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ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
1976
Highline Wealth Partners
California
$101K +$100K +181 +787%
RF
1977
Rossby Financial
Florida
$101K +$108K +196 New
BCMLT
1978
Beacon Capital Management LLC (Tennessee)
Tennessee
$100K +$12.7K +23 +13%
CSB
1979
City State Bank
Iowa
$99.1K – – –
FGA
1980
Fortis Group Advisors
New Jersey
$94.6K – – –
GG
1981
Gleason Group
Kentucky
$94.1K – – –
VNA
1982
Valley National Advisers
Pennsylvania
$93K +$71.9K +130 +217%
NC
1983
NewSquare Capital
Pennsylvania
$92.1K +$34.8K +63 +51%
TFA
1984
Toth Financial Advisory
Virginia
$90.6K +$1.66K +3 +2%
MWA
1985
Medallion Wealth Advisors
Connecticut
$89.8K +$19.9K +36 +25%
AP
1986
Atwood & Palmer
Missouri
$86.7K – – –
GKIM
1987
GW&K Investment Management
Massachusetts
$83K +$1.11K +2 +1%
EFMH
1988
E Fund Management (HK)
Hong Kong
$83K +$76.3K +138 +476%
BIA
1989
Bell Investment Advisors
California
$82.7K -$1.66K -3 -2%
CWM
1990
Crowley Wealth Management
Delaware
$81.7K – – –
JWA
1991
JFS Wealth Advisors
Pennsylvania
$75.3K +$1.66K +3 +2%
ME
1992
McIlrath & Eck
Washington
$73.8K +$3.87K +7 +5%
FDCP
1993
Foster Dykema Cabot & Partners
Massachusetts
$72.8K – – –
SCB
1994
Saudi Central Bank
Saudi Arabia
$69.3K +$77.4K +140 New
CHC
1995
City Holding Co
West Virginia
$67.8K +$6.08K +11 +9%
SA
1996
SRH Advisors
Kansas
$66.9K – – –
TWD
1997
True Wealth Design
Ohio
$66.6K +$553 +1 +0.8%
S
1998
Sachetta
Massachusetts
$65.4K -$553 -1 -0.8%
ABWM
1999
Alpine Bank Wealth Management
Colorado
$64.9K +$72.4K +131 New
VWA
2000
VSM Wealth Advisory
Maryland
$63.9K – – –
78 79
80
81 82