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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
2026
Trust Company of Toledo
Ohio
$167K +$161K +307 New
RF
2027
Rossby Financial
Florida
$165K +$56.5K +108 +55%
PWS
2028
Peterson Wealth Services
Utah
$165K – – –
PAM
2029
Paradigm Asset Management
New York
$163K -$52.3K -100 -25%
HIMS
2030
Hager Investment Management Services
New Hampshire
$163K -$39.2K -75 -20%
UIA
2031
Ulland Investment Advisors
Minnesota
$163K -$90.5K -173 -37%
NS
2032
NBC Securities
Alabama
$161K +$13.1K +25 +9%
GEA
2033
Glen Eagle Advisors
New Jersey
$154K – – –
AG
2034
AmeriFlex Group
Nevada
$153K -$295K -565 -66%
CT
2035
Clearstead Trust
Maine
$151K +$9.41K +18 +7%
BDPWM
2036
Barnes Dennig Private Wealth Management
Ohio
$149K +$125K +239 +683%
CSC
2037
Cove Street Capital
California
$147K – – –
FMII
2038
Farmers & Merchants Investments Inc
Nebraska
$146K +$5.23K +10 +4%
TPWA
2039
Twin Peaks Wealth Advisors
California
$142K +$156K +298 New
TIM
2040
Tortoise Investment Management
New York
$142K +$6.8K +13 +5%
NSIM
2041
North Star Investment Management
Illinois
$134K – – –
CWM
2042
Cranbrook Wealth Management
Michigan
$133K – – –
HWM
2043
Hemington Wealth Management
Virginia
$126K -$988K -1,890 -89%
SNB
2044
Security National Bank
Nebraska
$122K – – –
IWM
2045
Inlight Wealth Management
Georgia
$120K -$1.57K -3 -1%
CA
2046
Crewe Advisors
Utah
$119K +$1.05K +2 +0.9%
GKIM
2047
GW&K Investment Management
Massachusetts
$115K +$23K +44 +26%
GC
2048
Garde Capital
Washington
$114K – – –
DWA
2049
Delos Wealth Advisors
Texas
$114K +$110K +210 New
LIA
2050
Limestone Investment Advisors
New York
$114K +$110K +210 New
80 81
82
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