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ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2001
Register Financial Advisors
Georgia
– -$112K -252 Closed
RWMG
2002
Redwood Wealth Management Group
New Jersey
– -$99.6K -224 Closed
RF
2003
Robinswood Financial
Washington
– -$89K -200 Closed
RFG
2004
RFP Financial Group
Georgia
– -$41.8K -94 Closed
MSFP
2005
Mark Sheptoff Financial Planning
Connecticut
– -$37.4K -84 Closed
KFS
2006
Kelly Financial Services
Massachusetts
– -$29.8K -67 Closed
LFA
2007
LGT Financial Advisors
Texas
– -$29.8K -67 Closed
IWA
2008
IBEX Wealth Advisors
New Jersey
– -$23.6K -53 Closed
HDIM
2009
Hanson & Doremus Investment Management
Vermont
– -$22K -50 Closed
SSG
2010
Summit Securities Group
New York
– -$21K -47 Closed
SA
2011
Scarborough Advisors
Maryland
– -$18.2K -41 Closed
GI
2012
Gradient Investments
Minnesota
– -$16K -36 Closed
VAG
2013
VisionPoint Advisory Group
Texas
– -$15.1K -34 Closed
FW
2014
Fairway Wealth
Ohio
– -$12.5K -28 Closed
EC
2015
Elequin Capital
New York
– -$9.34K -21 Closed
CWM
2016
Cedar Wealth Management
California
– -$8.01K -18 Closed
KLWA
2017
Kelly Lawrence W & Associates
California
– -$6.67K -15 Closed
SVCP
2018
Silicon Valley Capital Partners
California
– -$6.67K -15 Closed
AFWM
2019
Abich Financial Wealth Management
Virginia
– -$6.23K -14 Closed
FFA
2020
Frazier Financial Advisors
Ohio
– -$4.89K -11 Closed
WIA
2021
Wetzel Investment Advisors
Indiana
– -$4.39K -11 Closed
ETS
2022
ESL Trust Services
New York
– -$4.45K -10 Closed
AAG
2023
Armstrong Advisory Group
Massachusetts
– -$3.11K -7 Closed
LIA
2024
Lynx Investment Advisory
District of Columbia
– -$3.11K -7 Closed
RWM
2025
Ruedi Wealth Management
Illinois
– -$2.22K -5 Closed
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