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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
1126
Silvia McColl Wealth Management
California
$259K +$238K +977 New
FWCM
1127
Ferguson Wellman Capital Management
Oregon
$259K +$238K +977 New
TWA
1128
TCI Wealth Advisors
Arizona
$258K +$32.7K +134 +16%
MCWS
1129
McKinley Carter Wealth Services
West Virginia
$258K +$237K +972 New
LFA
1130
Legacy Financial Advisors
Kentucky
$258K +$237K +971 New
NHT
1131
New Hampshire Trust
New Hampshire
$258K +$237K +971 New
CG
1132
Clifford Group
Massachusetts
$257K +$236K +969 New
KA
1133
Kovack Advisors
Florida
$257K -$95.1K -390 -29%
LA
1134
LexAurum Advisors
Kansas
$257K +$236K +967 New
GIA
1135
Guyasuta Investment Advisors
Pennsylvania
$256K +$235K +963 New
KCPG
1136
Kavar Capital Partners Group
Kansas
$253K +$233K +955 New
ZIC
1137
ZWJ Investment Counsel
Georgia
$253K +$232K +952 New
ASBI
1138
American State Bank (Iowa)
Iowa
$252K +$122K +500 +111%
SAS
1139
Sanford Advisory Services
Michigan
$252K +$232K +950 New
AIM
1140
Acropolis Investment Management
Missouri
$252K +$975 +4 +0.4%
HHGA
1141
Halbert Hargrove Global Advisors
California
$252K +$231K +949 New
IIM
1142
Ipswich Investment Management
Massachusetts
$251K +$230K +945 New
UWPG
1143
Ullmann Wealth Partners Group
Florida
$251K +$230K +945 New
TCBWMS
1144
Texas Capital Bank Wealth Management Services
Texas
$249K -$65.8K -270 -22%
GA
1145
Greytown Advisors
Florida
$247K +$227K +932 New
MA
1146
MONECO Advisors
Connecticut
$247K +$227K +931 New
IA
1147
Inspire Advisors
Idaho
$247K +$227K +930 New
4WM
1148
44 Wealth Management
Oregon
$247K +$227K +929 New
FWM
1149
Finer Wealth Management
Massachusetts
$244K +$224K +919 New
MW
1150
Marcum Wealth
Ohio
$244K -$95.3K -391 -30%
44 45
46
47 48