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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1476
Occidental Asset Management
California
$487K +$58.5K +134 +12%
CCA
1477
Childress Capital Advisors
Texas
$486K -$95.2K -218 -15%
BEC
1478
Blue Edge Capital
Virginia
$486K -$116K -266 -18%
TAM
1479
Townsend Asset Management
North Carolina
$485K +$70.8K +162 +15%
SPC
1480
Spirepoint Private Client
Florida
$483K +$2.62K +6 +0.5%
JRPIM
1481
Journey Retirement Planning & Investment Management
Idaho
$482K -$56.8K -130 -10%
BM
1482
Brandywine Managers
Delaware
$480K -$284K -650 -35%
LJAC
1483
L.J. Altfest & Co
New York
$480K +$146K +334 +38%
CC
1484
Copos Capital
$480K +$527K +1,207 New
MAMU
1485
Myriad Asset Management US
Florida
$480K +$528K +1,208 New
SFS
1486
Sharp Financial Services
Pennsylvania
$479K +$29.3K +67 +6%
PCI
1487
Planning Center Inc
Illinois
$478K +$437 +1 +0.1%
CM
1488
Castleark Management
Illinois
$477K – – –
EW
1489
Expressive Wealth
Illinois
$476K -$5.24K -12 -1%
CWMGP
1490
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$475K -$511K -1,169 -49%
SGI
1491
Summit Global Investments
Utah
$475K -$167K -382 -24%
PPW
1492
Parcion Private Wealth
Washington
$472K -$15.3K -35 -3%
RBC
1493
Romano Brothers & Co
Illinois
$471K -$3.5K -8 -0.7%
AMG
1494
Advisors Management Group
Wisconsin
$470K +$7.43K +17 +1%
QC
1495
Quent Capital
New York
$468K -$28.4K -65 -5%
AWM
1496
Atticus Wealth Management
Florida
$468K -$21.4K -49 -4%
OFP
1497
OLIO Financial Planning
Virginia
$467K – – –
KWM
1498
Kingsman Wealth Management
Florida
$467K -$572K -1,309 -53%
TAFW
1499
Tred Avon Family Wealth
Maryland
$464K -$1.31K -3 -0.3%
MW
1500
MBL Wealth
North Carolina
$462K +$70.8K +162 +16%
58 59
60
61 62