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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2001
Solstein Capital
California
$125K +$83.2K +123 +342%
ACM
2002
Aster Capital Management
United Arab Emirates
$124K -$1.51M -2,237 -93%
PMFA
2003
Plante Moran Financial Advisors
Michigan
$121K +$1.35K +2 +1%
CT
2004
Coastline Trust
Rhode Island
$121K – – –
CWP
2005
Clark Wealth Partners
Illinois
$119K +$25.7K +38 +34%
FMTCOCP
2006
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$118K – – –
CF
2007
Centaurus Financial
California
$115K +$98.8K +146 New
AA
2008
Addison Advisors
Vermont
$115K +$22.3K +33 +29%
CCMI
2009
Creative Capital Management Investments
California
$115K +$98.8K +146 New
WA
2010
Whipplewood Advisors
Colorado
$113K +$52.8K +78 +120%
PWA
2011
Provenance Wealth Advisors
Florida
$113K +$65.6K +97 +211%
OIAM
2012
OFI Invest Asset Management
France
$112K -$3.85M -5,688 -97%
PWMG
2013
Private Wealth Management Group
New Jersey
$111K +$2.03K +3 +2%
NS
2014
NBC Securities
Alabama
$107K -$10.2K -15 -10%
IBOK
2015
Independence Bank of Kentucky
Kentucky
$106K -$10.2K -15 -10%
CW
2016
Curio Wealth
Maryland
$106K +$90K +133 +13,300%
EFMH
2017
E Fund Management (HK)
Hong Kong
$103K – – –
ECM
2018
Eisler Capital Management
United Kingdom
$102K -$6.14M -9,066 -99%
HB
2019
Horizon Bancorp
Indiana
$101K +$66.3K +98 +327%
ACM
2020
Anfield Capital Management
California
$98.5K – – –
DMBA
2021
Deseret Mutual Benefit Administrators
Utah
$97.7K – – –
RWA
2022
Redmont Wealth Advisors
Illinois
$97.7K +$83.9K +124 New
ICM
2023
Islay Capital Management
Texas
$92.2K – – –
HWA
2024
HHM Wealth Advisors
Tennessee
$87.4K -$2.71K -4 -3%
RPA
2025
Redwood Park Advisors
California
$86.6K – – –
79 80
81
82 83