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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1276
Choreo LLC
Illinois
$244K +$216K +713 New
RSS
1277
Rosenblum Silverman Sutton
California
$243K -$57.5K -190 -21%
PWLP
1278
Prio Wealth Limited Partnership
Massachusetts
$242K +$214K +708 New
SPP
1279
Single Point Partners
Massachusetts
$242K +$215K +709 New
WWP
1280
WR Wealth Planners
Missouri
$241K +$1.81K +6 +0.9%
AT
1281
Avalon Trust
New Mexico
$240K – – –
SIMG
1282
Sonora Investment Management Group
Arizona
$240K +$212K +702 New
KLWA
1283
Kelly Lawrence W & Associates
California
$240K – – –
EWA
1284
EverSource Wealth Advisors
Alabama
$240K -$10.3K -34 -5%
BWS
1285
Buck Wealth Strategies
Colorado
$239K – – –
SOS
1286
Silver Oak Securities
Tennessee
$239K +$211K +698 New
FCM
1287
Fourpath Capital Management
Oklahoma
$239K +$211K +698 New
PFG
1288
Prosperity Financial Group
California
$238K +$211K +696 New
VC
1289
Veracity Capital
Georgia
$238K +$211K +696 New
BFC
1290
Blue Fin Capital
Rhode Island
$238K -$1.21K -4 -0.6%
BBA
1291
BLB&B Advisors
Pennsylvania
$237K +$210K +693 New
BOS
1292
Bank of Stockton
California
$236K +$209K +690 New
EWM
1293
Empirical Wealth Management
Washington
$235K +$208K +686 New
SFCL
1294
Strengthening Families & Communities LLC
Massachusetts
$233K +$206K +681 New
PIM
1295
Penobscot Investment Management
Massachusetts
$231K +$204K +675 New
VCM
1296
Viewpoint Capital Management
Washington
$231K +$204K +675 New
AT
1297
Arvest Trust
Oklahoma
$230K +$215K +709 New
HI
1298
Hendershot Investments
Virginia
$230K -$101K -334 -33%
KCM
1299
KRS Capital Management
Michigan
$230K +$203K +672 New
RPWA
1300
Regent Peak Wealth Advisors
Georgia
$229K +$203K +671 New
50 51
52
53 54