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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1226
Regent Peak Wealth Advisors
Georgia
$261K -$5.85K -17 -2%
PWS
1227
Paragon Wealth Strategies
Florida
$261K – – –
PWLP
1228
Prio Wealth Limited Partnership
Massachusetts
$259K – – –
BWM
1229
BT Wealth Management
Georgia
$259K +$6.19K +18 +3%
WMP
1230
Wealth Management Partners
Arizona
$257K +$103K +298 +42%
CPA
1231
Clear Perspective Advisors
Illinois
$257K +$246K +715 New
HFS
1232
Howard Financial Services
Texas
$256K -$9.98K -29 -4%
SYBT
1233
Stock Yards Bank & Trust
Kentucky
$255K – – –
FMBTD
1234
First Midwest Bank Trust Division
Illinois
$254K – – –
KOCAA
1235
Knights of Columbus Asset Advisors
Connecticut
$252K +$242K +702 New
FNBOO
1236
First National Bank of Omaha
Nebraska
$251K -$2.06K -6 -0.9%
BFC
1237
Blue Fin Capital
Rhode Island
$251K +$240K +699 New
BOPW
1238
Brandywine Oak Private Wealth
Pennsylvania
$250K -$64K -186 -21%
CWM
1239
Chesapeake Wealth Management
Virginia
$249K -$2.75K -8 -1%
NW
1240
NewEdge Wealth
Pennsylvania
$249K +$238K +692 New
MAM
1241
Magellan Asset Management
Australia
$248K +$40.3K +117 +20%
LSPW
1242
Lake Street Private Wealth
Illinois
$248K +$237K +689 New
MPM
1243
Meritage Portfolio Management
Kansas
$247K – – –
FM
1244
Foster & Motley
Ohio
$247K +$13.4K +39 +6%
IC
1245
Intersect Capital
California
$246K -$15.5K -45 -6%
BBNA
1246
Bremer Bank National Association
Minnesota
$245K – – –
HTHT
1247
Hemenway Trust Hemenway Trust
New Hampshire
$244K +$8.26K +24 +4%
GIA
1248
Gladstone Institutional Advisory
Florida
$243K -$1.32M -3,833 -85%
SICM
1249
Sustainable Insight Capital Management
New York
$243K -$17.2K -50 -7%
HWA
1250
Heritage Way Advisors
Illinois
$243K – – –
48 49
50
51 52