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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1851
Peterson Wealth Services
Utah
$169K -$143K -299 -99%
ACM
1852
Adalta Capital Management
New York
$168K – – –
OCM
1853
Osterweis Capital Management
California
$165K – – –
MMC
1854
Mizuho Markets Cayman
Cayman Islands
$165K +$177K +368 New
BC
1855
Bayforest Capital
United Kingdom
$164K – – –
CG
1856
Curat Global
New Hampshire
$161K – – –
CT
1857
Colonial Trust
South Carolina
$158K +$14.4K +30 +9%
NRG
1858
Nemes Rush Group
Michigan
$154K -$2.4K -5 -1%
RCM
1859
Raleigh Capital Management
North Carolina
$153K +$16.8K +35 +11%
SGK
1860
Steigerwald Gordon & Koch
Virginia
$153K +$164K +341 New
PMFA
1861
Plante Moran Financial Advisors
Michigan
$147K +$3.36K +7 +2%
CAM
1862
Clarity Asset Management
Iowa
$146K – – –
EFMH
1863
E Fund Management (HK)
Hong Kong
$144K +$73.9K +154 +92%
CCG
1864
Ceeto Capital Group
Florida
$140K – – –
TCOT
1865
Trust Company of Toledo
Ohio
$137K – – –
RF
1866
Rossby Financial
Florida
$137K +$3.84K +8 +3%
PAM
1867
Paradigm Asset Management
New York
$134K – – –
UIA
1868
Ulland Investment Advisors
Minnesota
$134K – – –
SMFG
1869
Sumitomo Mitsui Financial Group
Japan
$132K +$144K +300 New
ANBT
1870
American National Bank & Trust
Texas
$129K -$11.5K -24 -8%
NS
1871
NBC Securities
Alabama
$129K -$4.8K -10 -3%
MHR
1872
Matthew Hamilton Rosenberg
$127K -$17.8K -37 -12%
GEA
1873
Glen Eagle Advisors
New Jersey
$127K – – –
CT
1874
Clearstead Trust
Maine
$123K -$1.44K -3 -1%
AGWCA
1875
Annis Gardner Whiting Capital Advisors
Florida
$122K -$35.5K -74 -21%
73 74
75
76 77