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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
D
1051
Diversified
Delaware
$290K – – –
IIM
1052
Ipswich Investment Management
Massachusetts
$290K – – –
SFS
1053
Strategic Financial Services
New York
$288K – – –
EWM
1054
Evercore Wealth Management
New York
$286K – – –
FMTC
1055
Farmers & Merchants Trust Company
California
$286K – – –
CG
1056
Clarus Group
Texas
$285K – – –
DWM
1057
Dorchester Wealth Management
Quebec, Canada
$284K -$101K -360 -28%
SOW
1058
State of Wyoming
Wyoming
$283K +$5.89K +21 +2%
JSA
1059
Jacobson & Schmitt Advisors
Wisconsin
$282K – – –
SBWIC
1060
Schaper Benz & Wise Investment Counsel
Wisconsin
$282K – – –
JWCA
1061
J.W. Coons Advisors
Ohio
$279K -$11.8K -42 -4%
BOPW
1062
Brandywine Oak Private Wealth
Pennsylvania
$278K -$1.68K -6 -0.7%
BCM
1063
Brasada Capital Management
Texas
$276K – – –
BC
1064
Burney Company
Virginia
$276K – – –
CCM
1065
CAAS Capital Management
New York
$276K – – –
CA
1066
Callahan Advisors
Texas
$276K – – –
EIA
1067
Edgemoor Investment Advisors
Maryland
$276K – – –
FWCM
1068
Ferguson Wellman Capital Management
Oregon
$276K – – –
MIH
1069
Meitav Investment House
Israel
$276K – – –
NAMP
1070
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$276K – – –
RSS
1071
Rosenblum Silverman Sutton
California
$276K – – –
UWPG
1072
Ullmann Wealth Partners Group
Florida
$276K – – –
W
1073
WealthOne
New York
$276K – – –
YMRC
1074
Yorktown Management & Research Company
Virginia
$276K – – –
BFPW
1075
BOK Financial Private Wealth
Colorado
$276K +$252K +900 New
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43
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