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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2001
Addison Advisors
Vermont
$104K +$4.33K +6 +4%
FMTCOCP
2002
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$102K – – –
OIAM
2003
OFI Invest Asset Management
France
$101K +$5.05K +7 +4%
GFWA
2004
Grey Fox Wealth Advisors
Delaware
$98.3K +$104K +144 New
PWA
2005
Provenance Wealth Advisors
Florida
$97.7K – – –
PWMG
2006
Private Wealth Management Group
New Jersey
$96.3K – – –
PAM
2007
Palisade Asset Management
Minnesota
$96.3K +$102K +141 New
CWP
2008
Clark Wealth Partners
Illinois
$92.6K -$7.93K -11 -7%
IBOK
2009
Independence Bank of Kentucky
Kentucky
$92.2K – – –
CW
2010
Curio Wealth
Maryland
$91.5K – – –
FPF
2011
First Pacific Financial
Washington
$88.9K +$77.1K +107 +465%
ACM
2012
Anfield Capital Management
California
$86K +$721 +1 +0.8%
CCM
2013
Cloud Capital Management
Washington
$85K +$90.1K +125 New
DMBA
2014
Deseret Mutual Benefit Administrators
Utah
$84.7K – – –
RWA
2015
Redmont Wealth Advisors
Illinois
$84.7K – – –
HBW
2016
Hazlett, Burt & Watson
West Virginia
$80K +$9.37K +13 +13%
ICM
2017
Islay Capital Management
Texas
$79.9K – – –
CFG
2018
Clayton Financial Group
Missouri
$78.5K +$82.9K +115 New
RPA
2019
Redwood Park Advisors
California
$75.2K – – –
LWMI
2020
Legacy Wealth Management (Idaho)
Idaho
$73.8K – – –
FMP
2021
Financial Management Professionals
Texas
$73.8K – – –
RFG
2022
REAP Financial Group
Texas
$73.2K +$7.21K +10 +10%
NL
2023
NVWM LLC
Pennsylvania
$73.1K – – –
TCM
2024
TD Capital Management
Tennessee
$71.8K – – –
BI
2025
Binnacle Investments
Iowa
$70.3K +$1.44K +2 +2%
79 80
81
82 83