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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1351
Smithfield Trust
Pennsylvania
$198K – – –
C
1352
Covestor
United Kingdom
$192K -$21.2K -70 -11%
SIMG
1353
Stephens Investment Management Group
Texas
$188K +$13.6K +45 +9%
WIM
1354
WealthPlan Investment Management
Nebraska
$186K -$207K -684 -56%
CFO
1355
CVA Family Office
Colorado
$185K +$50.5K +167 +45%
PFBT
1356
Parkside Financial Bank & Trust
Missouri
$182K +$7.87K +26 +5%
PTC
1357
Private Trust Company
Ohio
$181K -$303 -1 -0.2%
BFEC
1358
Benjamin F. Edwards & Company
Missouri
$179K +$24.5K +81 +18%
AWM
1359
Abound Wealth Management
Tennessee
$174K +$5.45K +18 +4%
RTC
1360
Riverview Trust Company
Washington
$170K – – –
RDFA
1361
Ritter Daniher Financial Advisory
Ohio
$169K – – –
JWM
1362
Janiczek Wealth Management
Colorado
$169K +$33.9K +112 +29%
AP
1363
Arlington Partners
Alabama
$168K +$61.1K +202 +70%
LS
1364
Livforsakringsbolaget Skandia
Sweden
$164K – – –
BCM
1365
Blume Capital Management
California
$157K – – –
SWM
1366
Sugarloaf Wealth Management
Georgia
$146K +$303 +1 +0.2%
CWC
1367
Carolinas Wealth Consulting
North Carolina
$145K -$32.7K -108 -20%
SAM
1368
Sycomore Asset Management
France
$140K +$59K +195 +86%
FCG
1369
Financial Connections Group
California
$137K +$99.5K +329 +457%
IWP
1370
Icon Wealth Partners
Texas
$135K +$120K +395 New
CCM
1371
Chilton Capital Management
Texas
$131K – – –
BAM
1372
Byrne Asset Management
New Jersey
$130K – – –
ACM
1373
Adalta Capital Management
New York
$128K – – –
TSW
1374
Thompson Siegel & Walmsley
Virginia
$123K – – –
BBHC
1375
Brown Brothers Harriman & Co
New York
$121K -$24.5K -81 -19%
53 54
55
56 57