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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1976
Stevens Capital Partners
Nebraska
$248K +$233K +438 New
EW
1977
Evexia Wealth
Wisconsin
$248K +$242K +454 New
BB
1978
Busey Bank
Illinois
$247K +$232K +436 New
WFAG
1979
Wescott Financial Advisory Group
Pennsylvania
$247K +$232K +436 New
VCM
1980
Vision Capital Management
Oregon
$246K +$232K +435 New
WP
1981
WealthPLAN Partners
Nebraska
$246K +$231K +434 New
PFA
1982
Pathway Financial Advisors
Vermont
$245K +$220K +414 New
FOA
1983
Five Oceans Advisors
California
$245K +$231K +433 New
TWP
1984
Triad Wealth Partners
Kansas
$245K +$231K +433 New
DWM
1985
Daner Wealth Management
Georgia
$245K +$20.2K +38 +8%
PL
1986
Plancorp LLC
Missouri
$243K +$228K +429 New
ADL
1987
Asset Dedication LLC
California
$241K -$48.4K -91 -18%
SEIA
1988
Signature Estate & Investment Advisors
California
$241K -$659K -1,238 -74%
GCA
1989
Gradient Capital Advisors
California
$241K +$226K +425 New
LGG
1990
Luts & Greenleigh Group
Maryland
$241K +$226K +425 New
WWM
1991
WT Wealth Management
Arizona
$240K +$226K +424 New
MC
1992
Matisse Capital
Oregon
$240K +$226K +424 New
GGS
1993
Galvin Gaustad & Stein
Arizona
$240K +$226K +424 New
CWP
1994
Curated Wealth Partners
California
$240K +$225K +423 New
LWA
1995
Legacy Wealth Advisors
Florida
$239K +$225K +422 New
MHWM
1996
Montz Harcus Wealth Management
Louisiana
$238K +$224K +421 New
PIN
1997
Prudent Investors Network
California
$238K +$224K +421 New
SA
1998
Stewardship Advisors
Pennsylvania
$238K +$224K +421 New
HCWM
1999
Hidden Cove Wealth Management
Washington
$238K +$224K +420 New
OPW
2000
Osprey Private Wealth
New York
$238K +$224K +420 New
78 79
80
81 82