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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1151
Patron Partners
Texas
$234K +$14.1K +42 +6%
FNBOO
1152
First National Bank of Omaha
Nebraska
$234K +$237K +705 New
CWM
1153
Chesapeake Wealth Management
Virginia
$233K -$25.2K -75 -10%
WMP
1154
Wealth Management Partners
Arizona
$233K -$1.01K -3 -0.4%
BWM
1155
BT Wealth Management
Georgia
$233K – – –
HIP
1156
HUB Investment Partners
Texas
$232K +$11.1K +33 +5%
PHK
1157
Point72 Hong Kong
Hong Kong
$232K +$235K +699 New
PI
1158
PineBridge Investments
New York
$230K -$15.4M -45,795 -99%
PWA
1159
Physician Wealth Advisors
Utah
$230K +$700K +2,085 New
LNWTC
1160
Laird Norton Wetherby Trust Company
Washington
$229K +$233K +693 New
CWP
1161
Capital Wealth Planning
Florida
$228K -$53.4K -159 -19%
MPM
1162
Meritage Portfolio Management
Kansas
$228K – – –
BBNA
1163
Bremer Bank National Association
Minnesota
$227K -$44.3K -132 -16%
TPCW
1164
TD Private Client Wealth
New York
$227K +$1.01K +3 +0.4%
5L
1165
55I LLC
Massachusetts
$225K -$7.05K -21 -3%
HWA
1166
Heritage Way Advisors
Illinois
$224K – – –
PIM
1167
Penobscot Investment Management
Massachusetts
$224K – – –
SP
1168
Successful Portfolios
Florida
$223K – – –
CCFCSB
1169
Cape Cod Five Cents Savings Bank
Massachusetts
$223K +$1.01K +3 +0.4%
FAFN
1170
First Affirmative Financial Network
Colorado
$221K +$224K +666 New
FOA
1171
Five Oceans Advisors
California
$220K +$223K +663 New
EPWM
1172
Essex Private Wealth Management
Massachusetts
$219K -$35.3K -105 -14%
HTHT
1173
Hemenway Trust Hemenway Trust
New Hampshire
$217K -$2.02K -6 -0.9%
BBA
1174
BLB&B Advisors
Pennsylvania
$215K +$218K +648 New
FM
1175
Foster & Motley
Ohio
$215K +$218K +648 New
45 46
47
48 49