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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
2001
ORG Wealth Partners
Texas
$8.17K +$3.83K +6 +86%
FPB
2002
First PREMIER Bank
South Dakota
$8K – – –
KA
2003
Kozak & Associates
Colorado
$7.61K – – –
CWM
2004
Cedar Wealth Management
California
$7.54K – – –
MWM
2005
Mascoma Wealth Management
New Hampshire
$7.54K +$2.56K +4 +50%
BAM
2006
Byrne Asset Management
New Jersey
$7.54K +$7.67K +12 New
SPF
2007
South Plains Financial
Texas
$7.54K +$7.67K +12 New
HWM
2008
HighMark Wealth Management
Minnesota
$6.91K – – –
ME
2009
McIlrath & Eck
Washington
$6.91K – – –
W
2010
WealthCollab
Washington
$6.91K – – –
FIA
2011
FPC Investment Advisory
California
$6.62K +$7.03K +11 New
RFS
2012
Richardson Financial Services
Massachusetts
$6.3K +$6.39K +10 New
BC
2013
Barrett & Company
Rhode Island
$6.29K – – –
BCH
2014
Berkshire Capital Holdings
California
$6.29K – – –
JFA
2015
JNBA Financial Advisors
Minnesota
$6.29K – – –
RS
2016
Rakuten Securities
Japan
$6.29K +$3.83K +6 +150%
EPIME
2017
Evelyn Partners Investment Management (Europe)
$6.29K +$6.39K +10 New
MCM
2018
Mainstream Capital Management
California
$6.29K +$6.39K +10 New
MDA
2019
Minot DeBlois Advisors
Massachusetts
$6.29K +$6.39K +10 New
WCM
2020
WealthTrak Capital Management
Virginia
$6.29K +$6.39K +10 New
TCM
2021
TD Capital Management
Tennessee
$5.67K – – –
BGAI
2022
Bruce G. Allen Investments
Colorado
$5.66K – – –
BCPWM
2023
Bradley & Co Private Wealth Management
Florida
$5.03K +$5.11K +8 New
PP
2024
PrairieView Partners
Minnesota
$5K – – –
WCM
2025
Winthrop Capital Management
Indiana
$5K +$4.47K +7 New
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81
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