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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
1676
Canandaigua National Bank & Trust
New York
$318K +$349K +799 New
NHT
1677
New Hampshire Trust
New Hampshire
$317K +$71.6K +164 +26%
WAS
1678
WESPAC Advisors SoCal
California
$316K +$2.18K +5 +0.6%
ES
1679
Eagle Strategies
New York
$316K +$12.2K +28 +4%
CSIC
1680
Clifford Swan Investment Counsel
California
$315K -$2.62K -6 -0.8%
FPL
1681
Fortress Private Ledger
North Carolina
$314K – – –
BW
1682
BIP Wealth
Georgia
$314K +$28K +64 +9%
AWA
1683
ARQ Wealth Advisors
Arizona
$312K -$77.8K -178 -16%
RFS
1684
Richardson Financial Services
Massachusetts
$312K -$394K -901 -53%
CCMI
1685
Creative Capital Management Investments
California
$312K +$1.75K +4 +0.5%
MFG
1686
Magnus Financial Group
New York
$310K +$5.24K +12 +2%
QPWM
1687
Quadrant Private Wealth Management
Pennsylvania
$310K -$39.3K -90 -10%
OWA
1688
Opal Wealth Advisors
New York
$309K +$81.7K +187 +32%
LG
1689
LaFleur & Godfrey
Michigan
$309K +$2.62K +6 +0.8%
TPWA
1690
TRUE Private Wealth Advisors
Oregon
$309K +$1.75K +4 +0.5%
AT
1691
Avalon Trust
New Mexico
$307K – – –
OHWP
1692
Oak Harbor Wealth Partners
North Carolina
$307K -$21K -48 -6%
MC
1693
Middleton & Co
Massachusetts
$307K – – –
VDI
1694
Vaughan David Investments
Illinois
$307K – – –
TW
1695
Traveka Wealth
California
$307K +$36.3K +83 +12%
SA
1696
Sylvest Advisors
Texas
$306K -$109K -250 -25%
II
1697
Impact Investors
California
$305K -$100K -229 -23%
MEAC
1698
M.E. Allison & Co
Texas
$304K -$19.7K -45 -6%
JSC
1699
Jackson Square Capital
California
$304K -$212K -485 -39%
FA
1700
Fiduciary Alliance
South Carolina
$304K -$198K -453 -37%
66 67
68
69 70