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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1476
Valmark Advisers
Ohio
$471K -$17.2K -33 -4%
AWE
1477
Avidian Wealth Enterprises
Texas
$470K +$128K +245 +37%
FDS
1478
First Dallas Securities
Texas
$470K -$130K -250 -22%
NAMP
1479
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$470K – – –
DI
1480
Dalton Investments
Nevada
$470K +$469K +900 New
CIA
1481
Capital Investment Advisors
Georgia
$469K +$63K +121 +16%
SSWM
1482
Strait & Sound Wealth Management
California
$468K +$12K +23 +3%
LFAS
1483
Level Four Advisory Services
Texas
$467K +$71.9K +138 +18%
AGP
1484
Autumn Glory Partners
Texas
$465K -$492K -944 -51%
WAS
1485
WESPAC Advisors SoCal
California
$464K – – –
PWS
1486
Proactive Wealth Strategies
Georgia
$463K – – –
DFG
1487
Delta Financial Group
New Jersey
$462K +$1.04K +2 +0.2%
CG
1488
Clarus Group
Texas
$462K – – –
AWM
1489
Ariadne Wealth Management
California
$460K +$18.8K +36 +5%
FMTC
1490
Farmers & Merchants Trust Company
California
$456K – – –
CCMI
1491
Creative Capital Management Investments
California
$456K – – –
EMCIP
1492
Ewing Morris & Co Investment Partners
Ontario, Canada
$454K +$453K +870 New
GMA
1493
Glassy Mountain Advisors
Maryland
$453K – – –
AC
1494
ASB Consultores
Florida
$453K +$12.5K +24 +3%
RSWM
1495
Robertson Stephens Wealth Management
California
$451K -$20.3K -39 -4%
FWCM
1496
Ferguson Wellman Capital Management
Oregon
$451K +$7.29K +14 +2%
CA
1497
Callahan Advisors
Texas
$450K – – –
MEAC
1498
M.E. Allison & Co
Texas
$449K +$448K +860 New
FAT
1499
First American Trust
California
$448K +$176K +338 +65%
VPP
1500
Vertex Planning Partners
Illinois
$444K +$15.6K +30 +4%
58 59
60
61 62