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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1351
EverSource Wealth Advisors
Alabama
$325K +$8.31K +22 +3%
MBT
1352
Montecito Bank & Trust
California
$324K +$307K +813 New
VPP
1353
Vertex Planning Partners
Illinois
$322K -$1.51K -4 -0.5%
FI
1354
Financial Insights
Washington
$322K – – –
PWA
1355
Physician Wealth Advisors
Utah
$321K – – –
MFA
1356
Mayflower Financial Advisors
Massachusetts
$321K +$15.1K +40 +5%
KHCM
1357
Kirtland Hills Capital Management
Ohio
$320K +$316K +837 New
ACM
1358
Arcataur Capital Management
Wisconsin
$320K – – –
OHWP
1359
Oak Harbor Wealth Partners
North Carolina
$320K – – –
PMG
1360
ProVise Management Group
Florida
$320K – – –
AL
1361
Arnhold LLC
New York
$319K – – –
HKIMG
1362
Hutchens & Kramer Investment Management Group
Indiana
$318K +$61.2K +162 +25%
CP
1363
Canopy Partners
Ohio
$317K +$71.4K +189 +31%
RA
1364
Riversedge Advisors
Delaware
$314K +$15.5K +41 +6%
JAG
1365
Journey Advisory Group
Kentucky
$312K -$89.6K -237 -23%
CC
1366
Centiva Capital
New York
$312K -$42.3K -112 -13%
MC
1367
Middleton & Co
Massachusetts
$312K – – –
WP
1368
WealthPLAN Partners
Nebraska
$312K – – –
VCP
1369
Verus Capital Partners
Arizona
$312K -$26.5K -70 -8%
TLP
1370
Trinity Legacy Partners
Texas
$310K -$105K -277 -26%
MIC
1371
Maxi Investments CY
Cyprus
$310K +$294K +778 New
MWM
1372
Modern Wealth Management
Kansas
$307K +$291K +770 New
VF
1373
Vest Financial
Virginia
$307K +$291K +770 New
GWM
1374
Geneos Wealth Management
Colorado
$306K -$82K -217 -22%
SWP
1375
Semus Wealth Partners
Florida
$306K +$378 +1 +0.1%
53 54
55
56 57