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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2001
Capital Advisors Ltd
Ohio
$61K – – –
MS
2002
Mizuho Securities
Japan
$59.4K -$99.5K -180 -60%
FA
2003
Financial Avengers
California
$59.4K -$5.53K -10 -8%
BBPWM
2004
Blue Bell Private Wealth Management
Pennsylvania
$59.4K – – –
PP
2005
PrairieView Partners
Minnesota
$59K – – –
SOW
2006
State of Wyoming
Wyoming
$57.5K +$64.2K +116 New
DCM
2007
Disciplina Capital Management
Tennessee
$56.5K +$32.6K +59 +107%
CPG
2008
Cornerstone Planning Group
New Jersey
$56.1K +$23.8K +43 +60%
MFC
2009
Mechanics Financial Corp
Ohio
$55.5K +$61.9K +112 New
GIA
2010
GHP Investment Advisors
Colorado
$55K -$4.98K -9 -8%
IMC
2011
Investment Management Corporation
Virginia
$55K +$1.11K +2 +2%
MAS
2012
MPWM Advisory Solutions
Georgia
$54.5K – – –
BWM
2013
Bernard Wealth Management
Michigan
$53.5K – – –
UCB
2014
United Community Bank
South Carolina
$52K +$58.1K +105 New
MCA
2015
Midwest Capital Advisors
Michigan
$51.5K – – –
CTA
2016
Colonial Trust Advisors
South Carolina
$50.5K +$55.3K +100 +5,000%
MCA
2017
Maryland Capital Advisors
Maryland
$49.5K – – –
DMBA
2018
Deseret Mutual Benefit Administrators
Utah
$48.5K – – –
FFO
2019
Fortitude Family Office
Arizona
$46.6K -$9.95K -18 -16%
CWM
2020
Centricity Wealth Management
Ohio
$45.1K – – –
CH
2021
Canton Hathaway
Rhode Island
$45K – – –
ACA
2022
American Capital Advisory
Idaho
$44.6K – – –
MIA
2023
MeadowBrook Investment Advisors
Michigan
$44.6K – – –
BI
2024
Binnacle Investments
Iowa
$43.6K +$48.7K +88 New
BOJHT
2025
Bank of Jackson Hole Trust
Wyoming
$43K +$17.1K +31 +70%
79 80
81
82 83