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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
1451
Stephens Investment Management Group
Texas
$285K +$7.97K +20 +3%
LS
1452
Livforsakringsbolaget Skandia
Sweden
$285K -$677K -1,700 -73%
SIG
1453
Spinnaker Investment Group
California
$285K +$5.97K +15 +2%
HTHT
1454
Hemenway Trust Hemenway Trust
New Hampshire
$284K -$1.99K -5 -0.8%
GSWM
1455
Greenup Street Wealth Management
Michigan
$284K +$254K +638 New
NWM
1456
Napa Wealth Management
California
$281K -$5.97K -15 -2%
SP
1457
Successful Portfolios
Florida
$281K – – –
TA
1458
TrueWealth Advisors
Alabama
$280K +$251K +630 New
CFG
1459
Cooper Financial Group
California
$280K +$21.1K +53 +9%
SCTC
1460
Sanibel Captiva Trust Company
Florida
$278K -$1.99K -5 -0.8%
SA
1461
Strategic Advisors
New York
$278K +$1.99K +5 +0.8%
AO
1462
Advisor OS
Illinois
$277K +$8.36K +21 +3%
PVI
1463
Pine Valley Investments
New Jersey
$277K -$79.7K -200 -24%
VNA
1464
Valley National Advisers
Pennsylvania
$276K +$56.2K +141 +29%
TSWM
1465
Tyler-Stone Wealth Management
Ohio
$276K – – –
LTI
1466
Laffer Tengler Investments
Tennessee
$275K – – –
AT
1467
Arden Trust
Delaware
$274K -$3.19K -8 -1%
MFA
1468
Morling Financial Advisors
California
$274K +$35K +88 +17%
SFCL
1469
Strengthening Families & Communities LLC
Massachusetts
$273K +$1.59K +4 +0.7%
EBA
1470
Eagle Bay Advisors
New York
$273K -$128K -321 -34%
FFA
1471
Fragasso Financial Advisors
Pennsylvania
$273K +$26.3K +66 +12%
AWE
1472
Avidian Wealth Enterprises
Texas
$273K +$244K +613 New
MBT
1473
Montecito Bank & Trust
California
$272K -$80.1K -201 -25%
FFA
1474
First Foundation Advisors
California
$272K -$40.2K -101 -14%
TC
1475
Trust Company
Kansas
$272K – – –
57 58
59
60 61