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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1976
Allstate Corporation
Illinois
– -$540K -1,214 Closed
UWS
1977
Unique Wealth Strategies
Illinois
– -$463K -1,160 Closed
VC
1978
Vicus Capital
Pennsylvania
– -$501K -1,127 Closed
DS
1979
DRW Securities
Illinois
– -$448K -962 Closed
FEG
1980
Financial Enhancement Group
Indiana
– -$403K -893 Closed
TWM
1981
Thrive Wealth Management
Pennsylvania
– -$388K -872 Closed
MIM
1982
Morningstar Investment Management
Illinois
– -$380K -855 Closed
BC
1983
Bridgefront Capital
Texas
– -$360K -810 Closed
FI
1984
Financial Insights
Washington
– -$359K -807 Closed
MFG
1985
MidWestOne Financial Group
Iowa
– -$346K -777 Closed
IA
1986
IFG Advisory
Georgia
– -$324K -728 Closed
SMWM
1987
Silvia McColl Wealth Management
California
– -$323K -725 Closed
SP
1988
Symmetry Partners
Connecticut
– -$315K -709 Closed
OWMIAS
1989
One Wealth Management Investment & Advisory Services
Florida
– -$310K -697 Closed
TWP
1990
Triad Wealth Partners
Kansas
– -$271K -610 Closed
WP
1991
WealthPLAN Partners
Nebraska
– -$268K -603 Closed
A
1992
AJOVista
Massachusetts
– -$264K -593 Closed
IF
1993
Intrua Financial
Texas
– -$244K -549 Closed
WWS
1994
Wellington Wealth Strategies
Indiana
– -$241K -541 Closed
HWA
1995
Heartwood Wealth Advisors
Virginia
– -$233K -524 Closed
AOWM
1996
Alpha Omega Wealth Management
Virginia
– -$225K -506 Closed
DDPIC
1997
Deroy & Devereaux Private Investment Counsel
Michigan
– -$222K -500 Closed
BCM
1998
Barometer Capital Management
Ontario, Canada
– -$214K -480 Closed
RIM
1999
Redwood Investment Management
Arizona
– -$212K -473 Closed
EAMA
2000
EFG Asset Management (Americas)
Florida
– -$207K -465 Closed
78 79
80
81 82