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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2001
Adalta Capital Management
New York
$204K – – –
MIC
2002
Meridian Investment Counsel
California
$204K +$196K +375 New
KCM
2003
Kathmere Capital Management
Pennsylvania
$203K +$195K +373 New
RTC
2004
Real Talk Capital
Tennessee
$202K +$194K +371 New
WA
2005
Wealth Architects
California
$202K +$194K +371 New
NWWA
2006
New Wave Wealth Advisors
Arkansas
$201K +$193K +370 New
OCM
2007
Osterweis Capital Management
California
$200K +$192K +368 New
BC
2008
Bayforest Capital
United Kingdom
$199K +$191K +366 New
CG
2009
Curat Global
New Hampshire
$196K – – –
BCM
2010
Berbice Capital Management
New York
$193K +$54.9K +105 +42%
RA
2011
Rise Advisors
New York
$192K -$12.5K -24 -6%
HWP
2012
Highline Wealth Partners
California
$191K +$76.9K +147 +72%
WA
2013
WPG Advisers
Maryland
$190K -$157K -301 -46%
NRG
2014
Nemes Rush Group
Michigan
$190K +$2.61K +5 +1%
GWM
2015
Gitterman Wealth Management
New Jersey
$189K +$182K +348 New
AGWCA
2016
Annis Gardner Whiting Capital Advisors
Florida
$189K +$63.8K +122 +54%
CCM
2017
Chilton Capital Management
Texas
$178K +$145K +277 +554%
CAM
2018
Clarity Asset Management
Iowa
$177K +$170K +326 New
CT
2019
Colonial Trust
South Carolina
$176K +$48.6K +93 +40%
PMFA
2020
Plante Moran Financial Advisors
Michigan
$175K -$85.2K -163 -34%
MHR
2021
Matthew Hamilton Rosenberg
$174K -$523 -1 -0.3%
RS
2022
Rakuten Securities
Japan
$173K +$523 +1 +0.3%
CCG
2023
Ceeto Capital Group
Florida
$170K – – –
ANBT
2024
American National Bank & Trust
Texas
$170K +$9.94K +19 +6%
WA
2025
Whipplewood Advisors
Colorado
$168K -$114K -218 -41%
79 80
81
82 83