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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1251
West Oak Capital
California
$12K – – –
WWMSC
1252
Wagner Wealth Management (South Carolina)
South Carolina
$12K +$14.1K +60 New
DMKJ
1253
David M. Knott Jr
$12K +$14.3K +61 New
AA
1254
AlphaMark Advisors
Kentucky
$11K – – –
KFI
1255
Key Financial Inc
Pennsylvania
$11K – – –
DWP
1256
Destiny Wealth Partners
Florida
$10K +$11.3K +48 New
IAMOG
1257
Investors Asset Management of Georgia
Georgia
$10K +$11.3K +48 New
SFO
1258
Standard Family Office
South Dakota
$10K +$11.3K +48 New
ANBT
1259
American National Bank & Trust
Texas
$9K – – –
NIC
1260
Northwest Investment Counselors
Oregon
$9K – – –
TFP
1261
Tilia Fiduciary Partners
North Carolina
$9K – – –
FCG
1262
Financial Connections Group
California
$9K +$11.3K +48 New
CT
1263
Cambridge Trust
Massachusetts
$8K -$19K -81 -68%
FFC
1264
First Financial Corp
Indiana
$8K – – –
LWANC
1265
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K – – –
FBC
1266
Fairfield, Bush & Co
Connecticut
$8K +$9.85K +42 New
UWM
1267
Urban Wealth Management
California
$8K +$9.85K +42 New
CWA
1268
Clearview Wealth Advisors
Oregon
$7K – – –
CFD
1269
Creative Financial Designs
Indiana
$7K – – –
LWP
1270
Lumature Wealth Partners
Georgia
$6K -$652K -2,778 -99%
SCA
1271
Stonebridge Capital Advisors
Minnesota
$6K -$3.52K -15 -33%
TJHA
1272
Thomas J. Herzfeld Advisors
Florida
$6K -$3.28K -14 -31%
AF
1273
Arrow Financial
New York
$5K -$1.17K -5 -17%
PFA
1274
Professional Financial Advisors
Nebraska
$5K -$1.17K -5 -16%
JMF
1275
Johnson Midwest Financial
Iowa
$5K – – –
49 50
51
52 53