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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
876
First United Bank & Trust
Maryland
$775K +$57.2K +183 +7%
FMLI
877
Fukoku Mutual Life Insurance
Japan
$773K +$250K +800 +43%
HCM
878
Hollencrest Capital Management
California
$772K -$20K -64 -2%
IFWM
879
Institute for Wealth Management
Colorado
$770K -$8.43K -27 -1%
HBT
880
Heartland Bank & Trust
Illinois
$770K +$123K +395 +18%
BAM
881
Belpointe Asset Management
Nevada
$759K +$66.5K +213 +9%
CGI
882
Comgest Global Investors
France
$758K – – –
MCP
883
Mirador Capital Partners
California
$754K +$83.4K +267 +12%
KIA
884
KCM Investment Advisors
California
$752K +$9.37K +30 +1%
FFP
885
FourThought Financial Partners
Florida
$751K -$44.7K -143 -5%
CI
886
Conning Inc
Connecticut
$747K -$9.37K -30 -1%
CT
887
Columbia Trust
Oregon
$745K -$3.12K -10 -0.4%
GCM
888
Geneva Capital Management
Wisconsin
$743K -$23.4K -75 -3%
TTWM
889
TCV Trust & Wealth Management
Virginia
$742K – – –
SPWM
890
Schrum Private Wealth Management
Florida
$736K – – –
DIA
891
Dana Investment Advisors
Wisconsin
$735K +$55.6K +178 +8%
JIC
892
Joel Isaacson & Co
New York
$733K – – –
MIM
893
Moseley Investment Management
Florida
$732K +$28.1K +90 +4%
SRC
894
Stone Run Capital
New York
$731K – – –
CCM
895
CAAS Capital Management
New York
$731K +$781K +2,500 New
PWPS
896
Pinnacle Wealth Planning Services
Ohio
$729K -$29K -93 -4%
FIM
897
Freedom Investment Management
Connecticut
$726K +$203K +651 +36%
LG
898
LaFleur & Godfrey
Michigan
$725K -$31.2K -100 -4%
PI
899
PGGM Investments
Netherlands
$724K +$298K +954 +63%
AFG
900
Allegheny Financial Group
Pennsylvania
$718K +$6.56K +21 +0.9%
34 35
36
37 38