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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1301
1900 Wealth Management
Texas
$214K +$205K +597 New
CG
1302
Corundum Group
Colorado
$211K +$202K +586 New
QI
1303
Qtron Investments
Massachusetts
$210K +$201K +585 New
RP
1304
Rice Partnership
Hawaii
$210K +$201K +585 New
TIAM2
1305
Tru Independence Asset Management 2
Oregon
$210K +$201K +585 New
TSWM
1306
Tyler-Stone Wealth Management
Ohio
$210K +$201K +585 New
IA
1307
Insight Advisors
Pennsylvania
$209K -$398K -1,156 -67%
IFS
1308
Ifrah Financial Services
Arkansas
$209K +$201K +583 New
BEW
1309
Burton Enright Welch
California
$207K +$199K +577 New
CC
1310
Chicago Capital
Illinois
$207K +$198K +576 New
IFA
1311
Index Fund Advisors
California
$206K +$197K +573 New
IF
1312
IRON Financial
Illinois
$204K +$195K +567 New
SFS
1313
Strategic Financial Services
New York
$203K +$194K +564 New
AL
1314
Aspiriant LLC
California
$203K +$195K +567 New
TAM
1315
Trillium Asset Management
Massachusetts
$202K +$193K +561 New
SCM
1316
Stevens Capital Management
Pennsylvania
$201K +$192K +559 New
CCA
1317
Conestoga Capital Advisors
Pennsylvania
$201K +$193K +560 New
EWM
1318
EPG Wealth Management
Georgia
$200K +$192K +558 New
BAM
1319
Byrne Asset Management
New Jersey
$198K +$190K +551 New
CQS
1320
Credential Qtrade Securities
$185K +$177K +515 New
NFG
1321
Next Financial Group
Texas
$185K -$25.1K -73 -12%
PMFA
1322
Plante Moran Financial Advisors
Michigan
$181K -$22.7K -66 -12%
GWS
1323
Glassman Wealth Services
Virginia
$178K +$42.3K +123 +33%
CWS
1324
Confluence Wealth Services
Pennsylvania
$178K +$171K +498 New
PFBT
1325
Parkside Financial Bank & Trust
Missouri
$177K +$8.26K +24 +5%
51 52
53
54 55