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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
951
Tectonic Advisors
Texas
$401K -$63.1K -225 -15%
KA
952
Kercheville Advisors
Texas
$400K -$46.3K -165 -11%
WF
953
WoodTrust Financial
Wisconsin
$400K +$114K +405 +45%
VWA
954
V Wealth Advisors
Kansas
$399K -$141K -501 -28%
PNAA
955
Pictet North America Advisors
Switzerland
$397K +$9.26K +33 +3%
KM
956
Kalos Management
Georgia
$396K +$332K +1,182 New
TFS
957
TrustCore Financial Services
Tennessee
$395K +$30.3K +108 +9%
DP
958
Dearborn Partners
Illinois
$393K -$8.42K -30 -2%
WWM
959
Western Wealth Management
Colorado
$392K +$357K +1,272 New
TCBWMS
960
Texas Capital Bank Wealth Management Services
Texas
$387K +$7.58K +27 +2%
TPA
961
Trivium Point Advisory
Connecticut
$386K +$353K +1,260 New
AWM
962
Aries Wealth Management
Maine
$383K +$5.89K +21 +2%
AAP
963
Arax Advisory Partners
Colorado
$383K +$351K +1,251 New
FNBOH
964
First National Bank of Hutchinson
Kansas
$380K -$23.6K -84 -6%
DC
965
Davenport & Co
Virginia
$380K +$348K +1,239 New
CIM
966
Contravisory Investment Management
Massachusetts
$379K – – –
NSIM
967
North Star Investment Management
Illinois
$377K +$274K +975 +382%
SN
968
Sittner & Nelson
Oregon
$372K – – –
PFS
969
Prospera Financial Services
Texas
$370K +$6.73K +24 +2%
LIM
970
Leavell Investment Management
Alabama
$369K – – –
CM
971
Castleark Management
Illinois
$368K – – –
TSWM
972
Triangle Securities Wealth Management
North Carolina
$368K – – –
BWP
973
BSW Wealth Partners
Colorado
$368K +$89.2K +318 +36%
PMAS
974
PNC Managed Account Solutions
Texas
$368K +$337K +1,200 New
PI
975
Parkside Investments
Illinois
$367K – – –
37 38
39
40 41