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Intuit

INTU

Market cap $98.4B

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

Intuit INTU Market cap $98.4B

Intuit

INTU

Market cap $98.4B