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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1376
Claris Financial
Virginia
$585K +$584K +1,121 New
BWP
1377
Burling Wealth Partners
Illinois
$584K +$583K +1,119 New
PEA
1378
Park Edge Advisors
Ohio
$583K +$581K +1,116 New
PPWM
1379
Paragon Private Wealth Management
Kentucky
$581K +$112K +215 +24%
IP
1380
Investment Partners
Ohio
$580K +$5.21K +10 +0.9%
WPW
1381
Warther Private Wealth
Ohio
$572K +$3.65K +7 +0.6%
TWA
1382
TCI Wealth Advisors
Arizona
$571K +$4.69K +9 +0.8%
ZIC
1383
ZWJ Investment Counsel
Georgia
$571K – – –
CWP
1384
Concord Wealth Partners
Virginia
$570K -$46.9K -90 -8%
CIM
1385
Contravisory Investment Management
Massachusetts
$570K -$42.7K -82 -7%
FP
1386
Financial Perspectives
Minnesota
$569K – – –
BCA
1387
Bay Capital Advisors
Virginia
$568K +$567K +1,089 New
EW
1388
Evoke Wealth
California
$567K +$163K +313 +40%
I
1389
InceptionR
California
$567K +$566K +1,087 New
SFS
1390
Sharp Financial Services
Pennsylvania
$561K – – –
HWA
1391
HCR Wealth Advisors
California
$559K +$1.04K +2 +0.2%
4WM
1392
44 Wealth Management
Oregon
$558K +$3.13K +6 +0.6%
KA
1393
Kercheville Advisors
Texas
$558K +$112K +215 +25%
KNW
1394
Kesler Norman & Wride
Utah
$558K +$557K +1,069 New
FAG
1395
Fortitude Advisory Group
Washington
$555K – – –
OCM
1396
One Capital Management
California
$554K -$238K -456 -30%
BMWS
1397
Brady Martz Wealth Solutions
North Dakota
$554K +$535K +1,028 New
NGA
1398
Naples Global Advisors
Florida
$553K -$13K -25 -2%
CFG
1399
Cooper Financial Group
California
$553K +$105K +201 +23%
GSEP
1400
Golden State Equity Partners
California
$551K -$126K -242 -19%
54 55
56
57 58