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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GMA
1176
Glassy Mountain Advisors
Maryland
$260K – – –
PMG
1177
ProVise Management Group
Florida
$260K – – –
GWANC
1178
Guardian Wealth Advisors (North Carolina)
North Carolina
$259K -$154K -526 -38%
IC
1179
Intersect Capital
California
$259K +$51.1K +175 +26%
QPWM
1180
Quadrant Private Wealth Management
Pennsylvania
$259K +$250K +857 New
9WM
1181
9258 Wealth Management
Ohio
$258K +$876 +3 +0.4%
ANTB
1182
AMG National Trust Bank
Colorado
$256K – – –
FAFN
1183
First Affirmative Financial Network
Colorado
$256K +$35.1K +120 +16%
VA
1184
Valmark Advisers
Ohio
$255K +$24.5K +84 +11%
AF
1185
Advisornet Financial
Minnesota
$255K +$64.3K +220 +35%
PVH
1186
Psagot Value Holdings
Israel
$252K -$38K -130 -13%
MA
1187
MONECO Advisors
Connecticut
$252K +$2.34K +8 +1%
BBL
1188
Beck Bode LLC
Massachusetts
$251K +$243K +831 New
VWA
1189
V Wealth Advisors
Kansas
$250K -$119K -409 -33%
AWA
1190
Arkadios Wealth Advisors
Georgia
$249K -$20.4K -70 -8%
SHWM
1191
Smith & Howard Wealth Management
Georgia
$248K – – –
BEI
1192
Benjamin Edwards Inc
Missouri
$246K +$16.4K +56 +7%
GVAG
1193
Great Valley Advisor Group
Delaware
$246K +$56.4K +193 +34%
MA
1194
Mutual Advisors
Nebraska
$245K -$14.9K -51 -6%
KMWM
1195
Keudell/Morrison Wealth Management
Oregon
$245K -$584 -2 -0.2%
BOPW
1196
Brandywine Oak Private Wealth
Pennsylvania
$244K +$33.6K +115 +17%
SOW
1197
State of Wyoming
Wyoming
$243K +$5.26K +18 +2%
OHWP
1198
Oak Harbor Wealth Partners
North Carolina
$242K – – –
SICM
1199
Sustainable Insight Capital Management
New York
$241K +$35.9K +123 +18%
PCC
1200
Park Circle Company
Maryland
$241K +$234K +800 New
46 47
48
49 50