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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1026
Visionary Wealth Advisors
Illinois
$320K -$842 -3 -0.3%
BFO
1027
Boston Family Office
Massachusetts
$320K +$293K +1,044 New
MSS
1028
Mitchell Sinkler & Starr
Pennsylvania
$318K +$18.5K +66 +7%
MCWS
1029
McKinley Carter Wealth Services
West Virginia
$317K -$2.52K -9 -0.9%
BCM
1030
Brookstone Capital Management
Illinois
$316K +$278K +990 New
PAM
1031
Palisade Asset Management
Minnesota
$315K – – –
WPW
1032
Waldron Private Wealth
Pennsylvania
$314K +$288K +1,026 New
LA
1033
LVW Advisors
New York
$311K +$36.2K +129 +15%
GDP
1034
Great Diamond Partners
Maine
$310K +$36.2K +129 +15%
HCM
1035
Hall Capital Management
Rhode Island
$310K +$284K +1,011 New
VI
1036
Versor Investments
New York
$309K +$283K +1,008 New
KWM
1037
Kingsview Wealth Management
Oregon
$308K -$58.1K -207 -17%
LJAC
1038
L.J. Altfest & Co
New York
$307K -$35.3K -126 -11%
4WM
1039
44 Wealth Management
Oregon
$307K -$25.2K -90 -8%
AIA
1040
AIMZ Investment Advisors
California
$303K – – –
AWA
1041
Arkadios Wealth Advisors
Georgia
$303K +$118K +420 +74%
TNA
1042
True North Advisors
Texas
$300K +$11.8K +42 +4%
STA
1043
Summit Trail Advisors
New York
$297K +$15.1K +54 +6%
TWA
1044
TCI Wealth Advisors
Arizona
$297K +$15.1K +54 +6%
GT
1045
Glenview Trust
Kentucky
$295K -$137K -489 -34%
AI
1046
Accredited Investors
Minnesota
$295K – – –
LA
1047
LexAurum Advisors
Kansas
$293K – – –
GIA
1048
Guyasuta Investment Advisors
Pennsylvania
$291K – – –
UCMOK
1049
United Capital Management of KS
Kansas
$290K -$20.2K -72 -7%
AIM
1050
Acropolis Investment Management
Missouri
$290K – – –
40 41
42
43 44