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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
1751
Nemes Rush Group
Michigan
$128K +$1.4K +3 +0.9%
CT
1752
Clearstead Trust
Maine
$128K – – –
CFFP
1753
Center for Financial Planning
Michigan
$127K – – –
DCP
1754
DSM Capital Partners
Florida
$122K – – –
NSIM
1755
North Star Investment Management
Illinois
$121K – – –
PI
1756
PGGM Investments
Netherlands
$121K +$115K +246 New
ANBT
1757
American National Bank & Trust
Texas
$120K – – –
FMII
1758
Farmers & Merchants Investments Inc
Nebraska
$115K – – –
CT
1759
Colonial Trust
South Carolina
$111K +$58.7K +126 +126%
SNB
1760
Security National Bank
Nebraska
$111K – – –
EBA
1761
Eagle Bay Advisors
New York
$109K -$182K -391 -64%
PWS
1762
Peterson Wealth Services
Utah
$109K +$103K +222 New
MSWM
1763
Mowery & Schoenfeld Wealth Management
Illinois
$108K +$102K +220 New
GC
1764
Garde Capital
Washington
$103K +$97.8K +210 New
CSB
1765
City State Bank
Iowa
$101K -$10.2K -22 -10%
NS
1766
NBC Securities
Alabama
$98K +$5.12K +11 +6%
JSAM
1767
J. Safra Asset Management
New York
$95.8K +$931 +2 +1%
PS
1768
Planned Solutions
California
$95.8K +$90.8K +195 New
FGA
1769
Fortis Group Advisors
New Jersey
$93.8K – – –
PCMC
1770
Planning Capital Management Corporation
Pennsylvania
$93.3K +$14K +30 +19%
GG
1771
Gleason Group
Kentucky
$93.3K – – –
BFPW
1772
BOK Financial Private Wealth
Colorado
$88.4K -$33.5K -72 -29%
TFA
1773
Toth Financial Advisory
Virginia
$88.4K +$27.9K +60 +50%
AGWCA
1774
Annis Gardner Whiting Capital Advisors
Florida
$87.9K -$108K -231 -56%
BCMLT
1775
Beacon Capital Management LLC (Tennessee)
Tennessee
$87.9K +$9.78K +21 +13%
69 70
71
72 73