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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WMWM
1351
Whitaker-Myers Wealth Managers
Ohio
$474K +$23.7K +51 +6%
SW
1352
StrongBox Wealth
Missouri
$474K +$35.4K +76 +9%
APP
1353
Avantax Planning Partners
Iowa
$473K -$514K -1,103 -53%
MAG
1354
MRA Advisory Group
New Jersey
$471K +$99.6K +214 +29%
PTC
1355
Private Trust Company
Ohio
$471K +$226K +486 +103%
OCM
1356
Objective Capital Management
Ohio
$467K +$443K +951 New
LWA
1357
Ledgewood Wealth Advisors
New Hampshire
$467K +$23.3K +50 +6%
WRM
1358
Weybosset Research & Management
Rhode Island
$465K – – –
SIMG
1359
Sonora Investment Management Group
Arizona
$462K +$30.3K +65 +7%
MAG
1360
Mokosak Advisory Group
Iowa
$462K – – –
CSI
1361
Cross Staff Investments
New York
$460K – – –
VA
1362
Valmark Advisers
Ohio
$459K +$12.1K +26 +3%
AW
1363
Avion Wealth
Texas
$459K +$3.26K +7 +0.8%
SN
1364
Sittner & Nelson
Oregon
$459K -$11.6K -25 -3%
OL
1365
OneFund LLC
Florida
$456K +$4.66K +10 +1%
DP
1366
Dearborn Partners
Illinois
$455K – – –
FWP
1367
FAS Wealth Partners
Kansas
$452K – – –
PFG
1368
Prosperity Financial Group
California
$451K +$5.12K +11 +1%
CWM
1369
Centurion Wealth Management
Virginia
$449K +$426K +914 New
TSW
1370
Three Seasons Wealth
Utah
$446K +$423K +908 New
VWA
1371
Visionary Wealth Advisors
Illinois
$444K -$77.3K -166 -16%
RSWM
1372
Robertson Stephens Wealth Management
California
$444K +$26.5K +57 +7%
NAMP
1373
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$442K – – –
CFM
1374
Catalyst Funds Management
Australia
$442K +$419K +900 New
PPWM
1375
Paragon Private Wealth Management
Kentucky
$442K +$65.2K +140 +18%
53 54
55
56 57