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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ESC
1951
Eurizon SLJ Capital
$144K – – –
SA
1952
Strategic Advocates
Utah
$139K -$10.5K -24 -6%
T
1953
Tidemark
California
$136K -$1.31K -3 -0.9%
SGK
1954
Steigerwald Gordon & Koch
Virginia
$136K – – –
C
1955
Covestor
United Kingdom
$133K +$27.5K +63 +23%
TCOT
1956
Trust Company of Toledo
Ohio
$130K +$6.99K +16 +5%
SMBT
1957
Southern Michigan Bank & Trust
Michigan
$130K -$3.06K -7 -2%
PMFA
1958
Plante Moran Financial Advisors
Michigan
$129K – – –
AF
1959
Aviso Financial
Ontario, Canada
$129K +$66.4K +152 +88%
GIA
1960
GHP Investment Advisors
Colorado
$127K -$17K -39 -11%
MIFH
1961
Migdal Insurance & Financial Holdings
Israel
$124K -$55K -126 -29%
CW
1962
CrossGen Wealth
North Carolina
$123K -$7.86K -18 -6%
SOW
1963
State of Wyoming
Wyoming
$121K +$133K +304 New
EP
1964
Essential Partners
California
$120K +$50.7K +116 +62%
DIP
1965
DT Investment Partners
Pennsylvania
$120K +$10.9K +25 +9%
UIA
1966
Ulland Investment Advisors
Minnesota
$119K – – –
APFP
1967
Action Point Financial Planning
Michigan
$118K +$131K +300 New
SWP
1968
Strategic Wealth Partners
Ohio
$115K +$6.12K +14 +5%
ANBT
1969
American National Bank & Trust
Texas
$115K – – –
JWA
1970
JFS Wealth Advisors
Pennsylvania
$113K -$4.37K -10 -3%
AV
1971
Aspiring Ventures
Ohio
$113K +$124K +283 New
CA
1972
Crewe Advisors
Utah
$112K +$13.5K +31 +12%
SGFG
1973
Silver Grove Financial Group
New York
$110K +$121K +276 New
WA
1974
WPG Advisers
Maryland
$108K -$51.1K -117 -30%
MCM
1975
MV Capital Management
Maryland
$108K -$1.75K -4 -1%
77 78
79
80 81