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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1351
Robertson Stephens Wealth Management
California
$376K +$47.4K +119 +16%
IBOK
1352
Independence Bank of Kentucky
Kentucky
$376K – – –
RFA
1353
Rollins Financial Advisors
New York
$375K – – –
HIC
1354
Holderness Investments Company
North Carolina
$374K – – –
MFA
1355
Mayflower Financial Advisors
Massachusetts
$373K +$13.9K +35 +4%
FWM
1356
Finer Wealth Management
Massachusetts
$372K – – –
VPP
1357
Vertex Planning Partners
Illinois
$364K +$4.38K +11 +1%
CIS
1358
Custom Index Systems
New York
$364K +$56.2K +141 +21%
JAM
1359
Jupiter Asset Management
United Kingdom
$364K +$326K +818 New
GIP
1360
Granite Investment Partners
California
$363K – – –
PWA
1361
Physician Wealth Advisors
Utah
$361K -$9.96K -25 -3%
FWM
1362
FFT Wealth Management
Pennsylvania
$361K -$106K -266 -25%
WI
1363
WrapManager Inc
California
$361K +$24.3K +61 +8%
BC
1364
Bridgefront Capital
Texas
$360K +$323K +810 New
VFA
1365
Values First Advisors
Tennessee
$360K +$78.5K +197 +32%
FI
1366
Financial Insights
Washington
$359K – – –
PWMA
1367
Pension & Wealth Management Advisors
Massachusetts
$357K +$21.1K +53 +7%
ACM
1368
Arcataur Capital Management
Wisconsin
$356K – – –
OHWP
1369
Oak Harbor Wealth Partners
North Carolina
$356K – – –
PMG
1370
ProVise Management Group
Florida
$356K – – –
AL
1371
Arnhold LLC
New York
$356K – – –
MWM
1372
Modern Wealth Management
Kansas
$355K +$11.6K +29 +4%
HFS
1373
Howard Financial Services
Texas
$355K -$21.5K -54 -6%
CP
1374
Canopy Partners
Ohio
$355K +$1.99K +5 +0.6%
RA
1375
Riversedge Advisors
Delaware
$355K +$5.18K +13 +2%
53 54
55
56 57