michigan
– -$301K -696 Closed
OFS
2003
OneAscent Financial Services
Alabama
– -$300K -695 Closed
RZH
2004
Relyea Zuckerberg Hanson
Connecticut
– -$300K -694 Closed
RSWM
2005
Robertson Stephens Wealth Management
California
– -$300K -693 Closed
CST
2006
Charles Schwab Trust
Nevada
– -$299K -692 Closed
NRC
2007
New Republic Capital
North Carolina
– -$299K -692 Closed
GKFF
2008
George Kaiser Family Foundation
Oklahoma
– -$296K -685 Closed
PGCM
2009
Prescott Group Capital Management
Oklahoma
– -$296K -685 Closed
SCA
2010
Southern Capital Advisors
Tennessee
– -$296K -685 Closed
TW
2011
ticino wealth
California
– -$340K -684 Closed
AWA
2012
Argos Wealth Advisors
California
– -$294K -681 Closed
FCA
2013
FLC Capital Advisors
California
– -$293K -677 Closed
NG
2014
Novem Group
New York
– -$292K -676 Closed
PS
2015
Planned Solutions
California
– -$291K -672 Closed
VT
2016
Volterra Technologies
New York
– -$291K -672 Closed
MIA
2017
MMBG Investment Advisors
Florida
– -$290K -670 Closed
KA
2018
Klingman & Associates
New York
– -$289K -669 Closed
AAM
2019
Alphadyne Asset Management
New York
– -$288K -666 Closed
CP
2020
Clarendon Private
Massachusetts
– -$288K -666 Closed
WI
2021
WrapManager Inc
California
– -$287K -664 Closed
WAG
2022
Winthrop Advisory Group
Massachusetts
– -$286K -663 Closed
WC
2023
Woodstock Corp
Massachusetts
– -$286K -662 Closed
EWM
2024
Endowment Wealth Management
Wisconsin
– -$286K -661 Closed
SWASL
2025
Spartan Wealth Advisory Services LLC
Michigan
– -$282K -651 Closed
79 80
81
82 83