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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
1176
Laurie J. Hall Trustee
$396K – – –
JWCA
1177
J.W. Coons Advisors
Ohio
$395K +$19.7K +66 +6%
WIM
1178
WealthPlan Investment Management
Nebraska
$395K +$27.1K +91 +8%
UWPG
1179
Ullmann Wealth Partners Group
Florida
$392K +$11.9K +40 +4%
LAM
1180
L2 Asset Management
Massachusetts
$390K +$295K +988 +585%
WMA
1181
Wealth Management Associates
New Jersey
$390K – – –
MFG
1182
Merit Financial Group
Georgia
$386K -$745K -2,498 -69%
RWP
1183
Revolve Wealth Partners
New Jersey
$384K -$8.94K -30 -3%
TPWA
1184
TRUE Private Wealth Advisors
Oregon
$383K +$596 +2 +0.2%
LFM
1185
LGT Fund Management
Liechtenstein
$382K +$38.8K +130 +13%
MC
1186
Moors & Cabot
Massachusetts
$382K -$40.2K -135 -11%
RPC
1187
Rossmore Private Capital
Connecticut
$380K – – –
PCG
1188
Prosperity Consulting Group
Maryland
$379K +$335K +1,124 New
HPWM
1189
High Pines Wealth Management
Massachusetts
$379K +$5.07K +17 +2%
ZIC
1190
ZWJ Investment Counsel
Georgia
$378K +$894 +3 +0.3%
GB
1191
Goepper Burkhardt
South Carolina
$377K +$32.2K +108 +13%
PWP
1192
Principle Wealth Partners
Connecticut
$377K -$20.9K -70 -6%
GDP
1193
Great Diamond Partners
Maine
$376K -$11.3K -38 -3%
CIM
1194
Contravisory Investment Management
Massachusetts
$375K -$6.26K -21 -2%
BCM
1195
BlueCrest Capital Management
Jersey
$374K -$248K -833 -43%
GWSG
1196
GPS Wealth Strategies Group
Colorado
$373K +$94.2K +316 +40%
EAMA
1197
EFG Asset Management (Americas)
Florida
$372K -$25.9K -87 -7%
NGA
1198
Naples Global Advisors
Florida
$370K -$40.2K -135 -11%
B
1199
Bailard
California
$370K – – –
IP
1200
Investment Partners
Ohio
$369K +$15.8K +53 +5%
46 47
48
49 50