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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1176
Ipswich Investment Management
Massachusetts
$325K +$1.51K +5 +0.5%
FMTC
1177
Farmers & Merchants Trust Company
California
$325K +$11.2K +37 +4%
WMA
1178
Wealth Management Associates
New Jersey
$324K -$75.9K -251 -21%
PNAA
1179
Pictet North America Advisors
Switzerland
$323K -$45.4K -150 -14%
ZIC
1180
ZWJ Investment Counsel
Georgia
$323K – – –
TCBWMS
1181
Texas Capital Bank Wealth Management Services
Texas
$322K -$4.84K -16 -2%
LSPW
1182
Lake Street Private Wealth
Illinois
$321K -$17.5K -58 -6%
BEI
1183
Benjamin Edwards Inc
Missouri
$321K +$220K +728 +345%
TA
1184
TFB Advisors
Kansas
$319K +$282K +933 New
WAS
1185
WESPAC Advisors SoCal
California
$318K -$6.05K -20 -2%
HI
1186
Harbour Investments
Wisconsin
$318K +$24.2K +80 +9%
NWM
1187
Northwest Wealth Management
Iowa
$315K -$303 -1 -0.1%
QC
1188
Quent Capital
New York
$314K +$12.7K +42 +5%
AWM
1189
Aries Wealth Management
Maine
$314K -$53.6K -177 -16%
AW
1190
Avion Wealth
Texas
$313K +$4.24K +14 +2%
FWM
1191
Finer Wealth Management
Massachusetts
$313K – – –
W
1192
WealthOne
New York
$311K – – –
AAP
1193
Arax Advisory Partners
Colorado
$310K -$129K -426 -32%
MIM
1194
Morningstar Investment Management
Illinois
$310K +$275K +908 New
LAM
1195
L2 Asset Management
Massachusetts
$308K +$19.7K +65 +8%
MPWT
1196
MassMutual Private Wealth & Trust
Connecticut
$308K +$46.9K +155 +21%
VWA
1197
Visionary Wealth Advisors
Illinois
$308K – – –
CSI
1198
Cross Staff Investments
New York
$308K – – –
NAMP
1199
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$308K – – –
PI
1200
Parkside Investments
Illinois
$308K – – –
46 47
48
49 50