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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2501
WMG Financial Advisors
Tennessee
– -$216K -483 Closed
FA
2502
FDx Advisors
Illinois
– -$246K -460 Closed
SFO
2503
Stenger Family Office
Illinois
– -$231K -419 Closed
MMC
2504
Mizuho Markets Cayman
Cayman Islands
– -$165K -368 Closed
CAM
2505
Clarity Asset Management
Iowa
– -$146K -326 Closed
SMFG
2506
Sumitomo Mitsui Financial Group
Japan
– -$132K -300 Closed
TIM
2507
Tortoise Investment Management
New York
– -$117K -261 Closed
GFWA
2508
Grey Fox Wealth Advisors
Delaware
– -$111K -248 Closed
HWA
2509
Heartwood Wealth Advisors
Virginia
– -$110K -245 Closed
ACM
2510
Aster Capital Management
United Arab Emirates
– -$97.5K -218 Closed
FLP
2511
Financial Life Planners
Arizona
– -$88.1K -197 Closed
CWM
2512
Crowley Wealth Management
Delaware
– -$73.8K -165 Closed
ABWM
2513
Alpine Bank Wealth Management
Colorado
– -$72.5K -162 Closed
A
2514
AlphaQuest
New York
– -$54.1K -121 Closed
JWM
2515
JPL Wealth Management
Colorado
– -$45.1K -101 Closed
YDMI
2516
Y.D. More Investments
Israel
– -$422 -96 Closed
EPW
2517
Evergreen Private Wealth
Colorado
– -$29.5K -66 Closed
MSG
2518
Main Street Group
Virginia
– -$29.5K -66 Closed
NCM
2519
Northwest Capital Management
Oregon
– -$28.2K -63 Closed
BCM
2520
Berbice Capital Management
New York
– -$22.4K -50 Closed
PAM
2521
Parvin Asset Management
South Dakota
– -$22.4K -50 Closed
JFG
2522
JDM Financial Group
Texas
– -$16.1K -36 Closed
CCM
2523
Cloud Capital Management
Washington
– -$9K -22 Closed
PPA
2524
Painted Porch Advisors
California
– -$4.92K -11 Closed
API
2525
Asset Planning Inc
California
– -$4.03K -9 Closed
98 99 100
101
102