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ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1951
Kanawha Capital Management
Virginia
$222K -$28.2K -54 -12%
PCH
1952
PGIM Custom Harvest
New Jersey
$222K -$10.5K -20 -5%
EAM
1953
Everstar Asset Management
North Carolina
$222K – – –
HNB
1954
Hilltop National Bank
Wyoming
$222K +$213K +408 New
1WM
1955
1900 Wealth Management
Texas
$221K -$35.6K -68 -14%
CIC
1956
Crawford Investment Counsel
Georgia
$221K +$213K +407 New
EFG
1957
Embree Financial Group
Illinois
$221K +$212K +406 New
CSA
1958
Cornerstone Select Advisors
Missouri
$221K -$19.3K -37 -8%
BCM
1959
Buckhead Capital Management
Georgia
$220K – – –
GC
1960
Giverny Capital
Quebec, Canada
$220K – – –
GP
1961
Greenline Partners
New York
$220K – – –
SNBOSD
1962
Security National Bank of So Dak
Iowa
$220K +$212K +405 New
WPP
1963
Whalerock Point Partners
Rhode Island
$220K +$212K +405 New
KFS
1964
Kaizen Financial Strategies
California
$220K +$211K +404 New
DWM
1965
Darwin Wealth Management
Florida
$218K -$11.5K -22 -5%
HI
1966
Hendershot Investments
Virginia
$218K -$88.9K -170 -30%
LNB
1967
Ledyard National Bank
$218K -$1.57K -3 -0.7%
CA
1968
Calton & Associates
Florida
$217K -$41.3K -79 -16%
MWA
1969
Midland Wealth Advisors
Illinois
$217K -$9.94K -19 -5%
GCA
1970
Gradient Capital Advisors
California
$216K +$208K +397 New
JF
1971
JSF Financial
California
$216K +$208K +397 New
PM
1972
Pembroke Management
Quebec, Canada
$216K +$208K +397 New
OWA
1973
Outlook Wealth Advisors
Texas
$215K +$207K +396 New
SAF
1974
Smith Anglin Financial
Texas
$215K +$207K +396 New
OFW
1975
Omnia Family Wealth
Florida
$215K -$4.71K -9 -2%
77 78
79
80 81