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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1126
9258 Wealth Management
Ohio
$251K – – –
HHGA
1127
Halbert Hargrove Global Advisors
California
$251K +$8.13K +33 +3%
WP
1128
WMS Partners
Maryland
$251K -$28.6K -116 -11%
BSSFA
1129
Baron Silver Stevens Financial Advisors
Florida
$251K +$17.7K +72 +8%
PVI
1130
Pine Valley Investments
New Jersey
$250K +$206K +836 New
FWCM
1131
Ferguson Wellman Capital Management
Oregon
$250K – – –
DP
1132
Dearborn Partners
Illinois
$249K -$6.16K -25 -2%
D
1133
Diversified
Delaware
$249K -$2.46K -10 -1%
MCWS
1134
McKinley Carter Wealth Services
West Virginia
$248K – – –
LA
1135
LexAurum Advisors
Kansas
$248K +$739 +3 +0.3%
IA
1136
Inspire Advisors
Idaho
$248K +$9.61K +39 +4%
MA
1137
MONECO Advisors
Connecticut
$246K +$8.13K +33 +4%
GIA
1138
Guyasuta Investment Advisors
Pennsylvania
$246K – – –
TCBWMS
1139
Texas Capital Bank Wealth Management Services
Texas
$244K +$4.43K +18 +2%
KCPG
1140
Kavar Capital Partners Group
Kansas
$244K – – –
KWM
1141
Kingsview Wealth Management
Oregon
$243K +$38.2K +155 +19%
GCP
1142
GSA Capital Partners
United Kingdom
$243K +$234K +950 New
WAS
1143
WESPAC Advisors SoCal
California
$243K -$18.5K -75 -7%
AIM
1144
Acropolis Investment Management
Missouri
$242K -$246 -1 -0.1%
ZIC
1145
ZWJ Investment Counsel
Georgia
$242K -$1.48K -6 -0.6%
IIM
1146
Ipswich Investment Management
Massachusetts
$241K – – –
UWPG
1147
Ullmann Wealth Partners Group
Florida
$241K – – –
4WM
1148
44 Wealth Management
Oregon
$240K +$2.46K +10 +1%
TWA
1149
TCI Wealth Advisors
Arizona
$240K -$8.87K -36 -4%
AW
1150
Avion Wealth
Texas
$239K +$985 +4 +0.4%
44 45
46
47 48