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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1376
Kapstone Financial Advisors
Ohio
$558K +$60.5K +126 +11%
KNW
1377
Kesler Norman & Wride
Utah
$558K -$455K -949 -47%
IP
1378
Ignite Planners
California
$557K +$6.24K +13 +1%
IAG
1379
Investmark Advisory Group
Connecticut
$555K – – –
CF
1380
Claris Financial
Virginia
$552K +$37.9K +79 +7%
MA
1381
MJP Associates
Connecticut
$547K +$33.6K +70 +6%
VCA
1382
Verdence Capital Advisors
Maryland
$547K +$37K +77 +8%
SPC
1383
Spirepoint Private Client
Florida
$547K +$38.4K +80 +7%
CP
1384
Canopy Partners
Ohio
$546K -$480 -1 -0.1%
JSC
1385
Jackson Square Capital
California
$543K – – –
TC
1386
Trust Company
Kansas
$542K -$4.32K -9 -0.7%
BA
1387
Bridgewater Advisors
New York
$542K +$17.8K +37 +4%
PTC
1388
Private Trust Company
Ohio
$538K -$267K -556 -32%
MWP
1389
Meriwether Wealth & Planning
Louisiana
$538K +$28.3K +59 +5%
LFAS
1390
Level Four Advisory Services
Texas
$538K +$110K +229 +23%
PCI
1391
Planning Center Inc
Illinois
$537K – – –
CM
1392
Castleark Management
Illinois
$537K -$43.4M -90,499 -99%
SIA
1393
SGL Investment Advisors
Montana
$536K +$112K +233 +31%
PWS
1394
Peloton Wealth Strategists
Indiana
$535K +$96.5K +201 +20%
YC
1395
Yarbrough Capital
Tennessee
$532K – – –
AF
1396
Advisornet Financial
Minnesota
$531K -$40.3K -84 -7%
FC
1397
Financial Consulate
Maryland
$529K +$568K +1,183 New
AC
1398
AlphaCore Capital
California
$527K +$43.7K +91 +8%
NAS
1399
Nicolet Advisory Services
Wisconsin
$526K +$6.72K +14 +1%
OFP
1400
OLIO Financial Planning
Virginia
$525K – – –
54 55
56
57 58