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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1051
V Wealth Advisors
Kansas
$444K -$40.3K -117 -9%
LGA
1052
Lebenthal Global Advisors
New York
$444K +$426K +1,237 New
WA
1053
WESPAC Advisors
California
$443K +$18.2K +53 +4%
DU
1054
Delphia (USA)
Ontario, Canada
$441K +$422K +1,227 New
KA
1055
Kercheville Advisors
Texas
$438K -$24.1K -70 -5%
SN
1056
Sittner & Nelson
Oregon
$437K – – –
BOS
1057
Bank of Stockton
California
$435K -$84.3K -245 -17%
KM
1058
Kalos Management
Georgia
$434K -$680K -1,977 -66%
NPF
1059
Norris Perne & French
Michigan
$434K +$20.6K +60 +5%
DP
1060
Dearborn Partners
Illinois
$433K -$27.5K -80 -6%
CM
1061
Castleark Management
Illinois
$431K – – –
MSS
1062
Mitchell Sinkler & Starr
Pennsylvania
$431K – – –
TSWM
1063
Triangle Securities Wealth Management
North Carolina
$431K – – –
HWA
1064
Heritage Wealth Advisors
Virginia
$431K +$51.6K +150 +14%
SFO
1065
Stokes Family Office
Louisiana
$426K +$16.2K +47 +4%
RF
1066
Rollins Financial
Georgia
$424K +$406K +1,180 New
SIA
1067
SkyView Investment Advisors
New Jersey
$422K +$404K +1,174 New
DAS
1068
Dynamic Advisor Solutions
Arizona
$421K +$22.4K +65 +6%
DGAM
1069
Desjardins Global Asset Management
Quebec, Canada
$417K +$400K +1,162 New
AAP
1070
Arax Advisory Partners
Colorado
$415K – – –
RPC
1071
Rossmore Private Capital
Connecticut
$415K – – –
TPWA
1072
TRUE Private Wealth Advisors
Oregon
$415K +$30.6K +89 +8%
HWM
1073
HB Wealth Management
Georgia
$415K +$397K +1,155 New
BP
1074
Ballentine Partners
Massachusetts
$414K +$29.6K +86 +8%
PWP
1075
Principle Wealth Partners
Connecticut
$413K +$1.03K +3 +0.3%
41 42
43
44 45