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ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1951
Peterson Wealth Services
Utah
$150K +$44.8K +81 +36%
A
1952
AlphaQuest
New York
$147K -$1.04M -1,885 -86%
ANBT
1953
American National Bank & Trust
Texas
$145K +$26.5K +48 +20%
GEA
1954
Glen Eagle Advisors
New Jersey
$140K -$41.5K -75 -21%
NS
1955
NBC Securities
Alabama
$135K +$151K +273 New
CSC
1956
Cove Street Capital
California
$134K – – –
GWM
1957
Graybill Wealth Management
Illinois
$134K +$149K +270 New
CT
1958
Clearstead Trust
Maine
$129K – – –
FMII
1959
Farmers & Merchants Investments Inc
Nebraska
$128K +$13.3K +24 +10%
FLP
1960
Financial Life Planners
Arizona
$125K +$53.6K +97 +62%
BCM
1961
Berbice Capital Management
New York
$124K +$111K +200 +400%
TIM
1962
Tortoise Investment Management
New York
$123K -$48.1K -87 -26%
RCM
1963
Raleigh Capital Management
North Carolina
$123K -$38.7K -70 -22%
NSIM
1964
North Star Investment Management
Illinois
$122K – – –
CWM
1965
Cranbrook Wealth Management
Michigan
$121K – – –
BFPW
1966
BOK Financial Private Wealth
Colorado
$116K +$27.1K +49 +26%
CT
1967
Colonial Trust
South Carolina
$114K -$8.29K -15 -6%
WF
1968
Wayfinding Financial
Washington
$114K +$128K +232 New
SNB
1969
Security National Bank
Nebraska
$111K – – –
AGWCA
1970
Annis Gardner Whiting Capital Advisors
Florida
$111K +$18.3K +33 +17%
IWM
1971
Inlight Wealth Management
Georgia
$111K +$124K +224 New
CA
1972
Crewe Advisors
Utah
$107K -$2.21K -4 -2%
HWA
1973
HHM Wealth Advisors
Tennessee
$106K +$24.9K +45 +27%
GC
1974
Garde Capital
Washington
$104K – – –
HWP
1975
Highline Wealth Partners
California
$101K +$100K +181 +787%
77 78
79
80 81