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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1476
V Wealth Advisors
Kansas
– -$250K -827 Closed
AWA
1477
Arkadios Wealth Advisors
Georgia
– -$249K -826 Closed
SHWM
1478
Smith & Howard Wealth Management
Georgia
– -$248K -822 Closed
MA
1479
Mutual Advisors
Nebraska
– -$245K -812 Closed
BOPW
1480
Brandywine Oak Private Wealth
Pennsylvania
– -$244K -811 Closed
KMWM
1481
Keudell/Morrison Wealth Management
Oregon
– -$245K -811 Closed
OHWP
1482
Oak Harbor Wealth Partners
North Carolina
– -$242K -801 Closed
SICM
1483
Sustainable Insight Capital Management
New York
– -$241K -799 Closed
WA
1484
Waverly Advisors
Alabama
– -$240K -796 Closed
MFG
1485
Magnus Financial Group
New York
– -$238K -790 Closed
HIC
1486
Holderness Investments Company
North Carolina
– -$238K -789 Closed
AWA
1487
Aaron Wealth Advisors
Illinois
– -$238K -788 Closed
RWP
1488
RWA Wealth Partners
Massachusetts
– -$238K -788 Closed
RBCM
1489
Raub Brock Capital Management
California
– -$235K -780 Closed
JSW
1490
Journey Strategic Wealth
New Jersey
– -$234K -778 Closed
GP
1491
Greenline Partners
New York
– -$234K -774 Closed
CIC
1492
Chilton Investment Company
Connecticut
– -$233K -772 Closed
BFC
1493
Blue Fin Capital
Rhode Island
– -$232K -770 Closed
DSAM
1494
Dock Street Asset Management
Florida
– -$232K -770 Closed
IP
1495
Investment Partners
Ohio
– -$232K -768 Closed
RIA
1496
Realta Investment Advisors
Delaware
– -$231K -766 Closed
SFS
1497
Strategic Financial Services
New York
– -$230K -764 Closed
BO
1498
BRR OpCo
Ohio
– -$230K -763 Closed
KA
1499
Kovack Advisors
Florida
– -$228K -756 Closed
LFA
1500
Legacy Financial Advisors
Kentucky
– -$228K -755 Closed
58 59
60
61 62