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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
1976
Quaker Wealth Management
New Jersey
$107K -$5.24K -12 -4%
OCM
1977
Osbon Capital Management
Massachusetts
$104K – – –
CT
1978
Clearstead Trust
Maine
$103K – – –
CTA
1979
Colonial Trust Advisors
South Carolina
$103K +$10.9K +25 +11%
NSIM
1980
North Star Investment Management
Illinois
$101K -$8.74K -20 -7%
VC
1981
Vestor Capital
Illinois
$101K +$198K +453 +4%
MP
1982
McDonald Partners
Ohio
$97.8K +$107K +246 New
OWP
1983
ORG Wealth Partners
Texas
$97.8K -$119K -273 -53%
CWM
1984
Cranbrook Wealth Management
Michigan
$97.2K – – –
DJSG
1985
D.J. St. Germain
Massachusetts
$96.2K +$30.1K +69 +40%
RF
1986
Rossby Financial
Florida
$95.4K -$46.3K -106 -31%
CG
1987
Curat Global
New Hampshire
$95.4K – – –
HIA
1988
Highland Investment Advisors
Florida
$95K +$104K +239 New
OCWP
1989
Owl Creek Wealth Partners
Colorado
$93.9K -$39.8K -91 -28%
SFS
1990
Sunrise Financial Services
Washington
$91.1K +$17.5K +40 +21%
GEA
1991
Glen Eagle Advisors
New Jersey
$89.5K -$52.4K -120 -35%
HWA
1992
HHM Wealth Advisors
Tennessee
$89.5K +$9.18K +21 +10%
MNA
1993
Manning & Napier Advisors
New York
$88.9K -$420K -961 -81%
UOTTAIMCU
1994
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$88.7K +$97.4K +223 New
MWM
1995
Mosley Wealth Management
California
$83.9K -$449K -1,028 -83%
BG
1996
Bollard Group
Massachusetts
$83K -$33.2K -76 -27%
GCP
1997
Gill Capital Partners
Colorado
$82.7K – – –
BFPW
1998
BOK Financial Private Wealth
Colorado
$79.5K +$8.74K +20 +11%
KFAS
1999
Keating Financial Advisory Services
Kansas
$79.5K +$22.7K +52 +35%
FGA
2000
Fortis Group Advisors
New Jersey
$76K – – –
78 79
80
81 82