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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LTI
1326
Laffer Tengler Investments
Tennessee
$211K – – –
LA
1327
LVW Advisors
New York
$210K -$84.4K -279 -31%
TCWM
1328
Total Clarity Wealth Management
Illinois
$210K +$185K +613 New
MAM
1329
Magellan Asset Management
Australia
$209K -$3.03K -10 -2%
TC
1330
Trust Company
Kansas
$209K – – –
GSEP
1331
Golden State Equity Partners
California
$209K +$185K +611 New
KFS
1332
Kaizen Financial Strategies
California
$209K +$182K +600 New
BFO
1333
Boston Family Office
Massachusetts
$208K +$184K +607 New
PB
1334
Pinnacle Bancorp
Nebraska
$207K -$18.5K -61 -9%
OC
1335
Oarsman Capital
Wisconsin
$207K +$183K +606 New
GCMG
1336
Gyroscope Capital Management Group
Florida
$205K -$121K -400 -40%
DLG
1337
Daniel L. Goodwin
$205K +$182K +600 New
LCM
1338
Lynwood Capital Management
Ontario, Canada
$205K +$182K +600 New
PAIM
1339
Punch & Associates Investment Management
Minnesota
$205K +$182K +600 New
VFG
1340
V2 Financial group
Illinois
$205K +$182K +600 New
RWP
1341
RWA Wealth Partners
Massachusetts
$204K -$191K -630 -51%
1WM
1342
1900 Wealth Management
Texas
$204K +$181K +597 New
WC
1343
Whitney & Co
New York
$204K +$181K +597 New
AGP
1344
Autumn Glory Partners
Texas
$203K +$180K +595 New
SA
1345
Strategic Advisors
New York
$202K +$179K +592 New
FFA
1346
Fragasso Financial Advisors
Pennsylvania
$201K +$178K +588 New
ICP
1347
Interchange Capital Partners
Pennsylvania
$201K +$178K +588 New
BEW
1348
Burton Enright Welch
California
$201K +$178K +587 New
FTWA
1349
Fifth Third Wealth Advisors
Ohio
$200K +$177K +585 New
ECM
1350
EMC Capital Management
Texas
$199K +$710K +2,348 +157%
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