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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1976
Pin Oak Investment Advisors
Texas
$40K – – –
SO
1977
Sierra Ocean
California
$39.7K +$39.6K +76 New
PWMG
1978
Prestige Wealth Management Group
New Jersey
$39.1K – – –
AA
1979
Addison Advisors
Vermont
$38.6K +$3.13K +6 +9%
SC
1980
Solstein Capital
California
$38.6K – – –
CWM
1981
Compass Wealth Management
Connecticut
$37.6K – – –
FCG
1982
Financial Connections Group
California
$37K – – –
PK
1983
Pflug Koory
Nebraska
$36.5K – – –
MSG
1984
Main Street Group
Virginia
$36K – – –
DRP
1985
Decker Retirement Planning
Utah
$36K +$35.9K +69 New
MCM
1986
MidAtlantic Capital Management
Virginia
$35.5K – – –
RWM
1987
Raffa Wealth Management
District of Columbia
$33.9K -$1.04K -2 -3%
B
1988
Birchbrook
Maine
$32.9K -$5.21K -10 -14%
NCM
1989
Northwest Capital Management
Oregon
$32.9K – – –
SFA
1990
Semmax Financial Advisors
North Carolina
$32.5K – – –
MSWM
1991
Mowery & Schoenfeld Wealth Management
Illinois
$31.8K -$82.8K -159 -72%
KSWA
1992
Kathleen S. Wright Associates
Pennsylvania
$31.3K – – –
KFI
1993
Key Financial Inc
Pennsylvania
$31.3K – – –
WOC
1994
West Oak Capital
California
$31.3K – – –
VNA
1995
Valley National Advisers
Pennsylvania
$31K +$5.21K +10 +20%
RI
1996
Ridgewood Investments
New Jersey
$30.8K – – –
KBFS
1997
Kohmann Bosshard Financial Services
Ohio
$30.8K +$30.7K +59 New
NFSG
1998
Newbridge Financial Services Group
Florida
$29.8K – – –
T
1999
Tidemark
California
$29.8K +$3.13K +6 +12%
SSG
2000
Summit Securities Group
New York
$29.8K +$29.7K +57 New
78 79
80
81 82