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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1226
Cromwell Holdings
Wyoming
$509K +$456K +1,144 New
HI
1227
Humankind Investments
New York
$508K +$78.5K +197 +21%
EWM
1228
Evercore Wealth Management
New York
$507K – – –
GWM
1229
Geneos Wealth Management
Colorado
$506K +$148K +372 +49%
SPC
1230
Spirepoint Private Client
Florida
$506K – – –
BWA
1231
Bordeaux Wealth Advisors
California
$504K +$219K +550 +94%
GAA
1232
Green Alpha Advisors
Colorado
$503K -$58.5K -147 -12%
RWP
1233
Revolve Wealth Partners
New Jersey
$503K -$8.36K -21 -2%
VC
1234
Vicus Capital
Pennsylvania
$501K +$90K +226 +25%
DAM
1235
Draper Asset Management
New York
$500K -$3.19K -8 -0.7%
LWM
1236
LJI Wealth Management
Indiana
$500K – – –
KFA
1237
Kapstone Financial Advisors
Ohio
$499K – – –
WWM
1238
Wolff Wiese Magana
California
$496K +$7.57K +19 +2%
9WM
1239
9258 Wealth Management
Ohio
$496K +$65.7K +165 +17%
TW
1240
TrinityPoint Wealth
Connecticut
$495K -$45K -113 -9%
TPWA
1241
TRUE Private Wealth Advisors
Oregon
$492K -$797 -2 -0.2%
IP
1242
Investment Partners
Ohio
$490K -$11.9K -30 -3%
MSS
1243
Mitchell Sinkler & Starr
Pennsylvania
$489K -$16.3K -41 -3%
BWP
1244
BSW Wealth Partners
Colorado
$488K +$47.8K +120 +12%
ZIC
1245
ZWJ Investment Counsel
Georgia
$486K -$10.8K -27 -2%
FMN
1246
Financial Management Network
California
$486K – – –
GDP
1247
Great Diamond Partners
Maine
$486K -$5.58K -14 -1%
FP
1248
Financial Perspectives
Minnesota
$485K – – –
WPW
1249
Warther Private Wealth
Ohio
$484K +$434K +1,089 New
NGA
1250
Naples Global Advisors
Florida
$483K -$5.18K -13 -1%
48 49
50
51 52