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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
1051
Paces Ferry Wealth Advisors
Georgia
$1.59M +$2.02K +4 +0.1%
WFA
1052
Wellspring Financial Advisors
Ohio
$1.59M +$711K +1,405 +68%
GCP
1053
GSA Capital Partners
United Kingdom
$1.59M +$1.56M +3,092 +861%
PDL
1054
Portfolio Design Labs
California
$1.58M -$57.7K -114 -3%
FBT
1055
First Bank & Trust
South Dakota
$1.58M -$1.29M -2,558 -43%
ET
1056
Equitable Trust
Tennessee
$1.58M +$234K +462 +16%
VFA
1057
Valeo Financial Advisors
Indiana
$1.57M -$773K -1,528 -31%
EW
1058
Evoke Wealth
California
$1.56M +$325K +643 +23%
WH
1059
Willner & Heller
California
$1.56M +$10.1K +20 +0.6%
BBA
1060
Baader Bank Aktiengesellschaft
Germany
$1.56M – – –
FUBT
1061
First United Bank & Trust
Maryland
$1.56M -$139K -274 -8%
CI
1062
Cigna Investments
Connecticut
$1.55M -$27.3K -54 -2%
RWB
1063
RMR Wealth Builders
New Jersey
$1.55M -$2.4M -4,751 -59%
FCA
1064
Fortis Capital Advisors
Kansas
$1.53M +$401K +792 +31%
TCP
1065
TMB Capital Partners
Arkansas
$1.53M – – –
LFP
1066
Leeward Financial Partners
Washington
$1.52M +$1.67M +3,308 New
AAS
1067
Ameritas Advisory Services
Nebraska
$1.52M -$28.8K -57 -2%
KAS
1068
KPP Advisory Services
Kentucky
$1.52M +$60.7K +120 +4%
GCM
1069
Geneva Capital Management
Wisconsin
$1.52M -$317K -627 -16%
MC
1070
Machina Capital
France
$1.51M +$912K +1,802 +123%
KWA
1071
Kingswood Wealth Advisors
California
$1.51M -$154K -305 -9%
CB
1072
CNB Bank
Pennsylvania
$1.5M -$20.7K -41 -1%
LP
1073
LMR Partners
United Kingdom
$1.5M +$1.65M +3,256 New
CIC
1074
Carnegie Investment Counsel
Ohio
$1.5M +$792K +1,565 +93%
BFC
1075
Bedel Financial Consulting
Indiana
$1.5M – – –
41 42
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