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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1176
Latitude Advisors
Florida
$215K +$218K +648 New
OC
1177
Oarsman Capital
Wisconsin
$215K +$218K +648 New
RWA
1178
Redhawk Wealth Advisors
Minnesota
$214K +$217K +645 New
TWM
1179
Tradition Wealth Management
Minnesota
$213K +$10.1K +30 +5%
CCC
1180
Chelsea Counsel Company
California
$212K +$215K +639 New
TCPWM
1181
Traverso Chambers Private Wealth Management
California
$212K +$215K +639 New
BDF
1182
Balasa Dinverno & Foltz
$211K +$214K +636 New
FIM
1183
Freedom Investment Management
Connecticut
$210K +$213K +633 New
IA
1184
Insight Advisors
Pennsylvania
$210K +$583K +1,737 New
MAG
1185
Mokosak Advisory Group
Iowa
$208K +$210K +624 New
CRWM
1186
Castle Rock Wealth Management
California
$208K +$572K +1,704 New
VI
1187
Versor Investments
New York
$206K -$130K -387 -38%
LTI
1188
Laffer Tengler Investments
Tennessee
$205K +$208K +618 New
ST
1189
Smithfield Trust
Pennsylvania
$204K +$5.04K +15 +3%
TC
1190
Trust Company
Kansas
$203K – – –
MSFP
1191
Mark Sheptoff Financial Planning
Connecticut
$199K -$50.4K -150 -20%
LWA
1192
Lenox Wealth Advisors
New York
$199K +$81.6K +243 +68%
ZB
1193
Zions Bancorporation
Utah
$197K -$2.02K -6 -1%
NFG
1194
Next Financial Group
Texas
$195K +$51.4K +153 +35%
MAM
1195
Magellan Asset Management
Australia
$190K -$30.2K -90 -14%
PMFA
1196
Plante Moran Financial Advisors
Michigan
$189K -$3.02K -9 -2%
CG
1197
Cutler Group
California
$180K +$183K +546 New
VC
1198
Vestor Capital
Illinois
$169K +$10.1K +30 +6%
MUMSS
1199
Mitsubishi UFJ Morgan Stanley Securities
Japan
$159K +$161K +480 New
RFA
1200
Reilly Financial Advisors
California
$155K – – –
46 47
48
49 50