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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1326
Balboa Wealth Partners
Arizona
$657K -$404K -775 -38%
MC
1327
Moors & Cabot
Massachusetts
$656K +$50.5K +97 +8%
BTWM
1328
Baker Tilly Wealth Management
Wisconsin
$655K +$47.4K +91 +8%
FBFS
1329
First Business Financial Services
Wisconsin
$653K – – –
CA
1330
Claro Advisors
Massachusetts
$652K +$19.3K +37 +3%
CCA
1331
Coign Capital Advisors
Utah
$651K +$650K +1,248 New
IAG
1332
Investmark Advisory Group
Connecticut
$651K – – –
MFIM
1333
Mesirow Financial Investment Management
Illinois
$650K +$344K +661 +113%
PPW
1334
Parcion Private Wealth
Washington
$647K – – –
CMS
1335
Capital Market Strategies
Florida
$646K +$46.9K +90 +8%
AZ
1336
Alpha Zero
Florida
$644K +$643K +1,234 New
KFA
1337
Kapstone Financial Advisors
Ohio
$643K – – –
LFM
1338
LGT Fund Management
Liechtenstein
$642K +$120K +230 +23%
WP
1339
WMS Partners
Maryland
$640K +$401K +769 +168%
TC
1340
Trust Company
Kansas
$637K +$313K +600 +97%
WB
1341
WesBanco Bank
West Virginia
$635K +$9.9K +19 +2%
IP
1342
Ignite Planners
California
$632K +$4.69K +9 +0.8%
EWA
1343
EverSource Wealth Advisors
Alabama
$632K +$88.5K +170 +16%
PCI
1344
Planning Center Inc
Illinois
$627K -$8.33K -16 -1%
WWM
1345
Wolff Wiese Magana
California
$623K +$25.5K +49 +4%
EDRH
1346
Edmond de Rothschild Holding
Switzerland
$623K – – –
WLG
1347
Williamson Legacy Group
Indiana
$623K +$48.4K +93 +8%
YC
1348
Yarbrough Capital
Tennessee
$621K – – –
CSIC
1349
Clifford Swan Investment Counsel
California
$620K +$71.4K +137 +13%
VC
1350
Veery Capital
Delaware
$619K -$2.08K -4 -0.3%
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