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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
3IP
2001
3Chopt Investment Partners
Virginia
– -$311K -498 Closed
KA
2002
Kure Advisory
Minnesota
– -$311K -498 Closed
GWS
2003
Glassman Wealth Services
Virginia
– -$302K -483 Closed
CCM
2004
Carlson Capital Management
Minnesota
– -$298K -476 Closed
GSC
2005
Ground Swell Capital
South Carolina
– -$296K -474 Closed
SC
2006
Sepio Capital
Utah
– -$283K -452 Closed
SA
2007
Scarborough Advisors
Maryland
– -$270K -431 Closed
BWA
2008
BlueChip Wealth Advisors
Georgia
– -$266K -426 Closed
WEG
2009
World Equity Group
Illinois
– -$261K -418 Closed
AWA
2010
Arete Wealth Advisors
Illinois
– -$257K -411 Closed
PCM
2011
Prelude Capital Management
New York
– -$254K -406 Closed
PBF
2012
Petix & Botte Financial
California
– -$250K -400 Closed
BWCS
2013
Beirne Wealth Consulting Services
Connecticut
– -$248K -396 Closed
CC
2014
Cipher Capital
New York
– -$243K -388 Closed
FCM
2015
Family Capital Management
Michigan
– -$239K -382 Closed
VF
2016
Virtu Financial
New York
– -$227K -364 Closed
MIA
2017
MainStreet Investment Advisors
Illinois
– -$219K -351 Closed
NPT
2018
National Philanthropic Trust
Pennsylvania
– -$219K -350 Closed
IWN
2019
Independent Wealth Network
Iowa
– -$217K -347 Closed
TCOO
2020
Trust Company of Oklahoma
Oklahoma
– -$209K -334 Closed
ACP
2021
Aveo Capital Partners
Colorado
– -$203K -324 Closed
AT
2022
Arvest Trust
Oklahoma
– -$201K -321 Closed
CF
2023
Centaurus Financial
California
– -$179K -287 Closed
AFS
2024
Annapolis Financial Services
Maryland
– -$122K -195 Closed
RFA
2025
Resurgent Financial Advisors
Georgia
– -$102K -163 Closed
79 80
81
82 83