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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
1251
Trivium Point Advisory
Connecticut
$878K -$29.9K -54 -3%
IAN
1252
Integrated Advisors Network
Texas
$875K -$128K -231 -12%
NG
1253
Norden Group
Utah
$873K +$9.4K +17 +1%
GSWM
1254
Golden State Wealth Management
California
$870K +$117K +212 +14%
MTIC
1255
Missouri Trust & Investment Company
Missouri
$869K – – –
TA
1256
TFB Advisors
Kansas
$868K +$23.2K +42 +2%
PCM
1257
Parsons Capital Management
Rhode Island
$867K +$47.6K +86 +5%
BFIM
1258
Beese Fulmer Investment Management
Ohio
$867K +$84.1K +152 +10%
SIM
1259
Sentry Investment Management
Wisconsin
$865K -$308K -557 -23%
WIM
1260
WealthPlan Investment Management
Nebraska
$864K +$111K +200 +13%
TNA
1261
True North Advisors
Texas
$864K – – –
TSWM
1262
Tyler-Stone Wealth Management
Ohio
$856K +$246K +445 +35%
SA
1263
Sylvest Advisors
Texas
$856K -$689K -1,246 -42%
MWM
1264
Moran Wealth Management
Florida
$851K -$32.6K -59 -3%
FAIM
1265
Financial Advocates Investment Management
Washington
$851K +$29.3K +53 +3%
RCA
1266
Roberts Capital Advisors
Colorado
$851K +$950K +1,718 New
VWM
1267
Venturi Wealth Management
Texas
$850K +$40.9K +74 +5%
NSB
1268
Norway Savings Bank
Maine
$843K +$942K +1,703 New
MFS
1269
Monetta Financial Services
Illinois
$842K – – –
ATFA
1270
All Terrain Financial Advisors
Minnesota
$841K – – –
RAM
1271
Readystate Asset Management
Illinois
$840K +$938K +1,696 New
FMP
1272
Financial Management Professionals
Texas
$839K -$41.5K -75 -4%
JSW
1273
Journey Strategic Wealth
New Jersey
$836K +$359K +649 +62%
AA
1274
Alta Advisers
United Kingdom
$833K +$277K +500 +42%
WANY
1275
Wealthspire Advisors (New York)
New York
$828K +$14.4K +26 +2%
49 50
51
52 53