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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1226
Finer Wealth Management
Massachusetts
$267K – – –
MIM
1227
Morningstar Investment Management
Illinois
$265K – – –
PRS
1228
Pinkerton Retirement Specialists
Idaho
$263K -$188K -601 -40%
VWA
1229
Visionary Wealth Advisors
Illinois
$263K – – –
W
1230
WealthOne
New York
$263K -$2.81K -9 -1%
CSI
1231
Cross Staff Investments
New York
$263K – – –
NAMP
1232
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$263K – – –
PI
1233
Parkside Investments
Illinois
$263K – – –
VC
1234
Vicus Capital
Pennsylvania
$263K +$281K +900 New
PVI
1235
Pine Valley Investments
New Jersey
$262K +$18.1K +58 +7%
RA
1236
Riversedge Advisors
Delaware
$262K +$48.7K +156 +21%
CG
1237
Clarus Group
Texas
$262K – – –
TW
1238
TrinityPoint Wealth
Connecticut
$260K +$8.74K +28 +3%
CIA
1239
Choate Investment Advisors
Massachusetts
$260K +$277K +888 New
FMTC
1240
Farmers & Merchants Trust Company
California
$260K -$19.1K -61 -6%
FWM
1241
FFT Wealth Management
Pennsylvania
$259K +$276K +885 New
FAG
1242
Fortitude Advisory Group
Washington
$257K +$2.81K +9 +1%
KLCM
1243
KG&L Capital Management
Louisiana
$257K -$22.5K -72 -8%
BAM
1244
Blueshift Asset Management
New Jersey
$257K +$274K +878 New
CCA
1245
Cobblestone Capital Advisors
New York
$256K – – –
FWP
1246
FAS Wealth Partners
Kansas
$255K – – –
RF
1247
Rollins Financial
Georgia
$255K +$9.37K +30 +4%
GMA
1248
Glassy Mountain Advisors
Maryland
$255K – – –
PCS
1249
Personal CFO Solutions
New Jersey
$253K -$43.7K -140 -14%
GB
1250
Goepper Burkhardt
South Carolina
$253K – – –
48 49
50
51 52