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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PVH
1126
Psagot Value Holdings
Israel
$347K -$819K -2,380 -71%
LA
1127
LexAurum Advisors
Kansas
$347K – – –
NP
1128
NorthRock Partners
Minnesota
$347K +$332K +966 New
GT
1129
Glenview Trust
Kentucky
$345K – – –
PPW
1130
Parcion Private Wealth
Washington
$344K -$726K -2,110 -66%
GIA
1131
Guyasuta Investment Advisors
Pennsylvania
$341K – – –
FAG
1132
Fortitude Advisory Group
Washington
$341K +$327K +949 New
IIM
1133
Ipswich Investment Management
Massachusetts
$340K -$10.3K -30 -3%
D
1134
Diversified
Delaware
$340K – – –
UWPG
1135
Ullmann Wealth Partners Group
Florida
$340K – – –
AWA
1136
Aaron Wealth Advisors
Illinois
$338K +$49.2K +143 +18%
HCM
1137
Hall Capital Management
Rhode Island
$337K -$25.5K -74 -7%
EWM
1138
Evercore Wealth Management
New York
$336K – – –
TWA
1139
TCI Wealth Advisors
Arizona
$335K -$1.72K -5 -0.5%
FMTC
1140
Farmers & Merchants Trust Company
California
$334K – – –
MPPLM
1141
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$332K +$10.7K +31 +3%
HI
1142
Harbour Investments
Wisconsin
$331K -$222K -644 -41%
JSA
1143
Jacobson & Schmitt Advisors
Wisconsin
$331K – – –
TSS
1144
Two Sigma Securities
New York
$331K +$317K +920 New
MW
1145
Marcum Wealth
Ohio
$324K +$311K +903 New
BFO
1146
Boston Family Office
Massachusetts
$323K -$29.2K -85 -9%
CA
1147
Callahan Advisors
Texas
$323K – – –
FWCM
1148
Ferguson Wellman Capital Management
Oregon
$323K – – –
NAMP
1149
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$323K – – –
PI
1150
Parkside Investments
Illinois
$323K – – –
44 45
46
47 48