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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1201
Tandem Capital Management
New Jersey
$863K +$926K +1,930 New
OFS
1202
OneAscent Financial Services
Alabama
$859K -$113K -235 -11%
BMCM
1203
Bryn Mawr Capital Management
Pennsylvania
$858K -$148K -309 -14%
BCP
1204
Blue Chip Partners
Michigan
$856K +$709K +1,477 +338%
EW
1205
Evoke Wealth
California
$854K +$143K +298 +18%
OFS
1206
Orrstown Financial Services
Pennsylvania
$851K +$144K +301 +19%
ATPW
1207
Ashton Thomas Private Wealth
Arizona
$849K -$71K -148 -7%
NPF
1208
Norris Perne & French
Michigan
$848K – – –
AF
1209
Aviso Financial
Ontario, Canada
$847K +$22.6K +47 +3%
BFIM
1210
Beese Fulmer Investment Management
Ohio
$846K +$960 +2 +0.1%
WIM
1211
WealthPlan Investment Management
Nebraska
$839K – – –
TWM
1212
Tradition Wealth Management
Minnesota
$839K -$140K -291 -13%
SCI
1213
Stableford Capital II
Arizona
$837K +$4.32K +9 +0.5%
HIP
1214
Harrell Investment Partners
Texas
$837K +$32.6K +68 +4%
MMCM
1215
Murphy & Mullick Capital Management
New York
$836K – – –
APP
1216
Avantax Planning Partners
Iowa
$835K +$203K +423 +29%
EI
1217
Ellevest Inc
New York
$834K +$178K +371 +25%
1CP
1218
17 Capital Partners
Arizona
$821K -$98.4K -205 -10%
BCM
1219
BTC Capital Management
Iowa
$818K -$434K -904 -33%
KIA
1220
KCM Investment Advisors
California
$818K +$85.4K +178 +11%
SRL
1221
Scientech Research LLC
New Jersey
$816K -$1.21M -2,516 -58%
LAM
1222
Lewis Asset Management
California
$813K – – –
CT
1223
Chicago Trust
Illinois
$805K -$99.8K -208 -10%
DWA
1224
Douglass Winthrop Advisors
New York
$803K -$425K -885 -33%
AO
1225
Advisor OS
Illinois
$801K +$109K +227 +15%
47 48
49
50 51