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ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1976
Focused Wealth Management
New York
$209K +$17.7K +35 +8%
BIM
1977
Breakwater Investment Management
Washington
$208K +$506 +1 +0.2%
SWP
1978
Semus Wealth Partners
Florida
$207K -$13.2K -26 -5%
FPW
1979
Flagship Private Wealth
Massachusetts
$207K – – –
FDS
1980
First Dallas Securities
Texas
$207K +$228K +450 New
IFA
1981
Index Fund Advisors
California
$207K -$222K -438 -49%
SNBOSD
1982
Security National Bank of So Dak
Iowa
$207K +$22.3K +44 +11%
NG
1983
Novem Group
New York
$206K -$12.6K -25 -5%
FPGK
1984
Financial Partners Group (Kansas)
Kansas
$206K +$5.57K +11 +3%
BAM
1985
Berkshire Asset Management
Pennsylvania
$206K -$2.53K -5 -1%
T
1986
TrustBank
Illinois
$205K – – –
WWM
1987
WT Wealth Management
Arizona
$204K +$9.61K +19 +4%
PWAM
1988
Private Wealth Asset Management
Iowa
$204K -$1.01K -2 -0.4%
HFP
1989
Holistic Financial Partners
Indiana
$203K -$65.8K -130 -23%
ST
1990
Spinnaker Trust
Maine
$203K -$9.11K -18 -4%
TWM
1991
Tanager Wealth Management
United Kingdom
$203K +$21.8K +43 +11%
RCM
1992
Raleigh Capital Management
North Carolina
$203K +$35.4K +70 +19%
LOAMU
1993
Lombard Odier Asset Management (USA)
New York
$203K +$223K +440 New
MIFH
1994
Migdal Insurance & Financial Holdings
Israel
$202K – – –
CWA
1995
Canvas Wealth Advisors
Kansas
$201K -$4.05K -8 -2%
GGA
1996
Granite Group Advisors
Connecticut
$201K – – –
PSP
1997
Principal Street Partners
Tennessee
$201K -$41.5K -82 -16%
VCM
1998
Vision Capital Management
Oregon
$201K – – –
CAC
1999
Core Alternative Capital
Georgia
$201K +$39.5K +78 +22%
WAG
2000
Wilkerson Advisory Group
Missouri
$196K +$198K +391 +1,117%
78 79
80
81 82