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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2001
Sunrise Financial Services
Washington
$91.1K +$17.5K +40 +21%
GEA
2002
Glen Eagle Advisors
New Jersey
$89.5K -$52.4K -120 -35%
HWA
2003
HHM Wealth Advisors
Tennessee
$89.5K +$9.18K +21 +10%
MNA
2004
Manning & Napier Advisors
New York
$88.9K -$420K -961 -81%
UOTTAIMCU
2005
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$88.7K +$97.4K +223 New
MWM
2006
Mosley Wealth Management
California
$83.9K -$449K -1,028 -83%
BG
2007
Bollard Group
Massachusetts
$83K -$33.2K -76 -27%
GCP
2008
Gill Capital Partners
Colorado
$82.7K – – –
BFPW
2009
BOK Financial Private Wealth
Colorado
$79.5K +$8.74K +20 +11%
KFAS
2010
Keating Financial Advisory Services
Kansas
$79.5K +$22.7K +52 +35%
FGA
2011
Fortis Group Advisors
New Jersey
$76K – – –
HPBT
2012
Hickory Point Bank & Trust
Illinois
$76K – – –
AWM
2013
Aberdeen Wealth Management
Illinois
$75.6K +$83K +190 New
FLP
2014
Financial Life Planners
Arizona
$74.8K -$3.93K -9 -5%
DMBA
2015
Deseret Mutual Benefit Administrators
Utah
$74.4K +$874 +2 +1%
CHC
2016
City Holding Co
West Virginia
$72K +$7.43K +17 +10%
S
2017
Sachetta
Massachusetts
$70.8K +$15.7K +36 +25%
CSB
2018
City State Bank
Iowa
$70.4K – – –
LWM
2019
Lodestone Wealth Management
Washington
$68.8K -$10.9K -25 -13%
BIA
2020
Bell Investment Advisors
California
$68.4K -$2.62K -6 -3%
AP
2021
Atwood & Palmer
Missouri
$68.4K – – –
MWPCG
2022
Measured Wealth Private Client Group
New Hampshire
$68K – – –
SWAG
2023
Spectrum Wealth Advisory Group
California
$66.8K +$73.4K +168 New
BBPWM
2024
Blue Bell Private Wealth Management
Pennsylvania
$65.2K +$2.18K +5 +3%
PPA
2025
Pilgrim Partners Asia
Singapore
$63.6K – – –
79 80
81
82 83