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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1026
Laidlaw Wealth Management
New York
$245K -$20.2K -86 -7%
VWM
1027
Vigilare Wealth Management
Arizona
$245K -$18.8K -80 -6%
MSS
1028
Mitchell Sinkler & Starr
Pennsylvania
$245K +$4.69K +20 +2%
AG
1029
Ascent Group
Virginia
$245K +$24.4K +104 +11%
TCBWMS
1030
Texas Capital Bank Wealth Management Services
Texas
$243K -$11.3K -48 -4%
MG
1031
Mather Group
Illinois
$242K -$19.2K -82 -6%
CM
1032
Castleark Management
Illinois
$241K – – –
TSWM
1033
Triangle Securities Wealth Management
North Carolina
$241K – – –
ACM
1034
Aquatic Capital Management
Illinois
$241K +$282K +1,200 New
SN
1035
Sittner & Nelson
Oregon
$240K – – –
GJIC
1036
Gamble Jones Investment Counsel
California
$239K – – –
NPF
1037
Norris Perne & French
Michigan
$238K – – –
FA
1038
Fiducient Advisors
Illinois
$235K +$274K +1,170 New
CWM
1039
Calamos Wealth Management
Illinois
$234K -$9.38K -40 -3%
MPPLM
1040
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$233K +$28.9K +123 +12%
ARMT
1041
Amica Retiree Medical Trust
Rhode Island
$233K +$42.9K +183 +19%
RPC
1042
Rossmore Private Capital
Connecticut
$232K – – –
IC
1043
Intersect Capital
California
$232K +$69.2K +295 +34%
SWM
1044
Silverlake Wealth Management
Vermont
$232K +$1.41K +6 +0.5%
SFG
1045
Synergy Financial Group
California
$231K – – –
RF
1046
Rollins Financial
Georgia
$231K +$7.04K +30 +3%
GDP
1047
Great Diamond Partners
Maine
$231K +$48.3K +206 +22%
ATPW
1048
Ashton Thomas Private Wealth
Arizona
$230K -$350K -1,491 -56%
GKWIM
1049
Gerber Kawasaki Wealth & Investment Management
California
$229K – – –
EFG
1050
Everhart Financial Group
Ohio
$229K +$267K +1,140 New
40 41
42
43 44