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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1476
West Paces Advisors
Georgia
$237K -$24.9K -66 -10%
A
1477
AJOVista
Massachusetts
$237K – – –
C
1478
Covestor
United Kingdom
$236K -$10.6K -28 -5%
CC
1479
Callan Capital
California
$236K +$223K +591 New
WFI
1480
West Family Investments
California
$236K +$223K +591 New
WC
1481
Whitney & Co
New York
$236K +$223K +591 New
LIM
1482
Letson Investment Management
Georgia
$235K +$222K +588 New
BEW
1483
Burton Enright Welch
California
$234K +$222K +587 New
SLC
1484
Second Line Capital
Louisiana
$233K +$221K +585 New
BWA
1485
Bordeaux Wealth Advisors
California
$233K +$220K +583 New
RB
1486
Renasant Bank
Mississippi
$231K -$9.82K -26 -4%
SCM
1487
Schnieders Capital Management
California
$231K +$219K +579 New
CFG
1488
Cooper Financial Group
California
$230K +$218K +576 New
WMP
1489
Wealth Management Partners
Arizona
$229K +$217K +574 New
RA
1490
Riverstone Advisors
Texas
$227K -$328K -867 -60%
FIA
1491
Foundations Investment Advisors
Arizona
$226K +$214K +566 New
SGCA
1492
Steel Grove Capital Advisors
Tennessee
$223K +$211K +559 New
JMFC
1493
J.M. Forbes & Co
Massachusetts
$221K +$210K +555 New
OL
1494
Optas LLC
Texas
$220K +$209K +552 New
HIIFS
1495
Harel Insurance Investments & Financial Services
Israel
$219K -$144K -380 -41%
FFA
1496
Fragasso Financial Advisors
Pennsylvania
$218K +$207K +547 New
PB
1497
Pinnacle Bancorp
Nebraska
$217K -$5.29K -14 -3%
RP
1498
Rice Partnership
Hawaii
$217K +$205K +543 New
WKWM
1499
Walter & Keenan Wealth Management
Indiana
$217K +$205K +543 New
NWM
1500
Northwest Wealth Management
Iowa
$216K +$204K +541 New
58 59
60
61 62