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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1051
Everhart Financial Group
Ohio
$316K -$60.2K -247 -17%
FA
1052
Financial Alternatives
California
$315K +$290K +1,188 New
SWM
1053
Silverlake Wealth Management
Vermont
$310K – – –
S
1054
Seeyond
France
$309K -$404K -1,657 -59%
ANTB
1055
AMG National Trust Bank
Colorado
$308K -$90.9K -373 -24%
RPC
1056
Rossmore Private Capital
Connecticut
$306K – – –
AWM
1057
Aries Wealth Management
Maine
$305K -$58.5K -240 -17%
GW
1058
GW & Wade
Massachusetts
$305K +$488 +2 +0.2%
VWM
1059
Vigilare Wealth Management
Arizona
$305K -$39K -160 -12%
KFA
1060
Kapstone Financial Advisors
Ohio
$304K +$285K +1,167 New
HPWM
1061
High Pines Wealth Management
Massachusetts
$300K +$244 +1 +0.1%
TSWM
1062
Triangle Securities Wealth Management
North Carolina
$300K -$17.1K -70 -6%
GA
1063
Geller Advisors
New York
$300K +$3.17K +13 +1%
CCFM
1064
Clear Creek Financial Management
Washington
$299K +$6.83K +28 +3%
NPF
1065
Norris Perne & French
Michigan
$299K – – –
TPWA
1066
TRUE Private Wealth Advisors
Oregon
$298K +$12.7K +52 +5%
FMN
1067
Financial Management Network
California
$297K +$268K +1,100 New
GA
1068
GraniteShares Advisors
New York
$297K -$53.2K -218 -16%
BFM
1069
Boothbay Fund Management
New York
$296K +$272K +1,115 New
VPP
1070
Vertex Planning Partners
Illinois
$296K +$272K +1,114 New
MG
1071
Mather Group
Illinois
$295K -$40.2K -165 -13%
MS
1072
Mizuho Securities
Japan
$295K +$208K +855 +335%
CMS
1073
Capital Market Strategies
Florida
$294K -$21.9K -90 -8%
PWM
1074
Purus Wealth Management
California
$292K -$193K -790 -42%
DGAM
1075
Desjardins Global Asset Management
Quebec, Canada
$292K +$4.14K +17 +2%
41 42
43
44 45