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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1276
HCR Wealth Advisors
California
$241K -$140K -449 -35%
GPA
1277
Guerra Pan Advisors
New Jersey
$237K +$253K +810 New
GCMG
1278
Gyroscope Capital Management Group
Florida
$236K +$64.6K +207 +35%
ACM
1279
Arcataur Capital Management
Wisconsin
$234K – – –
OHWP
1280
Oak Harbor Wealth Partners
North Carolina
$234K – – –
PMG
1281
ProVise Management Group
Florida
$234K – – –
BFEC
1282
Benjamin F. Edwards & Company
Missouri
$234K +$87.1K +279 +53%
AL
1283
Arnhold LLC
New York
$234K – – –
BFC
1284
Blue Fin Capital
Rhode Island
$234K +$32.8K +105 +15%
VPP
1285
Vertex Planning Partners
Illinois
$234K -$625 -2 -0.2%
KWM
1286
Kolinsky Wealth Management
New Jersey
$233K -$18.7K -60 -7%
HIC
1287
Holderness Investments Company
North Carolina
$232K – – –
EWA
1288
EverSource Wealth Advisors
Alabama
$231K +$28.4K +91 +13%
GWSG
1289
GPS Wealth Strategies Group
Colorado
$231K +$4.68K +15 +2%
LCM
1290
Liberty Capital Management
Michigan
$229K +$245K +785 New
PWLP
1291
Prio Wealth Limited Partnership
Massachusetts
$229K +$23.4K +75 +11%
MC
1292
Middleton & Co
Massachusetts
$229K – – –
WP
1293
WealthPLAN Partners
Nebraska
$229K +$16.2K +52 +7%
FWCM
1294
Ferguson Wellman Capital Management
Oregon
$228K -$71.8K -230 -23%
MAP
1295
Moody Aldrich Partners
Massachusetts
$227K +$243K +777 New
MFA
1296
Mayflower Financial Advisors
Massachusetts
$225K -$85.9K -275 -26%
UCMOK
1297
United Capital Management of KS
Kansas
$225K – – –
AF
1298
Advisornet Financial
Minnesota
$224K -$119K -382 -33%
XT
1299
XTX Topco
Cayman Islands
$223K -$646K -2,067 -73%
LA
1300
LVW Advisors
New York
$223K +$45.9K +147 +24%
50 51
52
53 54