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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
1326
Prio Wealth Limited Partnership
Massachusetts
– -$217K -795 Closed
EFS
1327
Essex Financial Services
Connecticut
– -$216K -792 Closed
CPC
1328
Cookson Peirce & Co
Pennsylvania
– -$214K -783 Closed
HIC
1329
Holderness Investments Company
North Carolina
– -$213K -780 Closed
MA
1330
MONECO Advisors
Connecticut
– -$211K -780 Closed
CWM
1331
Chesapeake Wealth Management
Virginia
– -$211K -777 Closed
RWP
1332
RWA Wealth Partners
Massachusetts
– -$212K -777 Closed
CA
1333
Calton & Associates
Florida
– -$212K -774 Closed
GP
1334
Greenline Partners
New York
– -$211K -774 Closed
AWA
1335
Aaron Wealth Advisors
Illinois
– -$206K -756 Closed
FA
1336
Fiducient Advisors
Illinois
– -$205K -750 Closed
HFS
1337
Howard Financial Services
Texas
– -$205K -750 Closed
RPWA
1338
Regent Peak Wealth Advisors
Georgia
– -$148K -543 Closed
WAM
1339
Wolverine Asset Management
Illinois
– -$116K -429 Closed
FCH
1340
Freestone Capital Holdings
Washington
– -$85.9K -315 Closed
HGWM
1341
Harvest Group Wealth Management
Massachusetts
– -$86K -315 Closed
SWA
1342
Safir Wealth Advisors
New Hampshire
– -$82K -300 Closed
CCA
1343
Childress Capital Advisors
Texas
– -$81K -297 Closed
IA
1344
Inspire Advisors
Idaho
– -$67K -243 Closed
CDIA
1345
Capital Directions Investment Advisors
Georgia
– -$38K -141 Closed
CWA
1346
Carolina Wealth Advisors
South Carolina
– -$37K -135 Closed
VCG
1347
Vantage Consulting Group
Virginia
– -$25K -93 Closed
SFP
1348
Sterling Financial Planning
New Jersey
– -$23K -84 Closed
BWA
1349
Burt Wealth Advisors
Maryland
– -$22K -81 Closed
CWAF
1350
Core Wealth Advisors (Florida)
Florida
– -$20K -75 Closed
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