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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DFCM
1251
Dark Forest Capital Management
Puerto Rico
$268K +$237K +784 New
MC
1252
Middleton & Co
Massachusetts
$268K – – –
GWSG
1253
GPS Wealth Strategies Group
Colorado
$265K +$3.03K +10 +1%
UCMOK
1254
United Capital Management of KS
Kansas
$263K -$31.8K -105 -12%
TWM
1255
Thrive Wealth Management
Pennsylvania
$263K +$233K +769 New
AAS
1256
Ameritas Advisory Services
Nebraska
$261K -$227K -751 -49%
FNBOO
1257
First National Bank of Omaha
Nebraska
$260K -$9.68K -32 -4%
B
1258
Barings
North Carolina
$260K +$230K +759 New
MPM
1259
Meritage Portfolio Management
Kansas
$257K +$227K +751 New
WB
1260
WesBanco Bank
West Virginia
$256K +$227K +749 New
SMWM
1261
Silvia McColl Wealth Management
California
$254K +$225K +742 New
LA
1262
LexAurum Advisors
Kansas
$253K -$69.3K -229 -24%
RA
1263
Riversedge Advisors
Delaware
$253K +$224K +741 New
EVM
1264
Evelyn V. Moreno
$252K +$223K +737 New
FFA
1265
Fortune Financial Advisors
Kansas
$251K +$222K +735 New
SOW
1266
State of Wyoming
Wyoming
$251K +$136K +448 +156%
CAM
1267
Close Asset Management
United Kingdom
$251K +$169K +560 +320%
CAM
1268
Concorde Asset Management
Michigan
$251K +$222K +734 New
TWM
1269
Tanager Wealth Management
United Kingdom
$250K +$221K +732 New
WP
1270
WealthPLAN Partners
Nebraska
$250K -$57.2K -189 -21%
BLC
1271
Brown, Lisle/Cummings
Rhode Island
$248K – – –
FFA
1272
Fi3 Financial Advisors
Indiana
$248K +$219K +725 New
OCBCO
1273
Oversea-Chinese Banking Corp (OCBC)
Singapore
$248K +$219K +725 New
AT
1274
Arden Trust
Delaware
$245K -$261K -864 -55%
VDI
1275
Vaughan David Investments
Illinois
$244K +$216K +714 New
49 50
51
52 53