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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1451
Magellan Asset Management
Australia
$254K +$9.45K +25 +4%
AC
1452
ASB Consultores
Florida
$254K +$241K +637 New
SP
1453
Successful Portfolios
Florida
$252K -$1.89K -5 -0.8%
SCTC
1454
Sanibel Captiva Trust Company
Florida
$251K +$3.78K +10 +2%
SIG
1455
Spinnaker Investment Group
California
$249K – – –
AT
1456
Arden Trust
Delaware
$249K -$5.29K -14 -2%
SIMG
1457
Stephens Investment Management Group
Texas
$248K +$26.8K +71 +13%
TSWM
1458
Tyler-Stone Wealth Management
Ohio
$247K – – –
SA
1459
Strategic Advisors
New York
$247K -$4.53K -12 -2%
UF
1460
Univest Financial
Pennsylvania
$247K +$234K +619 New
LTI
1461
Laffer Tengler Investments
Tennessee
$247K -$5.29K -14 -2%
SCA
1462
Southern Capital Advisors
Tennessee
$245K +$4.91K +13 +2%
TW
1463
Traveka Wealth
California
$245K +$232K +613 New
TC
1464
Trust Company
Kansas
$244K – – –
SMA
1465
Seven Mile Advisory
New Jersey
$244K +$3.02K +8 +1%
VFA
1466
Values First Advisors
Tennessee
$244K -$340K -900 -60%
VC
1467
Veracity Capital
Georgia
$243K +$230K +610 New
BBA
1468
BLB&B Advisors
Pennsylvania
$243K +$378 +1 +0.2%
SFCL
1469
Strengthening Families & Communities LLC
Massachusetts
$243K – – –
FFA
1470
Fi3 Financial Advisors
Indiana
$243K -$9.07K -24 -4%
AO
1471
Advisor OS
Illinois
$240K +$227K +602 New
ST
1472
Smithfield Trust
Pennsylvania
$240K +$5.29K +14 +2%
VFG
1473
V2 Financial group
Illinois
$239K – – –
WFMPM
1474
Woodley Farra Manion Portfolio Management
Indiana
$239K -$37.8K -100 -14%
MFIM
1475
Mesirow Financial Investment Management
Illinois
$239K +$226K +599 New
57 58
59
60 61