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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1526
Correct Capital Wealth Management
Missouri
$200K – – –
MS
1527
Mizuho Securities
Japan
$200K +$189K +500 New
IWA
1528
Icon Wealth Advisors
Texas
$196K +$33.6K +89 +22%
HNB
1529
Hilltop National Bank
Wyoming
$194K +$183K +485 New
VNA
1530
Valley National Advisers
Pennsylvania
$191K +$46.1K +122 +34%
ITIM
1531
Indiana Trust & Investment Management
Indiana
$190K – – –
SAM
1532
S.A. Mason
Michigan
$186K – – –
PTC
1533
Private Trust Company
Ohio
$182K -$11K -29 -6%
RTC
1534
Riverview Trust Company
Washington
$182K +$173K +457 New
AT
1535
Arlington Trust
Alabama
$181K -$6.42K -17 -4%
RDFA
1536
Ritter Daniher Financial Advisory
Ohio
$181K – – –
BIM
1537
Breakwater Investment Management
Washington
$180K +$170K +451 New
BCM
1538
Blume Capital Management
California
$176K -$7.18K -19 -4%
AGWCA
1539
Annis Gardner Whiting Capital Advisors
Florida
$163K +$101K +268 +190%
CA
1540
Crewe Advisors
Utah
$161K +$152K +403 New
PP
1541
Paloma Partners
Connecticut
$157K -$13.6K -36 -8%
BCP
1542
Blue Chip Partners
Michigan
$151K +$143K +378 New
ACM
1543
Adalta Capital Management
New York
$150K – – –
AA
1544
Addison Advisors
Vermont
$149K +$23.8K +63 +20%
RA
1545
Rise Advisors
New York
$146K +$68.8K +182 +99%
VWM
1546
Venturi Wealth Management
Texas
$140K +$3.78K +10 +3%
EWM
1547
Evermay Wealth Management
Virginia
$140K -$8.69K -23 -6%
MHR
1548
Matthew Hamilton Rosenberg
$136K – – –
RS
1549
Rakuten Securities
Japan
$135K +$106K +280 +483%
EFP
1550
EnRich Financial Partners
Wisconsin
$134K +$127K +336 New
60 61
62
63 64