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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
KOCAA
1226
Knights of Columbus Asset Advisors
Connecticut
$224K +$12K +41 +6%
FIM
1227
Freedom Investment Management
Connecticut
$223K -$171K -587 -44%
CCG
1228
Cypress Capital Group
Florida
$223K -$5.84K -20 -3%
KLWA
1229
Kelly Lawrence W & Associates
California
$221K – – –
HLOC
1230
H.L. Ormond & Company
North Carolina
$221K +$214K +732 New
HFM
1231
Harvest Fund Management
China
$219K -$937K -3,209 -82%
PWS
1232
Paragon Wealth Strategies
Florida
$219K – – –
FCM
1233
Fourpath Capital Management
Oklahoma
$219K +$19K +65 +10%
FW
1234
FirstPurpose Wealth
Utah
$219K +$21.3K +73 +11%
TCM
1235
Tufton Capital Management
Maryland
$217K -$4.38K -15 -2%
RPWA
1236
Regent Peak Wealth Advisors
Georgia
$217K -$2.63K -9 -1%
PWLP
1237
Prio Wealth Limited Partnership
Massachusetts
$217K – – –
FSC
1238
Full Sail Capital
Oklahoma
$216K -$30.1K -103 -13%
WMP
1239
Wealth Management Partners
Arizona
$216K – – –
BWM
1240
BT Wealth Management
Georgia
$214K -$3.51K -12 -2%
TPCW
1241
TD Private Client Wealth
New York
$214K +$17.8K +61 +9%
AWE
1242
Avidian Wealth Enterprises
Texas
$213K -$39.1K -134 -16%
PTP
1243
Platform Technology Partners
New York
$213K +$14K +48 +7%
PP
1244
PDS Planning
Ohio
$212K +$205K +702 New
MC
1245
Machina Capital
France
$211K -$263K -900 -56%
HFS
1246
Howard Financial Services
Texas
$210K -$4.97K -17 -2%
FM
1247
Foster & Motley
Ohio
$209K +$2.04K +7 +1%
BBA
1248
BLB&B Advisors
Pennsylvania
$209K +$13.1K +45 +7%
DCM
1249
Donaldson Capital Management
Indiana
$208K -$176K -603 -47%
MAM
1250
Magellan Asset Management
Australia
$208K -$292 -1 -0.1%
48 49
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