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ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1976
Rossby Financial
Florida
$101K +$108K +196 New
BCMLT
1977
Beacon Capital Management LLC (Tennessee)
Tennessee
$100K +$12.7K +23 +13%
CSB
1978
City State Bank
Iowa
$99.1K – – –
FGA
1979
Fortis Group Advisors
New Jersey
$94.6K – – –
GG
1980
Gleason Group
Kentucky
$94.1K – – –
VNA
1981
Valley National Advisers
Pennsylvania
$93K +$71.9K +130 +217%
NC
1982
NewSquare Capital
Pennsylvania
$92.1K +$34.8K +63 +51%
TFA
1983
Toth Financial Advisory
Virginia
$90.6K +$1.66K +3 +2%
MWA
1984
Medallion Wealth Advisors
Connecticut
$89.8K +$19.9K +36 +25%
AP
1985
Atwood & Palmer
Missouri
$86.7K – – –
GKIM
1986
GW&K Investment Management
Massachusetts
$83K +$1.11K +2 +1%
EFMH
1987
E Fund Management (HK)
Hong Kong
$83K +$76.3K +138 +476%
BIA
1988
Bell Investment Advisors
California
$82.7K -$1.66K -3 -2%
CWM
1989
Crowley Wealth Management
Delaware
$81.7K – – –
JWA
1990
JFS Wealth Advisors
Pennsylvania
$75.3K +$1.66K +3 +2%
ME
1991
McIlrath & Eck
Washington
$73.8K +$3.87K +7 +5%
FDCP
1992
Foster Dykema Cabot & Partners
Massachusetts
$72.8K – – –
SCB
1993
Saudi Central Bank
Saudi Arabia
$69.3K +$77.4K +140 New
CHC
1994
City Holding Co
West Virginia
$67.8K +$6.08K +11 +9%
SA
1995
SRH Advisors
Kansas
$66.9K – – –
TWD
1996
True Wealth Design
Ohio
$66.6K +$553 +1 +0.8%
S
1997
Sachetta
Massachusetts
$65.4K -$553 -1 -0.8%
ABWM
1998
Alpine Bank Wealth Management
Colorado
$64.9K +$72.4K +131 New
VWA
1999
VSM Wealth Advisory
Maryland
$63.9K – – –
BAM
2000
Byrne Asset Management
New Jersey
$61.4K -$17.1K -31 -20%
78 79
80
81 82