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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1026
LexAurum Advisors
Kansas
$236K – – –
GIA
1027
Guyasuta Investment Advisors
Pennsylvania
$234K – – –
AIM
1028
Acropolis Investment Management
Missouri
$233K – – –
D
1029
Diversified
Delaware
$233K – – –
IIM
1030
Ipswich Investment Management
Massachusetts
$233K – – –
JWCA
1031
J.W. Coons Advisors
Ohio
$232K – – –
BBNA
1032
Bremer Bank National Association
Minnesota
$231K – – –
TNA
1033
True North Advisors
Texas
$231K – – –
SFS
1034
Strategic Financial Services
New York
$231K +$236K +939 New
FMTC
1035
Farmers & Merchants Trust Company
California
$230K – – –
EWM
1036
Evercore Wealth Management
New York
$230K +$3.02K +12 +1%
RWM
1037
Ritholtz Wealth Management
New York
$229K -$27.2K -108 -10%
CG
1038
Clarus Group
Texas
$228K – – –
JSA
1039
Jacobson & Schmitt Advisors
Wisconsin
$227K – – –
SBWIC
1040
Schaper Benz & Wise Investment Counsel
Wisconsin
$227K – – –
BOPW
1041
Brandywine Oak Private Wealth
Pennsylvania
$225K -$6.79K -27 -3%
VCA
1042
Verdence Capital Advisors
Maryland
$225K -$2.26K -9 -1%
TWA
1043
TCI Wealth Advisors
Arizona
$225K +$12.1K +48 +6%
FBFS
1044
First Business Financial Services
Wisconsin
$225K +$230K +915 New
STA
1045
Summit Trail Advisors
New York
$225K +$230K +915 New
LFAS
1046
Level Four Advisory Services
Texas
$223K -$24.2K -96 -10%
WF
1047
WoodTrust Financial
Wisconsin
$222K -$22.6K -90 -9%
EIA
1048
Edgemoor Investment Advisors
Maryland
$222K -$2.26K -9 -1%
BCM
1049
Brasada Capital Management
Texas
$222K – – –
BC
1050
Burney Company
Virginia
$222K – – –
40 41
42
43 44