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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1751
Clearstead Trust
Maine
$128K – – –
CFFP
1752
Center for Financial Planning
Michigan
$127K – – –
DCP
1753
DSM Capital Partners
Florida
$122K – – –
NSIM
1754
North Star Investment Management
Illinois
$121K – – –
PI
1755
PGGM Investments
Netherlands
$121K +$115K +246 New
ANBT
1756
American National Bank & Trust
Texas
$120K – – –
FMII
1757
Farmers & Merchants Investments Inc
Nebraska
$115K – – –
CT
1758
Colonial Trust
South Carolina
$111K +$58.7K +126 +126%
SNB
1759
Security National Bank
Nebraska
$111K – – –
EBA
1760
Eagle Bay Advisors
New York
$109K -$182K -391 -64%
PWS
1761
Peterson Wealth Services
Utah
$109K +$103K +222 New
MSWM
1762
Mowery & Schoenfeld Wealth Management
Illinois
$108K +$102K +220 New
GC
1763
Garde Capital
Washington
$103K +$97.8K +210 New
CSB
1764
City State Bank
Iowa
$101K -$10.2K -22 -10%
NS
1765
NBC Securities
Alabama
$98K +$5.12K +11 +6%
JSAM
1766
J. Safra Asset Management
New York
$95.8K +$931 +2 +1%
PS
1767
Planned Solutions
California
$95.8K +$90.8K +195 New
FGA
1768
Fortis Group Advisors
New Jersey
$93.8K – – –
PCMC
1769
Planning Capital Management Corporation
Pennsylvania
$93.3K +$14K +30 +19%
GG
1770
Gleason Group
Kentucky
$93.3K – – –
BFPW
1771
BOK Financial Private Wealth
Colorado
$88.4K -$33.5K -72 -29%
TFA
1772
Toth Financial Advisory
Virginia
$88.4K +$27.9K +60 +50%
AGWCA
1773
Annis Gardner Whiting Capital Advisors
Florida
$87.9K -$108K -231 -56%
BCMLT
1774
Beacon Capital Management LLC (Tennessee)
Tennessee
$87.9K +$9.78K +21 +13%
OCM
1775
Osterweis Capital Management
California
$87K – – –
69 70
71
72 73