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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
1976
Unique Wealth Strategies
Illinois
– -$463K -1,160 Closed
VC
1977
Vicus Capital
Pennsylvania
– -$501K -1,127 Closed
DS
1978
DRW Securities
Illinois
– -$448K -962 Closed
FEG
1979
Financial Enhancement Group
Indiana
– -$403K -893 Closed
TWM
1980
Thrive Wealth Management
Pennsylvania
– -$388K -872 Closed
MIM
1981
Morningstar Investment Management
Illinois
– -$380K -855 Closed
BC
1982
Bridgefront Capital
Texas
– -$360K -810 Closed
FI
1983
Financial Insights
Washington
– -$359K -807 Closed
MFG
1984
MidWestOne Financial Group
Iowa
– -$346K -777 Closed
IA
1985
IFG Advisory
Georgia
– -$324K -728 Closed
SMWM
1986
Silvia McColl Wealth Management
California
– -$323K -725 Closed
SP
1987
Symmetry Partners
Connecticut
– -$315K -709 Closed
OWMIAS
1988
One Wealth Management Investment & Advisory Services
Florida
– -$310K -697 Closed
TWP
1989
Triad Wealth Partners
Kansas
– -$271K -610 Closed
WP
1990
WealthPLAN Partners
Nebraska
– -$268K -603 Closed
A
1991
AJOVista
Massachusetts
– -$264K -593 Closed
IF
1992
Intrua Financial
Texas
– -$244K -549 Closed
WWS
1993
Wellington Wealth Strategies
Indiana
– -$241K -541 Closed
HWA
1994
Heartwood Wealth Advisors
Virginia
– -$233K -524 Closed
AOWM
1995
Alpha Omega Wealth Management
Virginia
– -$225K -506 Closed
DDPIC
1996
Deroy & Devereaux Private Investment Counsel
Michigan
– -$222K -500 Closed
BCM
1997
Barometer Capital Management
Ontario, Canada
– -$214K -480 Closed
RIM
1998
Redwood Investment Management
Arizona
– -$212K -473 Closed
EAMA
1999
EFG Asset Management (Americas)
Florida
– -$207K -465 Closed
EC
2000
EdgeRock Capital
Colorado
– -$134K -302 Closed
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80
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