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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1251
Trueblood Wealth Management
Ohio
$480K – – –
SFS
1252
Sharp Financial Services
Pennsylvania
$478K – – –
TWA
1253
TCI Wealth Advisors
Arizona
$476K +$1.2K +3 +0.3%
HWA
1254
HCR Wealth Advisors
California
$476K +$53K +133 +14%
VWA
1255
Visionary Wealth Advisors
Illinois
$476K +$23.9K +60 +6%
FFN
1256
Focus Financial Network
Minnesota
$475K -$291K -731 -40%
MPWT
1257
MassMutual Private Wealth & Trust
Connecticut
$471K +$51K +128 +14%
LSA
1258
Lion Street Advisors
Texas
$468K -$51.4K -129 -11%
CWM
1259
Connecticut Wealth Management
Connecticut
$467K -$17.9K -45 -4%
CA
1260
CoreCap Advisors
Michigan
$467K -$170K -426 -29%
CSIC
1261
Clifford Swan Investment Counsel
California
$467K – – –
AI
1262
AXS Investments
New York
$467K -$159K -399 -28%
PNAA
1263
Pictet North America Advisors
Switzerland
$467K +$57.4K +144 +16%
FAG
1264
Fortitude Advisory Group
Washington
$464K +$74.9K +188 +22%
UWS
1265
Unique Wealth Strategies
Illinois
$463K – – –
EIP
1266
Epoch Investment Partners
New York
$461K +$27.5K +69 +7%
EWA
1267
Encompass Wealth Advisors
Oregon
$461K – – –
TSWM
1268
Triangle Securities Wealth Management
North Carolina
$458K – – –
SAI
1269
Systematic Alpha Investments
New Jersey
$458K – – –
LJHT
1270
Laurie J. Hall Trustee
$456K -$39.8K -100 -9%
DBRC
1271
D.B. Root & Company
Pennsylvania
$456K +$1.99K +5 +0.5%
AI
1272
Accredited Investors
Minnesota
$454K -$21.1K -53 -5%
KWM
1273
Kolinsky Wealth Management
New Jersey
$454K +$44.6K +112 +12%
SFA
1274
Souders Financial Advisors
Ohio
$452K +$6.37K +16 +2%
AB
1275
Atlas Brown
Kentucky
$450K +$122K +307 +44%
49 50
51
52 53