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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
2001
Osprey Private Wealth
New York
$238K +$224K +420 New
HI
2002
Hendershot Investments
Virginia
$237K +$9.05K +17 +4%
FWM
2003
Focused Wealth Management
New York
$237K +$223K +418 New
SGWP
2004
Sun Group Wealth Partners
California
$236K +$222K +417 New
MF
2005
Manchester Financial
California
$236K +$221K +416 New
PWP
2006
Ponta Wealth Partners
Florida
$234K +$220K +414 New
SL
2007
Summitry LLC
California
$233K +$219K +412 New
JF
2008
JSF Financial
California
$233K -$80.4K -151 -27%
GAM
2009
Griffin Asset Management
New York
$233K +$219K +412 New
MWA
2010
Midland Wealth Advisors
Illinois
$233K +$219K +412 New
OFW
2011
Omnia Family Wealth
Florida
$233K +$219K +412 New
VC
2012
Vestor Capital
Illinois
$233K +$2.76M +5,184 +1,186%
KFS
2013
Kaizen Financial Strategies
California
$233K +$1.06K +2 +0.5%
WA
2014
WPG Advisers
Maryland
$233K +$9.05K +17 +4%
PWAC
2015
Private Wealth Advisors (California)
California
$233K +$219K +411 New
GP
2016
Greenline Partners
New York
$232K +$218K +410 New
MFIM
2017
Mesirow Financial Investment Management
Illinois
$232K -$82.5K -155 -27%
M1FG
2018
Mach-1 Financial Group
Arkansas
$232K -$222K -417 -50%
HCM
2019
Hudson Capital Management
New Jersey
$232K +$218K +409 New
EAM
2020
Everstar Asset Management
North Carolina
$230K +$216K +406 New
GC
2021
Giverny Capital
Quebec, Canada
$229K +$216K +405 New
SNBOSD
2022
Security National Bank of So Dak
Iowa
$229K +$216K +405 New
WPP
2023
Whalerock Point Partners
Rhode Island
$229K +$216K +405 New
CA
2024
Calton & Associates
Florida
$229K +$215K +404 New
CAM
2025
Concorde Asset Management
Michigan
$229K +$215K +404 New
79 80
81
82 83