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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1376
Kercheville Advisors
Texas
$656K +$141K +255 +24%
OFS
1377
Orrstown Financial Services
Pennsylvania
$655K -$17.1K -31 -2%
AWM
1378
Avior Wealth Management
Nebraska
$653K -$211K -382 -22%
TFM
1379
TFC Financial Management
Massachusetts
$652K – – –
ASBI
1380
American State Bank (Iowa)
Iowa
$652K +$23.8K +43 +3%
APWM
1381
Argonautica Private Wealth Management
Massachusetts
$650K +$726K +1,313 New
BCM
1382
Bourgeon Capital Management
Connecticut
$649K -$24.9K -45 -3%
DWM
1383
Dogwood Wealth Management
Kansas
$645K +$720K +1,302 New
DE
1384
Diversified Enterprises
Delaware
$644K +$265K +479 +58%
BOTPPF
1385
Board of the Pension Protection Fund
United Kingdom
$644K -$387K -700 -35%
SAM
1386
Secure Asset Management
Michigan
$640K -$129K -234 -15%
MIH
1387
Meitav Investment House
Israel
$639K +$493K +891 +223%
AWM
1388
Ariadne Wealth Management
California
$638K +$231K +417 +54%
AF
1389
Advisornet Financial
Minnesota
$635K +$282K +510 +66%
PTC
1390
Petrus Trust Company
Texas
$635K +$710K +1,283 New
CCMG
1391
Clark Capital Management Group
Pennsylvania
$635K +$709K +1,282 New
TWM
1392
Trueblood Wealth Management
Ohio
$633K +$81.3K +147 +13%
AFS
1393
Anderson Financial Strategies
Ohio
$631K +$705K +1,275 New
GBT
1394
Grove Bank & Trust
Florida
$629K +$323K +584 +85%
OC
1395
Oarsman Capital
Wisconsin
$628K -$63.6K -115 -8%
NWAG
1396
Net Worth Advisory Group
Utah
$623K -$183K -331 -21%
MPWT
1397
MassMutual Private Wealth & Trust
Connecticut
$622K +$148K +268 +27%
PPW
1398
Parcion Private Wealth
Washington
$620K +$6.64K +12 +1%
DWM
1399
Drive Wealth Management
Utah
$620K -$18.8K -34 -3%
FBFS
1400
First Business Financial Services
Wisconsin
$620K – – –
54 55
56
57 58