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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
DTL
2001
Dynamic Technology Lab
Singapore
-$1.78M -2,739 Closed
BL
2002
Balentine LLC
Georgia
-$1.73M -2,661 Closed
CB
2003
Cadence Bank
Mississippi
-$1.66M -2,547 Closed
PWM
2004
Pinnacle Wealth Management
California
-$1.63M -2,505 Closed
AC
2005
Arjuna Capital
North Carolina
-$1.53M -2,353 Closed
PFMU
2006
Privium Fund Management (UK)
United Kingdom
-$1.49M -2,333 Closed
LCM
2007
Landscape Capital Management
New Jersey
-$1.42M -2,184 Closed
BC
2008
Bridgefront Capital
Texas
-$1.33M -2,049 Closed
AIC
2009
Aurora Investment Counsel
Georgia
-$1.25M -1,927 Closed
SPS
2010
Susquehanna Portfolio Strategies
Pennsylvania
-$1.1M -1,700 Closed
CBFP
2011
Cedar Brook Financial Partners
Ohio
-$1.09M -1,670 Closed
SRCM
2012
Signature Resources Capital Management
California
-$990K -1,584 Closed
SL
2013
Sonnipe Ltd
Isle Of Man
-$995K -1,530 Closed
DFG
2014
Delta Financial Group
New Jersey
-$929K -1,429 Closed
IIA
2015
IPG Investment Advisors
California
-$909K -1,399 Closed
WA
2016
WESPAC Advisors
California
-$900K -1,384 Closed
LSPW
2017
Lake Street Private Wealth
Illinois
-$894K -1,375 Closed
Financial Engines Advisors
2018
Financial Engines Advisors
California
-$891K -1,370 Closed
ARC
2019
Advisor Resource Council
Texas
-$821K -1,313 Closed
FCFC
2020
First Commonwealth Financial Corp
Pennsylvania
-$833K -1,282 Closed
MWM
2021
Meridian Wealth Management
Kentucky
-$823K -1,266 Closed
SRL
2022
Scientech Research LLC
New Jersey
-$780K -1,200 Closed
HWM
2023
Hohimer Wealth Management
Washington
-$757K -1,164 Closed
CWA
2024
CM Wealth Advisors
Ohio
-$728K -1,136 Closed
WG
2025
Winton Group
United Kingdom
-$681K -1,047 Closed