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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
926
Venturi Wealth Management
Texas
$254K +$243K +1,080 New
WF
927
WoodTrust Financial
Wisconsin
$252K – – –
PAS
928
Partnervest Advisory Services
California
$251K -$20.9K -93 -8%
UCMOK
929
United Capital Management of KS
Kansas
$251K -$4.04K -18 -2%
MIM
930
Moseley Investment Management
Florida
$250K +$238K +1,059 New
HWA
931
Heritage Wealth Advisors
Virginia
$248K – – –
FVWA
932
Foster Victor Wealth Advisors
South Carolina
$248K +$236K +1,050 New
MCWS
933
McKinley Carter Wealth Services
West Virginia
$248K +$236K +1,050 New
FCA
934
FinTrust Capital Advisors
South Carolina
$245K +$220K +981 +1,635%
VWA
935
Visionary Wealth Advisors
Illinois
$244K +$232K +1,032 New
PCP
936
Proficio Capital Partners
Massachusetts
$243K +$230K +1,026 New
FFS
937
Founders Financial Securities
Maryland
$241K -$152K -678 -40%
LWAC
938
Laurel Wealth Advisors (California)
California
$241K +$229K +1,020 New
PAM
939
Palisade Asset Management
Minnesota
$241K +$229K +1,020 New
VWM
940
Vigilare Wealth Management
Arizona
$241K +$229K +1,020 New
LHC
941
Little House Capital
Massachusetts
$240K +$228K +1,017 New
CS
942
Comerica Securities
Michigan
$237K +$225K +1,002 New
SAM
943
Strategy Asset Managers
California
$237K +$226K +1,005 New
CAG
944
Crestwood Advisors Group
Massachusetts
$236K +$224K +996 New
TCBWMS
945
Texas Capital Bank Wealth Management Services
Texas
$236K +$224K +996 New
AA
946
Argent Advisors
Louisiana
$236K +$224K +999 New
ABC
947
Associated Banc-Corp
Wisconsin
$235K +$10.8K +48 +5%
BCWM
948
Blue Chip Wealth Management
Florida
$235K +$223K +993 New
AIA
949
AIMZ Investment Advisors
California
$234K +$222K +990 New
CIC
950
Chilton Investment Company
Connecticut
$234K +$222K +990 New
36 37
38
39 40