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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1351
SWP Financial
California
$255K +$225K +756 New
TAM
1352
Trillium Asset Management
Massachusetts
$255K -$31K -104 -12%
TWM
1353
Thrive Wealth Management
Pennsylvania
$253K +$894 +3 +0.4%
MAG
1354
MRA Advisory Group
New Jersey
$252K +$222K +746 New
RA
1355
Riversedge Advisors
Delaware
$251K -$45.3K -152 -17%
SMWM
1356
Silvia McColl Wealth Management
California
$250K +$221K +742 New
UIA
1357
Ulland Investment Advisors
Minnesota
$249K -$34.6K -116 -14%
EVM
1358
Evelyn V. Moreno
$248K -$298 -1 -0.1%
FFA
1359
Fortune Financial Advisors
Kansas
$248K – – –
SC
1360
Saiph Capital
New Jersey
$247K +$219K +733 New
MCWS
1361
McKinley Carter Wealth Services
West Virginia
$247K -$71.5K -240 -25%
BAM
1362
Blueshift Asset Management
New Jersey
$247K -$43.5K -146 -17%
KLWA
1363
Kelly Lawrence W & Associates
California
$247K – – –
BWS
1364
Buck Wealth Strategies
Colorado
$246K – – –
VDI
1365
Vaughan David Investments
Illinois
$246K +$4.17K +14 +2%
BWP
1366
BSW Wealth Partners
Colorado
$246K +$217K +729 New
MWM
1367
Moran Wealth Management
Florida
$245K +$216K +726 New
SCP
1368
Sivia Capital Partners
California
$245K +$216K +726 New
BLC
1369
Brown, Lisle/Cummings
Rhode Island
$245K – – –
AFG
1370
Atomi Financial Group
New York
$245K +$216K +725 New
NG
1371
Norden Group
Utah
$244K +$5.66K +19 +3%
AF
1372
Advisornet Financial
Minnesota
$243K -$13.4K -45 -6%
RSWM
1373
Robertson Stephens Wealth Management
California
$242K +$213K +716 New
ACM
1374
Advance Capital Management
Michigan
$241K +$8.05K +27 +4%
RSS
1375
Rosenblum Silverman Sutton
California
$240K – – –
53 54
55
56 57