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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2001
Hendershot Investments
Virginia
$237K +$9.05K +17 +4%
FWM
2002
Focused Wealth Management
New York
$237K +$223K +418 New
SGWP
2003
Sun Group Wealth Partners
California
$236K +$222K +417 New
MF
2004
Manchester Financial
California
$236K +$221K +416 New
PWP
2005
Ponta Wealth Partners
Florida
$234K +$220K +414 New
SL
2006
Summitry LLC
California
$233K +$219K +412 New
JF
2007
JSF Financial
California
$233K -$80.4K -151 -27%
GAM
2008
Griffin Asset Management
New York
$233K +$219K +412 New
MWA
2009
Midland Wealth Advisors
Illinois
$233K +$219K +412 New
OFW
2010
Omnia Family Wealth
Florida
$233K +$219K +412 New
VC
2011
Vestor Capital
Illinois
$233K +$2.76M +5,184 +1,186%
KFS
2012
Kaizen Financial Strategies
California
$233K +$1.06K +2 +0.5%
WA
2013
WPG Advisers
Maryland
$233K +$9.05K +17 +4%
PWAC
2014
Private Wealth Advisors (California)
California
$233K +$219K +411 New
GP
2015
Greenline Partners
New York
$232K +$218K +410 New
MFIM
2016
Mesirow Financial Investment Management
Illinois
$232K -$82.5K -155 -27%
M1FG
2017
Mach-1 Financial Group
Arkansas
$232K -$222K -417 -50%
HCM
2018
Hudson Capital Management
New Jersey
$232K +$218K +409 New
EAM
2019
Everstar Asset Management
North Carolina
$230K +$216K +406 New
GC
2020
Giverny Capital
Quebec, Canada
$229K +$216K +405 New
SNBOSD
2021
Security National Bank of So Dak
Iowa
$229K +$216K +405 New
WPP
2022
Whalerock Point Partners
Rhode Island
$229K +$216K +405 New
CA
2023
Calton & Associates
Florida
$229K +$215K +404 New
CAM
2024
Concorde Asset Management
Michigan
$229K +$215K +404 New
TCBWMS
2025
Texas Capital Bank Wealth Management Services
Texas
$229K +$215K +404 New
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81
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