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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
2051
Beacon Capital Management LLC (Tennessee)
Tennessee
$111K +$1.57K +3 +1%
NC
2052
NewSquare Capital
Pennsylvania
$110K +$8.37K +16 +9%
CSB
2053
City State Bank
Iowa
$109K – – –
PHK
2054
Point72 Hong Kong
Hong Kong
$106K +$102K +196 New
BIA
2055
Bell Investment Advisors
California
$105K +$13.6K +26 +16%
FGA
2056
Fortis Group Advisors
New Jersey
$104K – – –
GG
2057
Gleason Group
Kentucky
$103K – – –
VNA
2058
Valley National Advisers
Pennsylvania
$101K -$1.05K -2 -1%
BFPW
2059
BOK Financial Private Wealth
Colorado
$97.8K -$28.8K -55 -23%
TFA
2060
Toth Financial Advisory
Virginia
$97.8K -$1.57K -3 -2%
CIAM
2061
Caitong International Asset Management
Hong Kong
$97.8K +$93.1K +178 +8,900%
MWA
2062
Medallion Wealth Advisors
Connecticut
$97.6K – – –
AP
2063
Atwood & Palmer
Missouri
$95.1K – – –
HWA
2064
HHM Wealth Advisors
Tennessee
$91.8K -$23.5K -45 -21%
EFMH
2065
E Fund Management (HK)
Hong Kong
$90.7K – – –
CWM
2066
Crowley Wealth Management
Delaware
$89.7K – – –
ABWM
2067
Alpine Bank Wealth Management
Colorado
$88K +$16.2K +31 +24%
CHC
2068
City Holding Co
West Virginia
$86.4K +$11.5K +22 +16%
BTD
2069
BankPlus Trust Department
Mississippi
$83.1K +$45.5K +87 +132%
SC
2070
Solstein Capital
California
$82.1K +$40.3K +77 +104%
TIM
2071
Total Investment Management
Arizona
$81.5K +$78.4K +150 New
ME
2072
McIlrath & Eck
Washington
$81K – – –
RWM
2073
Raffa Wealth Management
District of Columbia
$80.4K +$48.1K +92 +164%
JWA
2074
JFS Wealth Advisors
Pennsylvania
$79.9K -$2.61K -5 -3%
FDCP
2075
Foster Dykema Cabot & Partners
Massachusetts
$79.9K – – –
81 82
83
84 85