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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
1126
Kelly Lawrence W & Associates
California
$224K – – –
AWA
1127
Aaron Wealth Advisors
Illinois
$224K +$205K +732 New
PWS
1128
Paragon Wealth Strategies
Florida
$223K +$204K +726 New
OA
1129
Oxbow Advisors
Texas
$221K +$202K +720 New
PWLP
1130
Prio Wealth Limited Partnership
Massachusetts
$221K +$202K +720 New
VSWA
1131
Vontobel Swiss Wealth Advisors
Switzerland
$221K +$202K +720 New
FB
1132
Fulton Bank
Pennsylvania
$219K +$200K +714 New
BAM
1133
Belpointe Asset Management
Nevada
$217K +$37K +132 +23%
FMBTD
1134
First Midwest Bank Trust Division
Illinois
$217K +$199K +708 New
SYBT
1135
Stock Yards Bank & Trust
Kentucky
$217K +$199K +708 New
WMP
1136
Wealth Management Partners
Arizona
$216K +$198K +705 New
BWM
1137
BerganKDV Wealth Management
Minnesota
$215K +$168K +600 +588%
BWM
1138
BT Wealth Management
Georgia
$215K +$197K +702 New
5L
1139
55I LLC
Massachusetts
$214K +$196K +699 New
IA
1140
IFG Advisory
Georgia
$214K +$196K +699 New
MPM
1141
Meritage Portfolio Management
Kansas
$211K +$193K +687 New
TPCW
1142
TD Private Client Wealth
New York
$209K +$11.8K +42 +7%
HWA
1143
Heritage Way Advisors
Illinois
$207K +$189K +675 New
PIM
1144
Penobscot Investment Management
Massachusetts
$207K +$189K +675 New
SP
1145
Successful Portfolios
Florida
$206K +$189K +672 New
CCFCSB
1146
Cape Cod Five Cents Savings Bank
Massachusetts
$205K +$188K +669 New
HIP
1147
HUB Investment Partners
Texas
$204K +$187K +666 New
PP
1148
Patron Partners
Texas
$204K +$187K +666 New
MAM
1149
Magellan Asset Management
Australia
$203K +$12.6K +45 +7%
CFO
1150
CVA Family Office
Colorado
$203K +$102K +363 +121%
44 45
46
47 48