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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1476
Limestone Investment Advisors
New York
$492K +$485K +1,110 +867%
OWM
1477
OneAscent Wealth Management
Alabama
$492K -$59K -135 -10%
MWP
1478
Meriwether Wealth & Planning
Louisiana
$491K -$874 -2 -0.2%
TIM
1479
Tevis Investment Management
Texas
$491K +$540K +1,235 New
EAM
1480
Empirical Asset Management
Massachusetts
$490K -$846K -1,936 -61%
CWS
1481
Confluence Wealth Services
Pennsylvania
$490K +$74.3K +170 +16%
CA
1482
Continuum Advisory
Idaho
$489K -$558K -1,277 -51%
KFA
1483
Kapstone Financial Advisors
Ohio
$489K -$7.86K -18 -1%
PFBT
1484
Parkside Financial Bank & Trust
Missouri
$487K +$10K +23 +2%
PW
1485
Paladin Wealth
Minnesota
$487K +$128K +293 +31%
OAM
1486
Occidental Asset Management
California
$487K +$58.5K +134 +12%
CCA
1487
Childress Capital Advisors
Texas
$486K -$95.2K -218 -15%
BEC
1488
Blue Edge Capital
Virginia
$486K -$116K -266 -18%
TAM
1489
Townsend Asset Management
North Carolina
$485K +$70.8K +162 +15%
SPC
1490
Spirepoint Private Client
Florida
$483K +$2.62K +6 +0.5%
JRPIM
1491
Journey Retirement Planning & Investment Management
Idaho
$482K -$56.8K -130 -10%
BM
1492
Brandywine Managers
Delaware
$480K -$284K -650 -35%
LJAC
1493
L.J. Altfest & Co
New York
$480K +$146K +334 +38%
CC
1494
Copos Capital
$480K +$527K +1,207 New
MAMU
1495
Myriad Asset Management US
Florida
$480K +$528K +1,208 New
SFS
1496
Sharp Financial Services
Pennsylvania
$479K +$29.3K +67 +6%
PCI
1497
Planning Center Inc
Illinois
$478K +$437 +1 +0.1%
CM
1498
Castleark Management
Illinois
$477K – – –
EW
1499
Expressive Wealth
Illinois
$476K -$5.24K -12 -1%
CWMGP
1500
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$475K -$511K -1,169 -49%
58 59
60
61 62