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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
1276
Guardian Financial Partners
California
$765K +$13.5K +26 +2%
VCM
1277
Virtue Capital Management
Tennessee
$764K -$89.1K -171 -10%
II
1278
Impact Investors
California
$762K +$760K +1,459 New
IEFM
1279
IQ EQ Fund Management
Ireland
$760K -$117K -225 -13%
PIM
1280
Platinum Investment Management
Australia
$759K – – –
LA
1281
LVW Advisors
New York
$756K +$9.9K +19 +1%
PWP
1282
Private Wealth Partners
California
$756K +$45.3K +87 +6%
AO
1283
Advisor OS
Illinois
$743K +$50K +96 +7%
RWPA
1284
Richard W. Paul & Associates
Michigan
$740K +$10.4K +20 +1%
CCA
1285
Cobblestone Capital Advisors
New York
$730K +$30.2K +58 +4%
CP
1286
Covenant Partners
Tennessee
$729K -$3.13K -6 -0.4%
LCWP
1287
Legacy Capital Wealth Partners
Arkansas
$726K -$232K -445 -24%
PP
1288
PDS Planning
Ohio
$723K +$26.6K +51 +4%
VFA
1289
Voya Financial Advisors
Connecticut
$722K -$54.2K -104 -7%
OC
1290
Oarsman Capital
Wisconsin
$722K -$20.8K -40 -3%
TFGT
1291
TS Financial Group (TSFG)
Illinois
$720K -$26K -50 -3%
LC
1292
Lindbrook Capital
California
$719K +$16.7K +32 +2%
LAM
1293
L2 Asset Management
Massachusetts
$718K -$12K -23 -2%
LOIM
1294
Liberty One Investment Management
Illinois
$716K -$156K -300 -18%
TW
1295
TrinityPoint Wealth
Connecticut
$716K +$132K +253 +23%
CT
1296
Chicago Trust
Illinois
$712K -$89.6K -172 -11%
PWG
1297
Portside Wealth Group
Utah
$708K +$99.5K +191 +16%
BCM
1298
Bourgeon Capital Management
Connecticut
$708K +$706K +1,356 New
OFS
1299
Orrstown Financial Services
Pennsylvania
$706K +$431K +828 +158%
SS
1300
Sunbelt Securities
Texas
$706K +$83.9K +161 +14%
50 51
52
53 54