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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
1951
Rakuten Securities
Japan
$157K -$100K -181 -36%
CCG
1952
Ceeto Capital Group
Florida
$155K – – –
PWS
1953
Peterson Wealth Services
Utah
$150K +$44.8K +81 +36%
A
1954
AlphaQuest
New York
$147K -$1.04M -1,885 -86%
ANBT
1955
American National Bank & Trust
Texas
$145K +$26.5K +48 +20%
GEA
1956
Glen Eagle Advisors
New Jersey
$140K -$41.5K -75 -21%
NS
1957
NBC Securities
Alabama
$135K +$151K +273 New
CSC
1958
Cove Street Capital
California
$134K – – –
GWM
1959
Graybill Wealth Management
Illinois
$134K +$149K +270 New
CT
1960
Clearstead Trust
Maine
$129K – – –
FMII
1961
Farmers & Merchants Investments Inc
Nebraska
$128K +$13.3K +24 +10%
FLP
1962
Financial Life Planners
Arizona
$125K +$53.6K +97 +62%
BCM
1963
Berbice Capital Management
New York
$124K +$111K +200 +400%
TIM
1964
Tortoise Investment Management
New York
$123K -$48.1K -87 -26%
RCM
1965
Raleigh Capital Management
North Carolina
$123K -$38.7K -70 -22%
NSIM
1966
North Star Investment Management
Illinois
$122K – – –
CWM
1967
Cranbrook Wealth Management
Michigan
$121K – – –
BFPW
1968
BOK Financial Private Wealth
Colorado
$116K +$27.1K +49 +26%
CT
1969
Colonial Trust
South Carolina
$114K -$8.29K -15 -6%
WF
1970
Wayfinding Financial
Washington
$114K +$128K +232 New
SNB
1971
Security National Bank
Nebraska
$111K – – –
AGWCA
1972
Annis Gardner Whiting Capital Advisors
Florida
$111K +$18.3K +33 +17%
IWM
1973
Inlight Wealth Management
Georgia
$111K +$124K +224 New
CA
1974
Crewe Advisors
Utah
$107K -$2.21K -4 -2%
HWA
1975
HHM Wealth Advisors
Tennessee
$106K +$24.9K +45 +27%
77 78
79
80 81