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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
1251
Dividend Assets Capital
South Carolina
$208K +$202K +690 New
MPM
1252
Meritage Portfolio Management
Kansas
$207K – – –
BBNA
1253
Bremer Bank National Association
Minnesota
$206K – – –
AHC
1254
Adell Harriman & Carpenter
Texas
$206K +$199K +682 New
HTHT
1255
Hemenway Trust Hemenway Trust
New Hampshire
$205K – – –
MMPW
1256
Mitchell McLeod Pugh & Williams
Alabama
$205K +$14.6K +50 +8%
RSWM
1257
Robertson Stephens Wealth Management
California
$205K +$199K +681 New
CWM
1258
Chesapeake Wealth Management
Virginia
$204K -$5.84K -20 -3%
PIM
1259
Penobscot Investment Management
Massachusetts
$204K – – –
VCM
1260
Viewpoint Capital Management
Washington
$204K – – –
OIA
1261
OneDigital Investment Advisors
Kansas
$204K +$198K +677 New
VC
1262
Vicus Capital
Pennsylvania
$203K -$59K -202 -23%
FOA
1263
Five Oceans Advisors
California
$202K -$2.34K -8 -1%
NWM
1264
Northcape Wealth Management
New York
$202K +$196K +671 New
WB
1265
West Bancorporation
Iowa
$201K -$23.4K -80 -11%
IA
1266
IFG Advisory
Georgia
$200K -$1.46K -5 -0.7%
WPA
1267
West Paces Advisors
Georgia
$196K +$77.1K +264 +68%
SMG
1268
Spectrum Management Group
Indiana
$195K – – –
FFA
1269
Freedman Financial Associates
Massachusetts
$187K – – –
LTI
1270
Laffer Tengler Investments
Tennessee
$186K – – –
TC
1271
Trust Company
Kansas
$185K – – –
ST
1272
Smithfield Trust
Pennsylvania
$181K -$4.38K -15 -2%
CWP
1273
Concord Wealth Partners
Virginia
$181K +$35.1K +120 +25%
TSWM
1274
Tyler-Stone Wealth Management
Ohio
$176K – – –
LWA
1275
Lenox Wealth Advisors
New York
$175K -$5.84K -20 -3%
49 50
51
52 53