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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1001
Contravisory Investment Management
Massachusetts
$514K +$61.9K +180 +14%
LWM
1002
Laidlaw Wealth Management
New York
$513K -$5.85K -17 -1%
FCH
1003
Freestone Capital Holdings
Washington
$513K +$492K +1,429 New
BFO
1004
Biltmore Family Office
North Carolina
$511K – – –
TFGT
1005
TS Financial Group (TSFG)
Illinois
$509K -$96K -279 -16%
MFW
1006
Meristem Family Wealth
Minnesota
$508K -$11.7K -34 -2%
FBFS
1007
First Business Financial Services
Wisconsin
$507K – – –
GAM
1008
Griffin Asset Management
New York
$502K +$49.5K +144 +11%
JWCA
1009
J.W. Coons Advisors
Ohio
$498K +$162K +470 +51%
GWANC
1010
Guardian Wealth Advisors (North Carolina)
North Carolina
$498K +$477K +1,385 New
VFM
1011
Vivid Financial Management
California
$496K +$475K +1,381 New
VWA
1012
Visionary Wealth Advisors
Illinois
$492K +$112K +325 +31%
AWM
1013
Aries Wealth Management
Maine
$490K +$38.9K +113 +9%
TW
1014
TrinityPoint Wealth
Connecticut
$488K +$49.9K +145 +12%
CWM
1015
Circle Wealth Management
New Jersey
$487K +$16.5K +48 +4%
TFM
1016
TFC Financial Management
Massachusetts
$486K – – –
CWM
1017
Congress Wealth Management
Massachusetts
$485K +$465K +1,352 New
IWA
1018
IVC Wealth Advisors
Pennsylvania
$483K +$3.1K +9 +0.7%
EA
1019
Ellsworth Advisors
Ohio
$482K -$61.9K -180 -12%
BFPW
1020
BOK Financial Private Wealth
Colorado
$482K +$81.5K +237 +21%
CWM
1021
Calamos Wealth Management
Illinois
$481K -$32.7K -95 -7%
BIA
1022
Benchmark Investment Advisors
Illinois
$479K +$458K +1,332 New
SF
1023
Summit Financial
New Jersey
$479K +$34.1K +99 +8%
CAM
1024
Claret Asset Management
Quebec, Canada
$478K – – –
KPWS
1025
Kestra Private Wealth Services
Texas
$478K +$66.7K +194 +17%
39 40
41
42 43