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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
2001
CBIZ Investment Advisory Services
Ohio
$28.7K – – –
DCM
2002
Disciplina Capital Management
Tennessee
$28.7K – – –
AEPWM
2003
Atlantic Edge Private Wealth Management
Florida
$28.7K +$1.56K +3 +6%
CYG
2004
Clean Yield Group
Vermont
$28.2K – – –
EPW
2005
Evergreen Private Wealth
Colorado
$28.2K – – –
HC
2006
Hurley Capital
New York
$27.8K +$25.5K +49 New
BTD
2007
BankPlus Trust Department
Mississippi
$27.7K +$27.6K +53 New
FPF
2008
First Pacific Financial
Washington
$27.1K – – –
ATC
2009
Adirondack Trust Company
New York
$26.6K – – –
OIA
2010
Optimum Investment Advisors
Illinois
$26.1K – – –
BCM
2011
Berbice Capital Management
New York
$26.1K +$26K +50 New
HNW
2012
High Note Wealth
Minnesota
$26.1K +$26K +50 New
PAM
2013
Parvin Asset Management
South Dakota
$26.1K +$26K +50 New
1IA
2014
1620 Investment Advisors
Massachusetts
$25.8K -$5.21K -10 -17%
LWANC
2015
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.1K – – –
CNBT
2016
Cornerstone National Bank & Trust
Illinois
$25.1K – – –
AF
2017
Atala Financial
California
$25.1K +$25K +48 New
CTWM
2018
Cherry Tree Wealth Management
Minnesota
$24K – – –
AFG
2019
Albion Financial Group
Utah
$23.5K +$23.4K +45 New
SL
2020
Salomon & Ludwin
Virginia
$23.5K -$1.04K -2 -4%
HIW
2021
Holos Integrated Wealth
Pennsylvania
$23.5K +$23.4K +45 New
BOJHT
2022
Bank of Jackson Hole Trust
Wyoming
$23K +$22.9K +44 New
HCA
2023
Heck Capital Advisors
Wisconsin
$23K +$22.9K +44 New
W
2024
WealthCollab
Washington
$22.4K -$8.33K -16 -27%
DJSG
2025
D.J. St. Germain
Massachusetts
$22.4K – – –
79 80
81
82 83