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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
2001
Briaud Financial Planning
Texas
$4K – – –
PP
2002
PrairieView Partners
Minnesota
$4K – – –
PS
2003
PayPay Securities
Japan
$3.75K -$601 -1 -14%
PA
2004
Pineridge Advisors
Missouri
$3.68K -$10.2K -17 -74%
BHWM
2005
Beaird Harris Wealth Management
Texas
$3.68K – – –
JGIA
2006
Jackson Grant Investment Advisers
Connecticut
$3.68K – – –
FIM
2007
FWL Investment Management
Texas
$3.68K +$3.6K +6 New
TIM
2008
Tortoise Investment Management
New York
$3.07K -$48K -80 -94%
API
2009
Asset Planning Inc
California
$3.07K – – –
CWM
2010
Crowley Wealth Management
Delaware
$3.07K – – –
FCAS
2011
First Command Advisory Services
Texas
$3.07K +$3K +5 New
WCM
2012
Winthrop Capital Management
Indiana
$3K -$1.8K -3 -43%
AAG
2013
Armstrong Advisory Group
Massachusetts
$2.51K – – –
MSWA
2014
Marshall & Sterling Wealth Advisors
New York
$2.46K -$509K -848 -100%
CIA
2015
Cape Investment Advisory
Georgia
$2.46K -$30K -50 -93%
LIM
2016
Longfellow Investment Management
Massachusetts
$2.46K – – –
BCM
2017
Blume Capital Management
California
$2.46K +$2.4K +4 New
1IA
2018
1620 Investment Advisors
Massachusetts
$2.01K – – –
CIAM
2019
Caitong International Asset Management
Hong Kong
$1.84K -$103K -171 -98%
ETS
2020
ESL Trust Services
New York
$1.84K – – –
RWM
2021
Ruedi Wealth Management
Illinois
$1.84K – – –
ACA
2022
American Capital Advisory
Idaho
$1.84K +$1.8K +3 New
BFS
2023
Bare Financial Services
Pennsylvania
$1.84K +$1.8K +3 New
GA
2024
GoalVest Advisory
New York
$1.84K +$1.8K +3 New
BIM
2025
Breakwater Investment Management
Washington
$1.23K – – –
79 80
81
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