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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1951
Abound Wealth Management
Tennessee
$153K -$17.9K -41 -10%
SIA
1952
Strategic Investment Advisors
Michigan
$152K -$16.6K -38 -9%
ADL
1953
Asset Dedication LLC
California
$151K – – –
ACM
1954
Adalta Capital Management
New York
$149K – – –
BCM
1955
Blume Capital Management
California
$149K – – –
AFC
1956
Ares Financial Consulting
California
$149K +$3.93K +9 +2%
PWAM
1957
Private Wealth Asset Management
Iowa
$148K -$30.6K -70 -16%
FCAS
1958
First Command Advisory Services
Texas
$148K +$86.1K +197 +113%
OCM
1959
Osterweis Capital Management
California
$146K – – –
CCM
1960
Chilton Capital Management
Texas
$145K +$105K +241 +194%
NRG
1961
Nemes Rush Group
Michigan
$145K +$3.5K +8 +2%
ESC
1962
Eurizon SLJ Capital
$144K – – –
SA
1963
Strategic Advocates
Utah
$139K -$10.5K -24 -6%
T
1964
Tidemark
California
$136K -$1.31K -3 -0.9%
SGK
1965
Steigerwald Gordon & Koch
Virginia
$136K – – –
C
1966
Covestor
United Kingdom
$133K +$27.5K +63 +23%
TCOT
1967
Trust Company of Toledo
Ohio
$130K +$6.99K +16 +5%
SMBT
1968
Southern Michigan Bank & Trust
Michigan
$130K -$3.06K -7 -2%
PMFA
1969
Plante Moran Financial Advisors
Michigan
$129K – – –
AF
1970
Aviso Financial
Ontario, Canada
$129K +$66.4K +152 +88%
GIA
1971
GHP Investment Advisors
Colorado
$127K -$17K -39 -11%
MIFH
1972
Migdal Insurance & Financial Holdings
Israel
$124K -$55K -126 -29%
CW
1973
CrossGen Wealth
North Carolina
$123K -$7.86K -18 -6%
SOW
1974
State of Wyoming
Wyoming
$121K +$133K +304 New
EP
1975
Essential Partners
California
$120K +$50.7K +116 +62%
77 78
79
80 81