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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1301
Beacon Financial Group
Texas
$430K +$20.7K +52 +6%
DS
1302
DRW Securities
Illinois
$428K +$383K +962 New
SN
1303
Sittner & Nelson
Oregon
$427K – – –
GSIAS
1304
Garden State Investment Advisory Services
New Jersey
$425K +$27.9K +70 +8%
SSWM
1305
Strait & Sound Wealth Management
California
$425K +$381K +956 New
NAS
1306
Nicolet Advisory Services
Wisconsin
$424K -$41.8K -105 -10%
BTWM
1307
Baker Tilly Wealth Management
Wisconsin
$423K -$222K -558 -37%
GSEP
1308
Golden State Equity Partners
California
$423K +$379K +952 New
NHT
1309
New Hampshire Trust
New Hampshire
$422K – – –
WRM
1310
Weybosset Research & Management
Rhode Island
$421K +$377K +947 New
JSW
1311
Journey Strategic Wealth
New Jersey
$419K -$35.4K -89 -9%
MAG
1312
Mokosak Advisory Group
Iowa
$418K – – –
CSI
1313
Cross Staff Investments
New York
$416K – – –
UOTTAIMCU
1314
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$416K +$372K +935 New
WMA
1315
Wealth Management Associates
New Jersey
$414K – – –
DP
1316
Dearborn Partners
Illinois
$412K +$14.3K +36 +4%
AW
1317
Avion Wealth
Texas
$412K +$3.19K +8 +0.9%
LCWP
1318
Legacy Capital Wealth Partners
Arkansas
$411K +$368K +923 New
FWP
1319
FAS Wealth Partners
Kansas
$410K +$16.3K +41 +5%
OL
1320
OneFund LLC
Florida
$409K +$2.39K +6 +0.7%
WMWM
1321
Whitaker-Myers Wealth Managers
Ohio
$407K +$21.5K +54 +6%
WAS
1322
WESPAC Advisors SoCal
California
$406K – – –
VA
1323
Valmark Advisers
Ohio
$404K +$21.9K +55 +6%
PFG
1324
Prosperity Financial Group
California
$403K +$31.9K +80 +10%
FEG
1325
Financial Enhancement Group
Indiana
$403K +$356K +893 New
51 52
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