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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1251
MONECO Advisors
Connecticut
$330K +$1.79K +6 +0.6%
EP
1252
Eudaimonia Partners
Tennessee
$327K -$6.26K -21 -2%
AIM
1253
Acropolis Investment Management
Missouri
$327K – – –
WP
1254
WMS Partners
Maryland
$325K +$287K +963 New
SN
1255
Sittner & Nelson
Oregon
$324K -$44.7K -150 -14%
MAG
1256
Mokosak Advisory Group
Iowa
$323K – – –
9WM
1257
9258 Wealth Management
Ohio
$322K -$2.68K -9 -0.9%
WCM
1258
Weaver Capital Management
Georgia
$321K +$283K +951 New
IIM
1259
Ipswich Investment Management
Massachusetts
$320K – – –
PWA
1260
Physician Wealth Advisors
Utah
$319K -$596 -2 -0.2%
CSI
1261
Cross Staff Investments
New York
$316K +$10.7K +36 +4%
HIIFS
1262
Harel Insurance Investments & Financial Services
Israel
$315K -$56.9K -191 -17%
WAS
1263
WESPAC Advisors SoCal
California
$315K – – –
OL
1264
OneFund LLC
Florida
$314K +$278K +931 New
CA
1265
Callahan Advisors
Texas
$312K -$28.3K -95 -9%
DAM
1266
Draper Asset Management
New York
$310K +$19.1K +64 +7%
DP
1267
Dearborn Partners
Illinois
$309K – – –
AW
1268
Avion Wealth
Texas
$309K -$894 -3 -0.3%
BFG
1269
Beacon Financial Group
Texas
$308K +$2.09K +7 +0.8%
CAM
1270
Concorde Asset Management
Michigan
$308K -$15.5K -52 -5%
SIMG
1271
Sonora Investment Management Group
Arizona
$307K +$22.4K +75 +9%
CA
1272
CoreCap Advisors
Michigan
$306K -$953K -3,197 -78%
PNAA
1273
Pictet North America Advisors
Switzerland
$305K +$17.6K +59 +7%
VWA
1274
Visionary Wealth Advisors
Illinois
$304K – – –
NAMP
1275
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$304K – – –
49 50
51
52 53