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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1026
Prospera Financial Services
Texas
$362K -$39.3K -117 -10%
EWA
1027
Encompass Wealth Advisors
Oregon
$360K – – –
PWAC
1028
Private Wealth Advisors (California)
California
$358K +$729K +2,172 +200%
FP
1029
Financial Perspectives
Minnesota
$358K – – –
VDI
1030
Vaughan David Investments
Illinois
$357K – – –
BP
1031
Ballentine Partners
Massachusetts
$354K +$3.02K +9 +0.8%
MOS
1032
MGO One Seven
Ohio
$354K +$986K +2,937 New
TPWA
1033
TRUE Private Wealth Advisors
Oregon
$353K -$1.01K -3 -0.3%
IAIM
1034
International Assets Investment Management
Florida
$352K +$357K +1,062 New
VFA
1035
Values First Advisors
Tennessee
$350K -$46.3K -138 -12%
EP
1036
Eudaimonia Partners
Tennessee
$348K -$22.2K -66 -6%
HWA
1037
Heritage Wealth Advisors
Virginia
$348K – – –
VWA
1038
Visionary Wealth Advisors
Illinois
$346K – – –
MFA
1039
Mayflower Financial Advisors
Massachusetts
$346K +$676K +2,013 +187%
PAM
1040
Palisade Asset Management
Minnesota
$341K – – –
AIM
1041
Acropolis Investment Management
Missouri
$339K +$28.2K +84 +9%
MCWS
1042
McKinley Carter Wealth Services
West Virginia
$337K -$6.04K -18 -2%
GA
1043
Geller Advisors
New York
$335K -$18.1K -54 -5%
HCM
1044
Hall Capital Management
Rhode Island
$335K – – –
4WM
1045
44 Wealth Management
Oregon
$335K +$3.02K +9 +0.9%
LWAC
1046
Laurel Wealth Advisors (California)
California
$333K -$51.4K -153 -13%
GDP
1047
Great Diamond Partners
Maine
$333K -$3.02K -9 -0.9%
LJAC
1048
L.J. Altfest & Co
New York
$332K – – –
EIA
1049
Eastover Investment Advisors
North Carolina
$331K +$335K +999 New
AIA
1050
AIMZ Investment Advisors
California
$328K – – –
40 41
42
43 44