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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1276
Anchor Investment Management
South Carolina
$449K -$281K -705 -41%
PAM
1277
Palisade Asset Management
Minnesota
$449K – – –
PPW
1278
Parcion Private Wealth
Washington
$449K +$1.99K +5 +0.5%
SGCA
1279
Steel Grove Capital Advisors
Tennessee
$449K +$179K +450 +81%
PWG
1280
Portside Wealth Group
Utah
$449K +$43.8K +110 +12%
TCM
1281
Tufton Capital Management
Maryland
$448K -$3.98K -10 -1%
SFO
1282
Stokes Family Office
Louisiana
$448K +$16.3K +41 +4%
TLP
1283
Trinity Legacy Partners
Texas
$448K +$90.8K +228 +29%
HGA
1284
Hobbs Group Advisors
South Carolina
$446K +$399K +1,002 New
AA
1285
Alta Advisers
United Kingdom
$445K – – –
LFM
1286
LGT Fund Management
Liechtenstein
$445K – – –
NC
1287
nVerses Capital
Florida
$445K +$398K +1,000 New
FAFN
1288
First Affirmative Financial Network
Colorado
$443K +$10.4K +26 +3%
IIM
1289
Ipswich Investment Management
Massachusetts
$443K +$17.9K +45 +5%
AIA
1290
AIMZ Investment Advisors
California
$440K – – –
MWM
1291
Merriman Wealth Management
Washington
$439K -$51K -128 -11%
CFD
1292
Creative Financial Designs
Indiana
$438K +$40.2K +101 +11%
MA
1293
MONECO Advisors
Connecticut
$438K -$10.8K -27 -3%
UF
1294
Univest Financial
Pennsylvania
$435K +$143K +358 +58%
GB
1295
Goepper Burkhardt
South Carolina
$432K – – –
TSMHT
1296
Thurston Springer Miller Herd & Titak
Indiana
$432K +$387K +972 New
LA
1297
LexAurum Advisors
Kansas
$432K – – –
AIM
1298
Acropolis Investment Management
Missouri
$431K – – –
WA
1299
Wambolt & Associates
Colorado
$431K -$35.8K -90 -8%
PPWM
1300
Perissos Private Wealth Management
Oklahoma
$430K – – –
50 51
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