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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1276
Eudaimonia Partners
Tennessee
$392K +$4.53K +12 +1%
BWP
1277
BSW Wealth Partners
Colorado
$390K +$94.1K +249 +34%
FAFN
1278
First Affirmative Financial Network
Colorado
$387K +$26.5K +70 +8%
LA
1279
LexAurum Advisors
Kansas
$387K -$15.1K -40 -4%
AIM
1280
Acropolis Investment Management
Missouri
$386K – – –
EIP
1281
Epoch Investment Partners
New York
$386K -$84.1M -222,601 -100%
PPWM
1282
Perissos Private Wealth Management
Oklahoma
$386K +$365K +966 New
SFO
1283
Stokes Family Office
Louisiana
$385K +$41.6K +110 +13%
MIS
1284
Morningstar Investment Services
Illinois
$383K -$195K -516 -35%
SN
1285
Sittner & Nelson
Oregon
$383K – – –
NG
1286
Norden Group
Utah
$382K +$88.4K +234 +32%
9WM
1287
9258 Wealth Management
Ohio
$379K -$1.13K -3 -0.3%
IIM
1288
Ipswich Investment Management
Massachusetts
$379K – – –
NHT
1289
New Hampshire Trust
New Hampshire
$379K -$10.6K -28 -3%
HI
1290
Humankind Investments
New York
$378K -$49.1K -130 -12%
GB
1291
Goepper Burkhardt
South Carolina
$376K – – –
MAG
1292
Mokosak Advisory Group
Iowa
$375K -$6.8K -18 -2%
HWA
1293
HCR Wealth Advisors
California
$374K -$39.7K -105 -10%
CSI
1294
Cross Staff Investments
New York
$374K – – –
EBA
1295
Eagle Bay Advisors
New York
$373K -$51K -135 -13%
MPWT
1296
MassMutual Private Wealth & Trust
Connecticut
$371K +$25.3K +67 +8%
AW
1297
Avion Wealth
Texas
$368K +$1.51K +4 +0.4%
EWM
1298
Empirical Wealth Management
Washington
$368K +$31K +82 +10%
BFG
1299
Beacon Financial Group
Texas
$365K – – –
WAS
1300
WESPAC Advisors SoCal
California
$364K -$7.56K -20 -2%
50 51
52
53 54