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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1251
Clifford Swan Investment Counsel
California
$419K – – –
MWM
1252
Moran Wealth Management
Florida
$416K +$119K +316 +44%
TC
1253
Truvestments Capital
Florida
$415K +$373K +986 +1,826%
FMN
1254
Financial Management Network
California
$415K – – –
AA
1255
Advisory Alpha
Michigan
$414K +$392K +1,038 New
NAS
1256
Nicolet Advisory Services
Wisconsin
$414K +$79K +209 +25%
WMA
1257
Wealth Management Associates
New Jersey
$414K -$85.4K -226 -20%
EWA
1258
Encompass Wealth Advisors
Oregon
$413K – – –
WANY
1259
Wealthspire Advisors (New York)
New York
$412K -$85.8K -227 -18%
TSWM
1260
Triangle Securities Wealth Management
North Carolina
$411K – – –
JSW
1261
Journey Strategic Wealth
New Jersey
$411K +$389K +1,030 New
SAI
1262
Systematic Alpha Investments
New Jersey
$411K – – –
DBRC
1263
D.B. Root & Company
Pennsylvania
$407K +$8.69K +23 +2%
TCM
1264
Tufton Capital Management
Maryland
$406K +$9.45K +25 +3%
MA
1265
MONECO Advisors
Connecticut
$404K +$13.2K +35 +4%
PAM
1266
Palisade Asset Management
Minnesota
$403K – – –
VWA
1267
Visionary Wealth Advisors
Illinois
$403K +$40.8K +108 +12%
PPW
1268
Parcion Private Wealth
Washington
$401K – – –
LFM
1269
LGT Fund Management
Liechtenstein
$399K -$49.1K -130 -12%
SFA
1270
Souders Financial Advisors
Ohio
$399K -$1.13K -3 -0.3%
AA
1271
Alta Advisers
United Kingdom
$399K – – –
LSA
1272
Lion Street Advisors
Texas
$398K – – –
SP
1273
Symmetry Partners
Connecticut
$397K – – –
AIA
1274
AIMZ Investment Advisors
California
$395K – – –
B
1275
Bailard
California
$393K -$42.3K -112 -10%
49 50
51
52 53