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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1251
Penobscot Investment Management
Massachusetts
$243K – – –
FOA
1252
Five Oceans Advisors
California
$243K +$4.47K +13 +2%
VC
1253
Vestor Capital
Illinois
$243K +$56.8K +165 +32%
VCM
1254
Viewpoint Capital Management
Washington
$243K +$232K +675 New
KIG
1255
Kowal Investment Group
Wisconsin
$242K +$79.8K +232 +53%
IA
1256
IFG Advisory
Georgia
$241K -$25.1K -73 -10%
LNWTC
1257
Laird Norton Wetherby Trust Company
Washington
$241K -$7.57K -22 -3%
TWM
1258
Tradition Wealth Management
Minnesota
$241K +$10.3K +30 +5%
EPWM
1259
Essex Private Wealth Management
Massachusetts
$237K – – –
FCM
1260
Fourpath Capital Management
Oklahoma
$237K +$227K +661 New
MA
1261
MONECO Advisors
Connecticut
$236K -$16.5K -48 -5%
PTP
1262
Platform Technology Partners
New York
$236K +$226K +658 New
PA
1263
Procyon Advisors
Connecticut
$236K +$226K +658 New
SP
1264
Successful Portfolios
Florida
$235K -$6.54K -19 -3%
MAG
1265
Mokosak Advisory Group
Iowa
$235K +$10.3K +30 +5%
CMS
1266
Capital Market Strategies
Florida
$235K +$225K +654 New
FW
1267
FirstPurpose Wealth
Utah
$235K +$225K +654 New
BBA
1268
BLB&B Advisors
Pennsylvania
$233K – – –
LA
1269
Latitude Advisors
Florida
$233K – – –
TPCW
1270
TD Private Client Wealth
New York
$232K -$12.7K -37 -5%
SMG
1271
Spectrum Management Group
Indiana
$232K -$95K -276 -30%
OC
1272
Oarsman Capital
Wisconsin
$232K -$688 -2 -0.3%
RWA
1273
Redhawk Wealth Advisors
Minnesota
$232K – – –
BDF
1274
Balasa Dinverno & Foltz
$231K +$2.75K +8 +1%
TCPWM
1275
Traverso Chambers Private Wealth Management
California
$230K – – –
49 50
51
52 53