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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1451
Meriwether Wealth & Planning
Louisiana
$622K +$63.8K +122 +12%
AAS
1452
Ameritas Advisory Services
Nebraska
$622K -$303K -580 -34%
DCM
1453
Driehaus Capital Management
Illinois
$622K -$136K -261 -19%
CH
1454
Cromwell Holdings
Wyoming
$622K – – –
SPC
1455
Spirepoint Private Client
Florida
$621K – – –
WMWM
1456
Whitaker-Myers Wealth Managers
Ohio
$620K +$597K +1,141 New
CSIC
1457
Clifford Swan Investment Counsel
California
$619K -$38.2K -73 -6%
TA
1458
TrueWealth Advisors
Alabama
$618K +$30.9K +59 +5%
ICP
1459
Interchange Capital Partners
Pennsylvania
$618K +$31.4K +60 +6%
IBOK
1460
Independence Bank of Kentucky
Kentucky
$616K +$93.6K +179 +19%
LTI
1461
Laffer Tengler Investments
Tennessee
$611K +$261K +500 +80%
AWAU
1462
Alliance Wealth Advisors (Utah)
Utah
$611K +$151K +289 +35%
LWM
1463
LJI Wealth Management
Indiana
$610K -$27.7K -53 -5%
KFA
1464
Kapstone Financial Advisors
Ohio
$610K – – –
JMFC
1465
J.M. Forbes & Co
Massachusetts
$609K – – –
CW
1466
Channel Wealth
California
$608K -$1.57K -3 -0.3%
ACM
1467
Aspen Capital Management
Idaho
$605K +$6.8K +13 +1%
FMN
1468
Financial Management Network
California
$604K +$1.57K +3 +0.3%
SCM
1469
SCS Capital Management
Massachusetts
$604K +$31.4K +60 +6%
SOS
1470
Silver Oak Securities
Tennessee
$603K -$516K -987 -47%
OCM
1471
One Capital Management
California
$603K -$47.6K -91 -8%
PPW
1472
Parcion Private Wealth
Washington
$601K -$76.3K -146 -12%
BHCM
1473
Brevan Howard Capital Management
Jersey
$600K +$577K +1,104 New
BFG
1474
Beacon Financial Group
Texas
$597K +$19.9K +38 +4%
WGC
1475
Watts Gwilliam & Co
Arizona
$596K +$715K +1,368 New
57 58
59
60 61