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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PEA
1451
Park Edge Advisors
Ohio
$721K -$709K -1,332 -51%
UWPG
1452
Ullmann Wealth Partners Group
Florida
$718K -$1.6K -3 -0.2%
CF
1453
Claris Financial
Virginia
$714K +$13.3K +25 +2%
ALAM
1454
Asahi Life Asset Management
Japan
$713K -$83.6K -157 -11%
VCM
1455
Versant Capital Management
Arizona
$712K -$51.1K -96 -7%
ACG
1456
Allen Capital Group
Nebraska
$710K +$88.4K +166 +15%
JSC
1457
Jackson Square Capital
California
$708K +$19.2K +36 +3%
KFA
1458
Kapstone Financial Advisors
Ohio
$707K – – –
NAS
1459
Nicolet Advisory Services
Wisconsin
$706K +$20.8K +39 +3%
IAG
1460
Investmark Advisory Group
Connecticut
$703K – – –
FBFS
1461
First Business Financial Services
Wisconsin
$702K -$5.86K -11 -0.9%
KA
1462
Klingman & Associates
New York
$692K +$37.8K +71 +6%
TC
1463
Trust Company
Kansas
$686K – – –
MWP
1464
Meriwether Wealth & Planning
Louisiana
$681K -$532 -1 -0.1%
PCI
1465
Planning Center Inc
Illinois
$680K – – –
CM
1466
Castleark Management
Illinois
$680K – – –
IP
1467
Investment Partners
Ohio
$678K +$28.7K +54 +5%
GTAM
1468
Global Trust Asset Management
Florida
$675K +$167K +314 +36%
7WCP
1469
71 West Capital Partners
Massachusetts
$675K +$634K +1,191 New
YC
1470
Yarbrough Capital
Tennessee
$674K – – –
TAFW
1471
Tred Avon Family Wealth
Maryland
$673K +$633K +1,189 New
PFBT
1472
Parkside Financial Bank & Trust
Missouri
$665K +$45.3K +85 +8%
OFP
1473
OLIO Financial Planning
Virginia
$665K – – –
SCP
1474
Sivia Capital Partners
California
$665K +$190K +357 +44%
CWM
1475
Centurion Wealth Management
Virginia
$665K +$57K +107 +10%
57 58
59
60 61