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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1226
Allegheny Financial Group
Pennsylvania
$1.1M +$1.05K +2 +0.1%
HBT
1227
Heartland Bank & Trust
Illinois
$1.1M -$21.4K -41 -2%
IW
1228
IronOak Wealth
Texas
$1.1M +$1.06M +2,022 New
KNW
1229
Kesler Norman & Wride
Utah
$1.1M +$127K +242 +14%
CT
1230
Chicago Trust
Illinois
$1.09M +$348K +665 +49%
PCMU
1231
Paragon Capital Management (Utah)
Utah
$1.09M -$17.8K -34 -2%
AWP
1232
Atlas Wealth Partners
Pennsylvania
$1.09M – – –
CCAM
1233
Codex Capital Asset Management
Texas
$1.09M – – –
NI
1234
NCP Inc
California
$1.09M – – –
SIG
1235
Sargent Investment Group
Maryland
$1.09M +$892K +1,706 +292%
CB
1236
Centennial Bank
Arkansas
$1.08M +$61.7K +118 +6%
JAG
1237
Journey Advisory Group
Kentucky
$1.07M +$65.9K +126 +7%
WPWM
1238
Western Pacific Wealth Management
Illinois
$1.07M – – –
BOM
1239
Bank of Marin
California
$1.06M – – –
JWM
1240
JGP Wealth Management
Oregon
$1.06M +$18.3K +35 +2%
MTIC
1241
Missouri Trust & Investment Company
Missouri
$1.06M +$105K +200 +11%
CI
1242
CX Institutional
Indiana
$1.05M +$30.3K +58 +3%
LG
1243
LaFleur & Godfrey
Michigan
$1.04M -$8.37K -16 -0.8%
PDL
1244
Portfolio Design Labs
California
$1.04M +$286K +547 +40%
BPW
1245
Bingham Private Wealth
California
$1.04M -$9.41K -18 -0.9%
NPF
1246
Norris Perne & French
Michigan
$1.03M -$12.5K -24 -1%
PCM
1247
Parsons Capital Management
Rhode Island
$1.03M +$75.8K +145 +8%
PWG
1248
Portside Wealth Group
Utah
$1.03M +$120K +230 +14%
BFIM
1249
Beese Fulmer Investment Management
Ohio
$1.03M +$73.2K +140 +8%
TA
1250
TFB Advisors
Kansas
$1.02M +$64.8K +124 +7%
48 49
50
51 52