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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1226
KB Financial Partners
New Jersey
$165K +$41.9K +170 +36%
WPA
1227
West Paces Advisors
Georgia
$162K +$2.22K +9 +1%
C
1228
Covestor
United Kingdom
$161K -$11.3K -46 -7%
MAM
1229
Magellan Asset Management
Australia
$159K +$153K +622 New
LTI
1230
Laffer Tengler Investments
Tennessee
$158K – – –
TC
1231
Trust Company
Kansas
$156K – – –
ST
1232
Smithfield Trust
Pennsylvania
$150K – – –
T
1233
TOBAM
France
$142K +$136K +554 New
CA
1234
Crewe Advisors
Utah
$140K -$39.2K -159 -23%
CWC
1235
Carolinas Wealth Consulting
North Carolina
$136K +$35.7K +145 +38%
PTC
1236
Private Trust Company
Ohio
$135K -$6.16K -25 -5%
CWP
1237
Concord Wealth Partners
Virginia
$135K +$31.8K +129 +32%
PFBT
1238
Parkside Financial Bank & Trust
Missouri
$130K +$2.96K +12 +2%
SIMG
1239
Stephens Investment Management Group
Texas
$129K – – –
RTC
1240
Riverview Trust Company
Washington
$127K – – –
RDFA
1241
Ritter Daniher Financial Advisory
Ohio
$126K -$13.1K -53 -10%
AWM
1242
Abound Wealth Management
Tennessee
$125K +$3.69K +15 +3%
LFG
1243
Larson Financial Group
Missouri
$123K +$28.8K +117 +32%
LS
1244
Livforsakringsbolaget Skandia
Sweden
$123K – – –
SAM
1245
S.A. Mason
Michigan
$119K – – –
BCM
1246
Blume Capital Management
California
$117K – – –
BFEC
1247
Benjamin F. Edwards & Company
Missouri
$113K -$2.71K -11 -2%
BBHC
1248
Brown Brothers Harriman & Co
New York
$111K +$29.1K +118 +37%
SWM
1249
Sugarloaf Wealth Management
Georgia
$109K +$15.3K +62 +17%
JWM
1250
Janiczek Wealth Management
Colorado
$102K +$3.45K +14 +4%
48 49
50
51 52