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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1126
Finer Wealth Management
Massachusetts
$293K – – –
4WM
1127
44 Wealth Management
Oregon
$293K +$22.8K +78 +9%
TPWA
1128
TRUE Private Wealth Advisors
Oregon
$292K +$9.06K +31 +3%
NICM
1129
Neo Ivy Capital Management
New York
$292K +$255K +873 +939%
CCA
1130
Childress Capital Advisors
Texas
$291K +$35.3K +121 +14%
D
1131
Diversified
Delaware
$289K +$3.51K +12 +1%
AG
1132
Ascent Group
Virginia
$289K +$35.1K +120 +14%
ACM
1133
AlphaCrest Capital Management
New York
$288K -$439K -1,502 -61%
KCPG
1134
Kavar Capital Partners Group
Kansas
$288K +$29.2K +100 +12%
SAS
1135
Sanford Advisory Services
Michigan
$287K +$14.6K +50 +6%
PWMG
1136
Prestige Wealth Management Group
New Jersey
$287K +$238K +815 +599%
GIA
1137
Guyasuta Investment Advisors
Pennsylvania
$286K – – –
HCM
1138
Hall Capital Management
Rhode Island
$286K +$3.21K +11 +1%
GDP
1139
Great Diamond Partners
Maine
$285K -$33.3K -114 -11%
AIM
1140
Acropolis Investment Management
Missouri
$285K -$24.5K -84 -8%
IIM
1141
Ipswich Investment Management
Massachusetts
$285K – – –
UWPG
1142
Ullmann Wealth Partners Group
Florida
$285K – – –
EWM
1143
Evercore Wealth Management
New York
$282K – – –
CAM
1144
CenterStar Asset Management
Illinois
$280K – – –
GA
1145
Greytown Advisors
Florida
$279K -$53.2K -182 -16%
CC
1146
Commons Capital
Massachusetts
$279K +$43.2K +148 +19%
PSUF
1147
People's United Financial
Connecticut
$279K +$52K +178 +24%
TWA
1148
TCI Wealth Advisors
Arizona
$278K -$2.63K -9 -1%
JSA
1149
Jacobson & Schmitt Advisors
Wisconsin
$278K – – –
W
1150
WealthOne
New York
$278K +$5.84K +20 +2%
44 45
46
47 48