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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1176
Empirical Asset Management
Massachusetts
$743K -$424K -911 -5%
HI
1177
Harbour Investments
Wisconsin
$743K +$18.2K +39 +3%
LI
1178
LRI Investments
Florida
$742K +$32.6K +70 +5%
RMDI
1179
R.M. Davis Inc
Maine
$741K -$6.52K -14 -0.9%
AF
1180
Aviso Financial
Ontario, Canada
$741K +$27.5K +59 +4%
WA
1181
WBH Advisory
Maryland
$737K +$466 +1 +0.1%
BWM
1182
Brophy Wealth Management
New Hampshire
$737K +$698K +1,500 New
1W
1183
1776 Wealth
Georgia
$735K -$41.4K -89 -6%
VCA
1184
Verdence Capital Advisors
Maryland
$734K -$97.8K -210 -12%
NPF
1185
Norris Perne & French
Michigan
$733K – – –
PFA
1186
Pure Financial Advisors
California
$727K -$12.6K -27 -2%
MWM
1187
Modera Wealth Management
New Jersey
$726K -$115K -248 -14%
CA
1188
Cambridge Advisors
Nebraska
$726K – – –
TC
1189
Truvestments Capital
Florida
$725K +$86.6K +186 +14%
BWP
1190
BSW Wealth Partners
Colorado
$720K +$171K +368 +34%
CIA
1191
Choate Investment Advisors
Massachusetts
$720K +$113K +242 +20%
ADIM
1192
Alpha DNA Investment Management
Maryland
$719K +$681K +1,463 New
BFO
1193
Biltmore Family Office
North Carolina
$716K +$27.9K +60 +4%
PIM
1194
Platinum Investment Management
Australia
$715K +$677K +1,455 New
GFP
1195
Guardian Financial Partners
California
$707K – – –
VFA
1196
Voya Financial Advisors
Connecticut
$707K -$86.6K -186 -11%
TFGT
1197
TS Financial Group (TSFG)
Illinois
$703K – – –
LA
1198
LVW Advisors
New York
$702K +$50.7K +109 +8%
OC
1199
Oarsman Capital
Wisconsin
$699K +$65.6K +141 +11%
SAW
1200
Signal Advisors Wealth
Michigan
$698K +$662K +1,421 New
46 47
48
49 50