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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
1001
Vaughan David Investments
Illinois
$265K – – –
HWMA
1002
Heritage Wealth Management (Arizona)
Arizona
$264K +$269K +1,071 New
PWP
1003
Principle Wealth Partners
Connecticut
$264K +$269K +1,071 New
PRC
1004
Pearl River Capital
Michigan
$262K +$268K +1,065 New
GSWM
1005
Golden State Wealth Management
California
$260K -$11.3K -45 -4%
VWM
1006
Venturi Wealth Management
Texas
$259K +$18.1K +72 +7%
HWA
1007
Heritage Wealth Advisors
Virginia
$259K – – –
BP
1008
Ballentine Partners
Massachusetts
$258K -$17.4K -69 -6%
VWA
1009
Visionary Wealth Advisors
Illinois
$258K +$755 +3 +0.3%
GA
1010
Geller Advisors
New York
$258K +$61.9K +246 +31%
MCWS
1011
McKinley Carter Wealth Services
West Virginia
$257K -$1.51K -6 -0.6%
GA
1012
Greytown Advisors
Florida
$257K +$43.8K +174 +20%
LWAC
1013
Laurel Wealth Advisors (California)
California
$256K -$4.53K -18 -2%
TPWA
1014
TRUE Private Wealth Advisors
Oregon
$256K +$8.3K +33 +3%
PAM
1015
Palisade Asset Management
Minnesota
$253K +$2.26K +9 +0.9%
GW
1016
GW & Wade
Massachusetts
$253K +$53.6K +213 +26%
UCMOK
1017
United Capital Management of KS
Kansas
$250K +$3.02K +12 +1%
SFO
1018
Stokes Family Office
Louisiana
$245K -$755 -3 -0.3%
AIA
1019
AIMZ Investment Advisors
California
$244K – – –
CIC
1020
Chilton Investment Company
Connecticut
$244K – – –
ED
1021
Exane Derivatives
France
$242K -$192K -762 -44%
GLA
1022
Great Lakes Advisors
Illinois
$242K -$116K -462 -32%
LSAG
1023
Lake Street Advisors Group
New Hampshire
$240K +$5.28K +21 +2%
MSS
1024
Mitchell Sinkler & Starr
Pennsylvania
$239K +$245K +972 New
AI
1025
Accredited Investors
Minnesota
$237K +$8.3K +33 +4%
39 40
41
42 43