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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
2001
Volterra Technologies
New York
– -$291K -672 Closed
MIA
2002
MMBG Investment Advisors
Florida
– -$290K -670 Closed
KA
2003
Klingman & Associates
New York
– -$289K -669 Closed
AAM
2004
Alphadyne Asset Management
New York
– -$288K -666 Closed
CP
2005
Clarendon Private
Massachusetts
– -$288K -666 Closed
WI
2006
WrapManager Inc
California
– -$287K -664 Closed
WAG
2007
Winthrop Advisory Group
Massachusetts
– -$286K -663 Closed
WC
2008
Woodstock Corp
Massachusetts
– -$286K -662 Closed
EWM
2009
Endowment Wealth Management
Wisconsin
– -$286K -661 Closed
SWASL
2010
Spartan Wealth Advisory Services LLC
Michigan
– -$282K -651 Closed
BB
2011
Busey Bank
Illinois
– -$280K -648 Closed
OWP
2012
Obermeyer Wealth Partners
Colorado
– -$280K -648 Closed
SPC
2013
Sigma Planning Corp
Michigan
– -$280K -648 Closed
SC
2014
Sepio Capital
Utah
– -$278K -643 Closed
HFAS
2015
Hummer Financial Advisory Services
Illinois
– -$277K -640 Closed
AA
2016
ABC Arbitrage
France
– -$275K -635 Closed
EW
2017
Elyxium Wealth
California
– -$274K -634 Closed
RFP
2018
Root Financial Partners
California
– -$274K -633 Closed
VIM
2019
Vancity Investment Management
British Columbia, Canada
– -$274K -633 Closed
ILI
2020
Invesco LLC (Illinois)
Illinois
– -$271K -627 Closed
BIA
2021
Bigelow Investment Advisors
Maine
– -$269K -623 Closed
MA
2022
MJP Associates
Connecticut
– -$269K -621 Closed
NDSI
2023
Newman Dignan & Sheerar Inc
Rhode Island
– -$268K -620 Closed
CM
2024
Cercano Management
Washington
– -$268K -619 Closed
KAM
2025
Knightsbridge Asset Management
California
– -$267K -618 Closed
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