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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1976
DT Investment Partners
Pennsylvania
$120K +$10.9K +25 +9%
UIA
1977
Ulland Investment Advisors
Minnesota
$119K – – –
APFP
1978
Action Point Financial Planning
Michigan
$118K +$131K +300 New
SWP
1979
Strategic Wealth Partners
Ohio
$115K +$6.12K +14 +5%
ANBT
1980
American National Bank & Trust
Texas
$115K – – –
JWA
1981
JFS Wealth Advisors
Pennsylvania
$113K -$4.37K -10 -3%
AV
1982
Aspiring Ventures
Ohio
$113K +$124K +283 New
CA
1983
Crewe Advisors
Utah
$112K +$13.5K +31 +12%
SGFG
1984
Silver Grove Financial Group
New York
$110K +$121K +276 New
WA
1985
WPG Advisers
Maryland
$108K -$51.1K -117 -30%
MCM
1986
MV Capital Management
Maryland
$108K -$1.75K -4 -1%
QWM
1987
Quaker Wealth Management
New Jersey
$107K -$5.24K -12 -4%
OCM
1988
Osbon Capital Management
Massachusetts
$104K – – –
CT
1989
Clearstead Trust
Maine
$103K – – –
CTA
1990
Colonial Trust Advisors
South Carolina
$103K +$10.9K +25 +11%
NSIM
1991
North Star Investment Management
Illinois
$101K -$8.74K -20 -7%
VC
1992
Vestor Capital
Illinois
$101K +$198K +453 +4%
MP
1993
McDonald Partners
Ohio
$97.8K +$107K +246 New
OWP
1994
ORG Wealth Partners
Texas
$97.8K -$119K -273 -53%
CWM
1995
Cranbrook Wealth Management
Michigan
$97.2K – – –
DJSG
1996
D.J. St. Germain
Massachusetts
$96.2K +$30.1K +69 +40%
RF
1997
Rossby Financial
Florida
$95.4K -$46.3K -106 -31%
CG
1998
Curat Global
New Hampshire
$95.4K – – –
HIA
1999
Highland Investment Advisors
Florida
$95K +$104K +239 New
OCWP
2000
Owl Creek Wealth Partners
Colorado
$93.9K -$39.8K -91 -28%
78 79
80
81 82