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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
1976
FourThought Financial Partners
Florida
$213K +$205K +392 New
SMC
1977
Smith, Moore & Co
Missouri
$212K +$204K +391 New
BB
1978
Busey Bank
Illinois
$212K +$204K +390 New
WW
1979
Waterfront Wealth
Kansas
$212K +$204K +390 New
PIM
1980
Platinum Investment Management
Australia
$211K +$203K +389 New
TI
1981
TTP Investments
California
$211K +$203K +389 New
HR
1982
Hardy Reed
Mississippi
$211K +$203K +388 New
CWM
1983
Centric Wealth Management
Illinois
$210K -$4.71K -9 -2%
EFA
1984
Edge Financial Advisors
Illinois
$210K +$202K +387 New
FA
1985
Fagan Associates
New York
$210K +$202K +386 New
NA
1986
Nautilus Advisors
California
$210K +$202K +386 New
PWP
1987
Precedent Wealth Partners
Texas
$210K +$202K +386 New
SA
1988
Stewardship Advisors
Pennsylvania
$209K +$201K +385 New
LWL
1989
Leo Wealth LLC
Texas
$209K +$201K +385 New
TPF
1990
Tribridge Partners Financial
Maryland
$209K +$201K +384 New
MW
1991
MBL Wealth
North Carolina
$209K +$201K +384 New
SPWM
1992
Spartan Planning & Wealth Management
North Carolina
$209K +$201K +384 New
IPAM
1993
Investment Partners Asset Management
New Jersey
$208K +$200K +383 New
AA
1994
Acorns Advisers
California
$208K +$200K +383 New
WAM
1995
Walker Asset Management
Missouri
$208K +$200K +382 New
OFG
1996
Omega Financial Group
California
$207K +$199K +381 New
WCA
1997
Westover Capital Advisors
Delaware
$206K +$198K +379 New
HCWM
1998
Hidden Cove Wealth Management
Washington
$205K +$198K +378 New
BFM
1999
Boothbay Fund Management
New York
$205K -$532K -1,018 -73%
ACM
2000
Adalta Capital Management
New York
$204K – – –
78 79
80
81 82