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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1001
Capital Wealth Planning
Florida
$267K -$585K -2,355 -69%
AII
1002
AGF Investments Inc
Ontario, Canada
$263K +$240K +966 New
LA
1003
LexAurum Advisors
Kansas
$261K – – –
LSAG
1004
Lake Street Advisors Group
New Hampshire
$260K +$11.2K +45 +5%
GIA
1005
Guyasuta Investment Advisors
Pennsylvania
$259K – – –
AIM
1006
Acropolis Investment Management
Missouri
$258K – – –
IIM
1007
Ipswich Investment Management
Massachusetts
$258K – – –
GA
1008
Geller Advisors
New York
$258K +$199K +801 New
JWCA
1009
J.W. Coons Advisors
Ohio
$257K – – –
BOPW
1010
Brandywine Oak Private Wealth
Pennsylvania
$256K -$2.23K -9 -0.9%
TNA
1011
True North Advisors
Texas
$256K -$1.49K -6 -0.6%
BBNA
1012
Bremer Bank National Association
Minnesota
$256K +$1.49K +6 +0.6%
HCM
1013
Hall Capital Management
Rhode Island
$256K +$233K +939 New
BWCS
1014
Beirne Wealth Consulting Services
Connecticut
$255K – – –
AS
1015
Altshuler Shaham
Israel
$254K +$175K +705 +309%
AI
1016
Accredited Investors
Minnesota
$254K +$231K +930 New
RF
1017
Rollins Financial
Georgia
$254K +$231K +930 New
FMTC
1018
Farmers & Merchants Trust Company
California
$254K +$232K +933 New
LHC
1019
Little House Capital
Massachusetts
$252K -$22.3K -90 -9%
EWM
1020
Evercore Wealth Management
New York
$252K -$4.47K -18 -2%
PFG
1021
PAX Financial Group
Texas
$252K +$229K +924 New
JSA
1022
Jacobson & Schmitt Advisors
Wisconsin
$251K – – –
VCA
1023
Verdence Capital Advisors
Maryland
$251K +$4.47K +18 +2%
SBWIC
1024
Schaper Benz & Wise Investment Counsel
Wisconsin
$251K +$229K +921 New
GDP
1025
Great Diamond Partners
Maine
$250K -$9.68K -39 -4%
39 40
41
42 43