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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
1301
Garden State Investment Advisory Services
New Jersey
$222K -$25K -80 -10%
PWG
1302
Portside Wealth Group
Utah
$221K +$235K +754 New
GBT
1303
Grove Bank & Trust
Florida
$220K -$282K -904 -55%
MPM
1304
Meritage Portfolio Management
Kansas
$220K – – –
TWM
1305
Thrive Wealth Management
Pennsylvania
$218K -$6.87K -22 -3%
TWM
1306
Tanager Wealth Management
United Kingdom
$218K +$4.37K +14 +2%
EVM
1307
Evelyn V. Moreno
$215K – – –
EWM
1308
Empirical Wealth Management
Washington
$215K +$15.6K +50 +7%
FFA
1309
Fortune Financial Advisors
Kansas
$215K – – –
KLWA
1310
Kelly Lawrence W & Associates
California
$214K – – –
PTC
1311
Petrus Trust Company
Texas
$214K +$229K +732 New
BWS
1312
Buck Wealth Strategies
Colorado
$213K +$9.37K +30 +4%
PFG
1313
Prosperity Financial Group
California
$213K +$10.6K +34 +5%
BLC
1314
Brown, Lisle/Cummings
Rhode Island
$212K – – –
FI
1315
Financial Insights
Washington
$212K – – –
DCM
1316
DGS Capital Management
New Jersey
$210K +$17.2K +55 +8%
VDI
1317
Vaughan David Investments
Illinois
$209K – – –
RSS
1318
Rosenblum Silverman Sutton
California
$208K – – –
RIM
1319
Redwood Investment Management
Arizona
$207K +$221K +708 New
TI
1320
Truepoint Inc
Ohio
$207K +$221K +707 New
SOS
1321
Silver Oak Securities
Tennessee
$206K +$2.19K +7 +1%
LAS
1322
Lloyd Advisory Services
Georgia
$206K +$220K +704 New
NG
1323
Norden Group
Utah
$206K +$220K +704 New
AT
1324
Avalon Trust
New Mexico
$205K – – –
FFA
1325
Fi3 Financial Advisors
Indiana
$205K -$7.5K -24 -3%
51 52
53
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