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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2001
Byrne Asset Management
New Jersey
$61.4K -$17.1K -31 -20%
CAL
2002
Capital Advisors Ltd
Ohio
$61K – – –
MS
2003
Mizuho Securities
Japan
$59.4K -$99.5K -180 -60%
FA
2004
Financial Avengers
California
$59.4K -$5.53K -10 -8%
BBPWM
2005
Blue Bell Private Wealth Management
Pennsylvania
$59.4K – – –
PP
2006
PrairieView Partners
Minnesota
$59K – – –
SOW
2007
State of Wyoming
Wyoming
$57.5K +$64.2K +116 New
DCM
2008
Disciplina Capital Management
Tennessee
$56.5K +$32.6K +59 +107%
CPG
2009
Cornerstone Planning Group
New Jersey
$56.1K +$23.8K +43 +60%
MFC
2010
Mechanics Financial Corp
Ohio
$55.5K +$61.9K +112 New
GIA
2011
GHP Investment Advisors
Colorado
$55K -$4.98K -9 -8%
IMC
2012
Investment Management Corporation
Virginia
$55K +$1.11K +2 +2%
MAS
2013
MPWM Advisory Solutions
Georgia
$54.5K – – –
BWM
2014
Bernard Wealth Management
Michigan
$53.5K – – –
UCB
2015
United Community Bank
South Carolina
$52K +$58.1K +105 New
MCA
2016
Midwest Capital Advisors
Michigan
$51.5K – – –
CTA
2017
Colonial Trust Advisors
South Carolina
$50.5K +$55.3K +100 +5,000%
MCA
2018
Maryland Capital Advisors
Maryland
$49.5K – – –
DMBA
2019
Deseret Mutual Benefit Administrators
Utah
$48.5K – – –
FFO
2020
Fortitude Family Office
Arizona
$46.6K -$9.95K -18 -16%
CWM
2021
Centricity Wealth Management
Ohio
$45.1K – – –
CH
2022
Canton Hathaway
Rhode Island
$45K – – –
ACA
2023
American Capital Advisory
Idaho
$44.6K – – –
MIA
2024
MeadowBrook Investment Advisors
Michigan
$44.6K – – –
BI
2025
Binnacle Investments
Iowa
$43.6K +$48.7K +88 New
79 80
81
82 83