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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1701
CEDRUS
Colorado
$208K +$197K +424 New
BCM
1702
Blume Capital Management
California
$208K +$3.72K +8 +2%
AA
1703
Auxano Advisors
Washington
$208K +$197K +423 New
MC
1704
Matisse Capital
Oregon
$208K +$197K +423 New
PCH
1705
PGIM Custom Harvest
New Jersey
$208K +$197K +423 New
BCP
1706
Berkeley Capital Partners
Georgia
$207K +$196K +422 New
NRC
1707
New Republic Capital
North Carolina
$207K -$84.3K -181 -30%
RTC
1708
Riverview Trust Company
Washington
$207K -$16.8K -36 -8%
MHWM
1709
Montz Harcus Wealth Management
Louisiana
$207K +$196K +421 New
MW
1710
MBL Wealth
North Carolina
$206K +$196K +420 New
GAM
1711
Griffin Asset Management
New York
$206K +$195K +419 New
WEG
1712
World Equity Group
Illinois
$205K +$194K +417 New
RWM
1713
Reston Wealth Management
Virginia
$205K +$194K +417 New
MFC
1714
Morris Financial Concepts
South Carolina
$204K +$193K +415 New
NSLI
1715
Nan Shan Life Insurance
Taiwan
$203K -$42.7M -91,823 -100%
BCM
1716
Buckhead Capital Management
Georgia
$203K +$192K +413 New
1WM
1717
1900 Wealth Management
Texas
$202K +$192K +412 New
OWP
1718
Obermeyer Wealth Partners
Colorado
$202K +$192K +412 New
CWG
1719
Crown Wealth Group
North Carolina
$201K +$191K +410 New
CMF
1720
Counterpoint Mutual Funds
California
$200K +$190K +408 New
OWA
1721
Outlook Wealth Advisors
Texas
$200K +$190K +408 New
BCP
1722
Blue Chip Partners
Michigan
$186K – – –
ACM
1723
Adalta Capital Management
New York
$184K – – –
CA
1724
Crewe Advisors
Utah
$182K – – –
HBW
1725
Hazlett, Burt & Watson
West Virginia
$177K +$9.31K +20 +6%
67 68
69
70 71