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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PEA
2001
Park Edge Advisors
Ohio
– -$695K -1,058 Closed
GCM
2002
Glaxis Capital Management
Florida
– -$657K -1,000 Closed
GSC
2003
Ground Swell Capital
South Carolina
– -$599K -911 Closed
AC
2004
Allstate Corporation
Illinois
– -$596K -907 Closed
CCS
2005
Concentric Capital Strategies
Connecticut
– -$566K -861 Closed
CIM
2006
Contravisory Investment Management
Massachusetts
– -$527K -802 Closed
SP
2007
Saranac Partners
– -$519K -790 Closed
FCA
2008
Fortis Capital Advisors
Kansas
– -$513K -781 Closed
CA
2009
Crewe Advisors
Utah
– -$509K -774 Closed
CIM
2010
Chapman Investment Management
California
– -$505K -769 Closed
IWA
2011
IBEX Wealth Advisors
New Jersey
– -$505K -769 Closed
SP
2012
Symmetry Partners
Connecticut
– -$494K -752 Closed
SPA
2013
Sherbrooke Park Advisers
New York
– -$443K -674 Closed
MFA
2014
McClarren Financial Advisors
Pennsylvania
– -$295K -657 Closed
DPIM
2015
Duff & Phelps Investment Management
Illinois
– -$423K -643 Closed
RIM
2016
Redwood Investment Management
Arizona
– -$391K -632 Closed
I
2017
InceptionR
California
– -$398K -605 Closed
CIC
2018
Cornercap Investment Counsel
Georgia
– -$394K -599 Closed
JCIA
2019
Jackson Creek Investment Advisors
Colorado
– -$392K -597 Closed
TWP
2020
Triad Wealth Partners
Kansas
– -$373K -567 Closed
DC
2021
Diametric Capital
Massachusetts
– -$350K -533 Closed
IDA
2022
Intelligence Driven Advisers
California
– -$350K -533 Closed
3IP
2023
3Chopt Investment Partners
Virginia
– -$348K -529 Closed
UAG
2024
United Advisor Group
Ohio
– -$318K -484 Closed
LF
2025
Lee Financial
Texas
– -$312K -474 Closed
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