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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
HCS
2001
Himension Capital (Singapore)
Singapore
– -$733K -1,115 Closed
PEA
2002
Park Edge Advisors
Ohio
– -$695K -1,058 Closed
GCM
2003
Glaxis Capital Management
Florida
– -$657K -1,000 Closed
GSC
2004
Ground Swell Capital
South Carolina
– -$599K -911 Closed
AC
2005
Allstate Corporation
Illinois
– -$596K -907 Closed
CCS
2006
Concentric Capital Strategies
Connecticut
– -$566K -861 Closed
CIM
2007
Contravisory Investment Management
Massachusetts
– -$527K -802 Closed
SP
2008
Saranac Partners
– -$519K -790 Closed
FCA
2009
Fortis Capital Advisors
Kansas
– -$513K -781 Closed
CA
2010
Crewe Advisors
Utah
– -$509K -774 Closed
CIM
2011
Chapman Investment Management
California
– -$505K -769 Closed
IWA
2012
IBEX Wealth Advisors
New Jersey
– -$505K -769 Closed
SP
2013
Symmetry Partners
Connecticut
– -$494K -752 Closed
SPA
2014
Sherbrooke Park Advisers
New York
– -$443K -674 Closed
MFA
2015
McClarren Financial Advisors
Pennsylvania
– -$295K -657 Closed
DPIM
2016
Duff & Phelps Investment Management
Illinois
– -$423K -643 Closed
RIM
2017
Redwood Investment Management
Arizona
– -$391K -632 Closed
I
2018
InceptionR
California
– -$398K -605 Closed
CIC
2019
Cornercap Investment Counsel
Georgia
– -$394K -599 Closed
JCIA
2020
Jackson Creek Investment Advisors
Colorado
– -$392K -597 Closed
TWP
2021
Triad Wealth Partners
Kansas
– -$373K -567 Closed
DC
2022
Diametric Capital
Massachusetts
– -$350K -533 Closed
IDA
2023
Intelligence Driven Advisers
California
– -$350K -533 Closed
3IP
2024
3Chopt Investment Partners
Virginia
– -$348K -529 Closed
UAG
2025
United Advisor Group
Ohio
– -$318K -484 Closed
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