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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HPBT
2001
Hickory Point Bank & Trust
Illinois
$76K – – –
AWM
2002
Aberdeen Wealth Management
Illinois
$75.6K +$83K +190 New
FLP
2003
Financial Life Planners
Arizona
$74.8K -$3.93K -9 -5%
DMBA
2004
Deseret Mutual Benefit Administrators
Utah
$74.4K +$874 +2 +1%
CHC
2005
City Holding Co
West Virginia
$72K +$7.43K +17 +10%
S
2006
Sachetta
Massachusetts
$70.8K +$15.7K +36 +25%
CSB
2007
City State Bank
Iowa
$70.4K – – –
LWM
2008
Lodestone Wealth Management
Washington
$68.8K -$10.9K -25 -13%
BIA
2009
Bell Investment Advisors
California
$68.4K -$2.62K -6 -3%
AP
2010
Atwood & Palmer
Missouri
$68.4K – – –
MWPCG
2011
Measured Wealth Private Client Group
New Hampshire
$68K – – –
SWAG
2012
Spectrum Wealth Advisory Group
California
$66.8K +$73.4K +168 New
BBPWM
2013
Blue Bell Private Wealth Management
Pennsylvania
$65.2K +$2.18K +5 +3%
PPA
2014
Pilgrim Partners Asia
Singapore
$63.6K – – –
WPWM
2015
Western Pacific Wealth Management
Illinois
$63.6K – – –
CPG
2016
Cornerstone Planning Group
New Jersey
$63K -$10K -23 -11%
GKIM
2017
GW&K Investment Management
Massachusetts
$62K -$24K -55 -26%
GFA
2018
Godfrey Financial Associates
New York
$61.6K – – –
MA
2019
MCF Advisors
Kentucky
$60.8K -$17.9K -41 -21%
SL
2020
Salomon & Ludwin
Virginia
$60.8K -$44.6K -102 -40%
SC
2021
Solstein Capital
California
$60K -$93.9K -215 -59%
JSAM
2022
J. Safra Asset Management
New York
$58.5K -$193K -441 -75%
FDCP
2023
Foster Dykema Cabot & Partners
Massachusetts
$58.5K – – –
SEP
2024
Signature Equity Partners
Ohio
$58.1K +$15.3K +35 +32%
SW
2025
StrongBox Wealth
Missouri
$58.1K +$63.8K +146 New
79 80
81
82 83