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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSG
1976
Main Street Group
Virginia
$29.5K – – –
CJ
1977
Caitlin John
Michigan
$29.5K +$31.7K +66 New
HIMS
1978
Hager Investment Management Services
New Hampshire
$29.1K -$113K -235 -78%
RWM
1979
Raffa Wealth Management
District of Columbia
$28.2K -$40.8K -85 -57%
NCM
1980
Northwest Capital Management
Oregon
$28.2K – – –
GWS
1981
Greykasell Wealth Strategies
California
$27.3K +$29.3K +61 New
HFS
1982
Hughes Financial Services
Virginia
$27.1K – – –
KSWA
1983
Kathleen S. Wright Associates
Pennsylvania
$26.8K – – –
WOC
1984
West Oak Capital
California
$26.8K – – –
AA
1985
Addison Advisors
Vermont
$26.4K -$8.16K -17 -22%
ATC
1986
Adirondack Trust Company
New York
$26.4K +$4.8K +10 +20%
KFI
1987
Key Financial Inc
Pennsylvania
$26.3K – – –
PGAM
1988
Princeton Global Asset Management
New Jersey
$24.6K – – –
MSWM
1989
Mowery & Schoenfeld Wealth Management
Illinois
$24.2K -$3.36K -7 -11%
T
1990
Tidemark
California
$24.1K -$1.92K -4 -7%
CYG
1991
Clean Yield Group
Vermont
$24.1K – – –
FPF
1992
First Pacific Financial
Washington
$23.3K -$480 -1 -2%
BCM
1993
Berbice Capital Management
New York
$22.4K -$146K -305 -86%
OIA
1994
Optimum Investment Advisors
Illinois
$22.4K – – –
PAM
1995
Parvin Asset Management
South Dakota
$22.4K – – –
HC
1996
Hurley Capital
New York
$22.4K +$480 +1 +2%
OWP
1997
ORG Wealth Partners
Texas
$22.4K +$16.8K +35 +233%
AFG
1998
Albion Financial Group
Utah
$21.5K +$1.44K +3 +7%
CNBT
1999
Cornerstone National Bank & Trust
Illinois
$21.5K – – –
KG
2000
Kilter Group
New York
$21K -$960 -2 -4%
78 79
80
81 82