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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
MMCM
2001
Murphy & Mullick Capital Management
New York
$178K – – –
TM
2002
Torren Management
California
$178K +$177K +268 New
WA
2003
WPG Advisers
Maryland
$177K -$39K -59 -18%
NWM
2004
Nova Wealth Management
Florida
$173K – – –
RFP
2005
Root Financial Partners
California
$170K -$22.5K -34 -12%
GEA
2006
Glen Eagle Advisors
New Jersey
$163K -$6.61K -10 -4%
DJSG
2007
D.J. St. Germain
Massachusetts
$161K +$21.8K +33 +16%
FNWA
2008
Financial Network Wealth Advisors
Utah
$160K – – –
LWMI
2009
Legacy Wealth Management (Idaho)
Idaho
$160K +$88.5K +134 +124%
WSC
2010
Wellington Shields & Co
New York
$158K – – –
CAC
2011
Core Alternative Capital
Georgia
$158K +$152K +230 +2,875%
FMII
2012
Farmers & Merchants Investments Inc
Nebraska
$156K +$1.32K +2 +0.9%
DAM
2013
Delta Asset Management
Tennessee
$151K – – –
LI
2014
LRI Investments
Florida
$151K -$146K -221 -49%
SWM
2015
SHP Wealth Management
Massachusetts
$149K +$149K +225 New
FCT
2016
Family Capital Trust
Massachusetts
$147K +$1.98K +3 +1%
AF
2017
Advisornet Financial
Minnesota
$147K +$5.95K +9 +4%
CC
2018
Corsicana & Co
Texas
$144K – – –
JWM
2019
Jessup Wealth Management
Ohio
$143K +$143K +217 New
IWM
2020
IMG Wealth Management
Florida
$143K +$11.2K +17 +9%
SL
2021
Salomon & Ludwin
Virginia
$143K +$7.27K +11 +5%
WPWM
2022
Western Pacific Wealth Management
Illinois
$142K -$10.6K -16 -7%
GKIM
2023
GW&K Investment Management
Massachusetts
$140K +$6.61K +10 +5%
MA
2024
MCF Advisors
Kentucky
$136K +$104K +158 +336%
RS
2025
Rakuten Securities
Japan
$133K +$70.7K +107 +114%
79 80
81
82 83