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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
T
2001
TOBAM
France
$21K – – –
SA
2002
Scarborough Advisors
Maryland
$20.6K +$1.44K +3 +7%
HNW
2003
High Note Wealth
Minnesota
$20.6K +$6.24K +13 +39%
RWA
2004
Redmont Wealth Advisors
Illinois
$20.1K – – –
AG
2005
AmeriFlex Group
Nevada
$19.7K -$116K -242 -85%
HIW
2006
Holos Integrated Wealth
Pennsylvania
$19.3K – – –
HNB
2007
Hilltop National Bank
Wyoming
$19.2K -$175K -365 -89%
W
2008
WealthCollab
Washington
$19.2K – – –
IWM
2009
IMG Wealth Management
Florida
$18.3K – – –
BI
2010
Binnacle Investments
Iowa
$17.4K -$1.44K -3 -7%
MSWA
2011
Marshall & Sterling Wealth Advisors
New York
$16.1K – – –
BC
2012
Barrett & Company
Rhode Island
$16.1K – – –
RF
2013
Robinswood Financial
Washington
$16.1K – – –
SWIM
2014
Smallwood Wealth Investment Management
New Jersey
$16.1K – – –
JFG
2015
JDM Financial Group
Texas
$16.1K +$3.36K +7 +24%
MAM
2016
Marquette Asset Management
Minnesota
$15.7K +$16.8K +35 New
SIS
2017
Sound Income Strategies
Florida
$15.5K +$480 +1 +3%
1IA
2018
1620 Investment Advisors
Massachusetts
$15.4K – – –
BFS
2019
Bare Financial Services
Pennsylvania
$15.2K +$6.72K +14 +70%
CMA
2020
Cedar Mountain Advisors
Oregon
$14.8K +$1.44K +3 +10%
EWP
2021
Elevation Wealth Partners
California
$14.3K +$15.4K +32 New
STB
2022
S&T Bank
Pennsylvania
$13.9K +$4.8K +10 +48%
RF
2023
Roxbury Financial
New Jersey
$13.4K -$3.84K -8 -21%
CT
2024
Coastline Trust
Rhode Island
$13.4K – – –
DI
2025
DAGCO Inc
Ohio
$13.4K – – –
79 80
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