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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1376
Private Wealth Partners
California
$627K +$99.2K +227 +17%
PWMAG
1377
Pinnacle Wealth Management Advisory Group
New Jersey
$627K -$112K -256 -14%
SAM
1378
Secure Asset Management
Michigan
$626K -$91.3K -209 -12%
CAM
1379
Cozad Asset Management
Illinois
$625K +$35K +80 +5%
WIM
1380
Wiregrass Investment Management
Georgia
$624K +$37.6K +86 +6%
EWA
1381
EverSource Wealth Advisors
Alabama
$622K -$226K -517 -25%
NF
1382
Nikulski Financial
Iowa
$621K +$13.1K +30 +2%
PCM
1383
Pincus Capital Management
New York
$620K – – –
MTIC
1384
Missouri Trust & Investment Company
Missouri
$620K – – –
TPI
1385
Trust Point Inc
Wisconsin
$620K -$63.8K -146 -9%
TWM
1386
TRB Wealth Management
Texas
$616K +$186K +425 +38%
BMCM
1387
Bryn Mawr Capital Management
Pennsylvania
$609K -$97K -222 -13%
TIA
1388
Tiemann Investment Advisors
California
$608K -$93.9K -215 -12%
E
1389
Evansbrook
Illinois
$606K -$55K -126 -8%
TWM
1390
Trueblood Wealth Management
Ohio
$606K +$48.1K +110 +8%
VCM
1391
Virtue Capital Management
Tennessee
$606K +$128K +293 +24%
SNB
1392
Security National Bank
Nebraska
$602K -$437 -1 -0.1%
TC
1393
TownSquare Capital
Utah
$601K -$34.1K -78 -5%
CCFM
1394
Clear Creek Financial Management
Washington
$599K -$14K -32 -2%
FHC
1395
First Heartland Consultants
Missouri
$599K – – –
ICP
1396
Interchange Capital Partners
Pennsylvania
$599K +$104K +237 +19%
CA
1397
Cambridge Advisors
Nebraska
$598K – – –
WA
1398
WBH Advisory
Maryland
$597K – – –
VWM
1399
Venturi Wealth Management
Texas
$594K +$46.3K +106 +8%
KNW
1400
Kesler Norman & Wride
Utah
$592K -$459K -1,050 -41%
54 55
56
57 58