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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1201
Harbour Investments
Wisconsin
$211K +$46.6K +191 +32%
TFA
1202
Teamwork Financial Advisors
Texas
$210K -$4.08M -16,727 -95%
HIC
1203
Holderness Investments Company
North Carolina
$209K +$192K +789 New
PP
1204
PDS Planning
Ohio
$209K +$192K +786 New
MC
1205
Middleton & Co
Massachusetts
$208K +$191K +783 New
WI
1206
WrapManager Inc
California
$208K +$191K +785 New
VCP
1207
Verus Capital Partners
Arizona
$208K +$191K +782 New
FNBOO
1208
First National Bank of Omaha
Nebraska
$205K +$188K +773 New
BFA
1209
Bragg Financial Advisors
North Carolina
$202K +$185K +760 New
AWE
1210
Avidian Wealth Enterprises
Texas
$201K +$185K +757 New
FFA
1211
Fi3 Financial Advisors
Indiana
$200K +$184K +755 New
TPCW
1212
TD Private Client Wealth
New York
$196K +$19.3K +79 +12%
PWMA
1213
Pension & Wealth Management Advisors
Massachusetts
$196K +$180K +738 New
EWA
1214
EverSource Wealth Advisors
Alabama
$196K -$47.1K -193 -21%
KLWA
1215
Kelly Lawrence W & Associates
California
$194K – – –
BLC
1216
Brown, Lisle/Cummings
Rhode Island
$192K – – –
CA
1217
Crewe Advisors
Utah
$187K +$38.8K +159 +29%
GBT
1218
Grove Bank & Trust
Florida
$187K -$410K -1,681 -71%
C
1219
Covestor
United Kingdom
$180K -$25.1K -103 -13%
BWM
1220
BerganKDV Wealth Management
Minnesota
$180K +$12.7K +52 +8%
PB
1221
Pinnacle Bancorp
Nebraska
$177K – – –
DAC
1222
Dividend Assets Capital
South Carolina
$172K -$10.5K -43 -6%
AW
1223
Avion Wealth
Texas
$168K – – –
WPA
1224
West Paces Advisors
Georgia
$166K -$5.85K -24 -4%
TSWM
1225
Tyler-Stone Wealth Management
Ohio
$165K – – –
47 48
49
50 51