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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1426
Fourpath Capital Management
Oklahoma
$269K +$9.07K +24 +4%
OWMIAS
1427
One Wealth Management Investment & Advisory Services
Florida
$269K +$16.6K +44 +7%
HI
1428
Hendershot Investments
Virginia
$268K – – –
DAC
1429
Dividend Assets Capital
South Carolina
$267K +$7.93K +21 +3%
KC
1430
Kades & Cheifetz
Pennsylvania
$267K -$4.53K -12 -2%
BWM
1431
Baron Wealth Management
Michigan
$267K -$756 -2 -0.3%
SHWM
1432
Smith & Howard Wealth Management
Georgia
$266K – – –
CWS
1433
Confluence Wealth Services
Pennsylvania
$266K +$24.9K +66 +11%
MGIA
1434
Moneta Group Investment Advisors
Missouri
$265K +$251K +664 New
CWC
1435
Carolinas Wealth Consulting
North Carolina
$265K +$111K +294 +79%
MPM
1436
Meritage Portfolio Management
Kansas
$264K – – –
GBT
1437
Grove Bank & Trust
Florida
$264K -$10.2K -27 -4%
AT
1438
Arvest Trust
Oklahoma
$263K -$51.4K -136 -17%
SFC
1439
Strategic Financial Concepts
Texas
$263K +$249K +660 New
KA
1440
Kercheville Advisors
Texas
$261K +$248K +655 New
TCWM
1441
Total Clarity Wealth Management
Illinois
$261K – – –
WWP
1442
WR Wealth Planners
Missouri
$260K -$11.3K -30 -4%
AHC
1443
Adell Harriman & Carpenter
Texas
$259K +$18.9K +50 +8%
CIA
1444
Capital Investment Advisors
Georgia
$259K +$245K +649 New
NWM
1445
Napa Wealth Management
California
$258K +$244K +647 New
TA
1446
TFG Advisers
Michigan
$258K +$244K +645 New
EAMA
1447
EFG Asset Management (Americas)
Florida
$257K -$173K -458 -42%
HTHT
1448
Hemenway Trust Hemenway Trust
New Hampshire
$257K – – –
BBNA
1449
Bremer Bank National Association
Minnesota
$256K +$243K +642 New
EW
1450
Evoke Wealth
California
$255K +$242K +640 New
56 57
58
59 60