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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1451
Ipswich Investment Management
Massachusetts
$469K – – –
CIA
1452
Cladis Investment Advisory
Montana
$467K +$501K +1,045 New
PAM
1453
Palisade Asset Management
Minnesota
$466K +$2.4K +5 +0.5%
BMWS
1454
Brady Martz Wealth Solutions
North Dakota
$466K +$8.16K +17 +2%
AWM
1455
Ameliora Wealth Management
Switzerland
$466K +$113K +235 +29%
FFA
1456
First Foundation Advisors
California
$465K +$116K +242 +30%
CIC
1457
Chilton Investment Company
Connecticut
$462K +$141K +293 +40%
CI
1458
Carroll Investors
South Carolina
$462K +$48.5K +101 +11%
BFG
1459
Beacon Financial Group
Texas
$462K -$32.2K -67 -6%
VWA
1460
Visionary Wealth Advisors
Illinois
$461K – – –
KA
1461
Kercheville Advisors
Texas
$461K -$79.2K -165 -14%
SAI
1462
Systematic Alpha Investments
New Jersey
$460K – – –
1W
1463
1776 Wealth
Georgia
$460K -$194K -405 -28%
SHGA
1464
Sand Hill Global Advisors
California
$459K +$493K +1,027 New
SIM
1465
Sentry Investment Management
Wisconsin
$459K -$373K -778 -43%
SA
1466
Sylvest Advisors
Texas
$456K -$96K -200 -16%
EA
1467
Everpar Advisors
Oklahoma
$454K -$120K -251 -20%
PCS
1468
Personal CFO Solutions
New Jersey
$454K +$13.9K +29 +3%
TCWM
1469
Total Clarity Wealth Management
Illinois
$453K -$31.2K -65 -6%
BWP
1470
BlueStem Wealth Partners
Minnesota
$453K -$960 -2 -0.2%
CSIC
1471
Clifford Swan Investment Counsel
California
$451K -$62.9K -131 -12%
AWE
1472
Avidian Wealth Enterprises
Texas
$451K -$960 -2 -0.2%
4WM
1473
44 Wealth Management
Oregon
$450K -$1.44K -3 -0.3%
SWA
1474
SFMG Wealth Advisors
Texas
$450K +$281K +586 +140%
SFO
1475
Stokes Family Office
Louisiana
$449K +$2.4K +5 +0.5%
57 58
59
60 61