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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1101
West Paces Advisors
Georgia
$122K – – –
HI
1102
Harbour Investments
Wisconsin
$121K – – –
SMG
1103
Spectrum Management Group
Indiana
$121K – – –
BWM
1104
BerganKDV Wealth Management
Minnesota
$117K -$6.44K -30 -5%
TSWM
1105
Tyler-Stone Wealth Management
Ohio
$116K – – –
GWS
1106
Glassman Wealth Services
Virginia
$116K +$10.3K +48 +8%
LTI
1107
Laffer Tengler Investments
Tennessee
$116K – – –
EW
1108
Evoke Wealth
California
$115K -$30.5K -142 -19%
ST
1109
Smithfield Trust
Pennsylvania
$115K – – –
TC
1110
Trust Company
Kansas
$115K – – –
CFO
1111
CVA Family Office
Colorado
$114K -$9.02K -42 -6%
PTC
1112
Private Trust Company
Ohio
$113K -$3.87K -18 -3%
MPWT
1113
MassMutual Private Wealth & Trust
Connecticut
$111K +$66.6K +310 +109%
BWP
1114
Baldwin Wealth Partners
Massachusetts
$110K -$295K -1,375 -70%
AF
1115
Advisornet Financial
Minnesota
$109K -$30.5K -142 -20%
SBL
1116
Sargent Bickham Lagudis
Colorado
$106K +$105K +489 +643%
RTC
1117
Riverview Trust Company
Washington
$105K +$77.1K +359 +178%
CA
1118
Crewe Advisors
Utah
$103K +$31.8K +148 +37%
HFM
1119
Harvest Fund Management
China
$97K -$45.3K -211 -29%
VC
1120
Vestor Capital
Illinois
$97K – – –
WBC
1121
West Branch Capital
Massachusetts
$97K +$112K +520 New
WB
1122
West Bancorporation
Iowa
$95K -$17.2K -80 -14%
QC
1123
Quent Capital
New York
$95K +$23.8K +111 +28%
CA
1124
Clearstead Advisors
Ohio
$91K -$19.3K -90 -16%
LS
1125
Livforsakringsbolaget Skandia
Sweden
$90K -$408K -1,900 -80%
43 44
45
46 47