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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1101
Edge Capital Group
Georgia
$178K -$7.51K -32 -3%
TWA
1102
TCI Wealth Advisors
Arizona
$172K -$15.5K -66 -7%
PCC
1103
Park Circle Company
Maryland
$161K – – –
WT
1104
Washington Trust
Rhode Island
$161K +$9.15K +39 +5%
TWM
1105
Tradition Wealth Management
Minnesota
$153K -$5.87K -25 -3%
DCM
1106
Dupont Capital Management
Delaware
$151K -$382K -1,627 -68%
EW
1107
Evoke Wealth
California
$151K -$58.2K -248 -25%
EWA
1108
EverSource Wealth Advisors
Alabama
$150K +$47.2K +201 +37%
KLWA
1109
Kelly Lawrence W & Associates
California
$147K – – –
HFM
1110
Harvest Fund Management
China
$146K – – –
BLC
1111
Brown, Lisle/Cummings
Rhode Island
$146K +$85.6K +365 +101%
AF
1112
Advisornet Financial
Minnesota
$145K -$28.9K -123 -15%
FPS
1113
Fieldpoint Private Securities
Connecticut
$142K -$47.2K -201 -22%
CWP
1114
Concord Wealth Partners
Virginia
$141K +$23.5K +100 +17%
RP
1115
Rowlandmiller & Partners
Georgia
$141K +$50.4K +215 +44%
M
1116
MOTCO
Texas
$139K -$20.9K -89 -11%
DAC
1117
Dividend Assets Capital
South Carolina
$138K – – –
BWM
1118
BerganKDV Wealth Management
Minnesota
$132K +$46.9K +200 +44%
WPA
1119
West Paces Advisors
Georgia
$131K – – –
CFO
1120
CVA Family Office
Colorado
$130K -$27K -115 -15%
SMG
1121
Spectrum Management Group
Indiana
$129K – – –
PTC
1122
Private Trust Company
Ohio
$125K +$146K +622 New
LTI
1123
Laffer Tengler Investments
Tennessee
$124K – – –
TSWM
1124
Tyler-Stone Wealth Management
Ohio
$124K +$8.21K +35 +6%
TC
1125
Trust Company
Kansas
$123K – – –
43 44
45
46 47