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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1051
Aspiriant LLC
California
$228K +$267K +1,136 New
IWA
1052
IVC Wealth Advisors
Pennsylvania
$227K -$58.4K -249 -18%
EWA
1053
Encompass Wealth Advisors
Oregon
$226K – – –
EP
1054
Eudaimonia Partners
Tennessee
$225K -$64.5K -275 -20%
ALAM
1055
Asahi Life Asset Management
Japan
$225K +$263K +1,120 New
MMC
1056
Mizuho Markets Cayman
Cayman Islands
$225K +$263K +1,122 New
ZIC
1057
ZWJ Investment Counsel
Georgia
$224K – – –
GC
1058
Gilbert & Cook
Iowa
$223K +$261K +1,112 New
MM
1059
MQS Management
New York
$222K -$142K -605 -35%
WP
1060
WMS Partners
Maryland
$222K -$25.8K -110 -9%
MW
1061
Marcum Wealth
Ohio
$221K +$3.28K +14 +1%
DWM
1062
Drive Wealth Management
Utah
$220K -$704 -3 -0.3%
HWMA
1063
Heritage Wealth Management (Arizona)
Arizona
$220K -$17.6K -75 -6%
IPAM
1064
ICICI Prudential Asset Management
India
$217K +$9.85K +42 +4%
GW
1065
GW & Wade
Massachusetts
$217K +$19.7K +84 +8%
QPWM
1066
Quadrant Private Wealth Management
Pennsylvania
$217K +$52.6K +224 +26%
FP
1067
Financial Perspectives
Minnesota
$217K – – –
PWP
1068
Principle Wealth Partners
Connecticut
$216K – – –
VDI
1069
Vaughan David Investments
Illinois
$216K – – –
TPWA
1070
TRUE Private Wealth Advisors
Oregon
$215K -$27.2K -116 -10%
BCA
1071
Bay Colony Advisors
Massachusetts
$214K -$29.1K -124 -12%
IAIM
1072
International Assets Investment Management
Florida
$214K -$14.1K -60 -5%
TNA
1073
True North Advisors
Texas
$214K +$18.8K +80 +8%
HHGA
1074
Halbert Hargrove Global Advisors
California
$214K +$21.3K +91 +9%
KP
1075
Keel Point
Alabama
$213K -$22.1K -94 -10%
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43
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