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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1426
Magellan Asset Management
Australia
$206K – – –
TC
1427
Trust Company
Kansas
$206K – – –
SFCL
1428
Strengthening Families & Communities LLC
Massachusetts
$205K – – –
BBA
1429
BLB&B Advisors
Pennsylvania
$205K +$181K +608 New
RB
1430
Renasant Bank
Mississippi
$204K +$181K +606 New
CP
1431
Canopy Partners
Ohio
$204K +$180K +605 New
JWM
1432
Janiczek Wealth Management
Colorado
$204K +$29.2K +98 +19%
SMA
1433
Seven Mile Advisory
New Jersey
$204K +$180K +604 New
DWM
1434
Darwin Wealth Management
Florida
$203K +$180K +603 New
MSE
1435
MUFG Securities EMEA
United Kingdom
$203K +$17.6K +59 +11%
AHC
1436
Adell Harriman & Carpenter
Texas
$202K +$179K +600 New
CWS
1437
Confluence Wealth Services
Pennsylvania
$202K +$179K +600 New
PAIM
1438
Punch & Associates Investment Management
Minnesota
$202K +$179K +600 New
SCA
1439
Southern Capital Advisors
Tennessee
$202K +$179K +600 New
VFG
1440
V2 Financial group
Illinois
$202K +$179K +600 New
PAM
1441
PVG Asset Management
Colorado
$202K +$179K +599 New
A
1442
AJOVista
Massachusetts
$200K +$177K +593 New
ST
1443
Smithfield Trust
Pennsylvania
$196K -$11.9K -40 -6%
PB
1444
Pinnacle Bancorp
Nebraska
$188K -$14.3K -48 -8%
SIMG
1445
Stephens Investment Management Group
Texas
$186K – – –
WBC
1446
West Branch Capital
Massachusetts
$179K +$158K +531 New
CFO
1447
CVA Family Office
Colorado
$172K +$152K +510 New
AWM
1448
Abound Wealth Management
Tennessee
$172K +$298 +1 +0.2%
SWM
1449
Sugarloaf Wealth Management
Georgia
$170K +$5.07K +17 +3%
CCWM
1450
Correct Capital Wealth Management
Missouri
$169K +$149K +500 New
56 57
58
59 60