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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
T
2026
Tidemark
California
$159K +$118K +234 +213%
SGK
2027
Steigerwald Gordon & Koch
Virginia
$157K -$7.08K -14 -4%
JEST
2028
JTC Employer Solutions Trustee
Jersey
$157K – – –
SMBT
2029
Southern Michigan Bank & Trust
Michigan
$154K +$169K +334 New
CW
2030
CrossGen Wealth
North Carolina
$151K -$25.3K -50 -13%
OCWP
2031
Owl Creek Wealth Partners
Colorado
$151K +$165K +327 New
PMFA
2032
Plante Moran Financial Advisors
Michigan
$150K – – –
RS
2033
Rakuten Securities
Japan
$144K -$18.2K -36 -10%
TCOT
2034
Trust Company of Toledo
Ohio
$144K +$2.53K +5 +2%
PAM
2035
Paradigm Asset Management
New York
$138K – – –
UIA
2036
Ulland Investment Advisors
Minnesota
$138K – – –
FMII
2037
Farmers & Merchants Investments Inc
Nebraska
$136K +$12.6K +25 +9%
JWA
2038
JFS Wealth Advisors
Pennsylvania
$136K +$58.2K +115 +64%
ANBT
2039
American National Bank & Trust
Texas
$133K – – –
BG
2040
Bollard Group
Massachusetts
$131K – – –
MHR
2041
Matthew Hamilton Rosenberg
$130K – – –
QWM
2042
Quaker Wealth Management
New Jersey
$130K -$2.02K -4 -1%
DIP
2043
DT Investment Partners
Pennsylvania
$127K -$54.1K -107 -28%
MCM
2044
MV Capital Management
Maryland
$127K -$129K -254 -48%
SWP
2045
Strategic Wealth Partners
Ohio
$127K -$4.05K -8 -3%
NSIM
2046
North Star Investment Management
Illinois
$127K +$3.04K +6 +2%
C
2047
Covestor
United Kingdom
$125K -$122K -241 -47%
OCM
2048
Osbon Capital Management
Massachusetts
$121K – – –
CT
2049
Clearstead Trust
Maine
$120K – – –
CA
2050
Crewe Advisors
Utah
$115K +$9.11K +18 +8%
80 81
82
83 84