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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1501
Lavaca Capital
Texas
$216K +$204K +540 New
SG
1502
Somerset Group
Minnesota
$216K +$204K +540 New
CIC
1503
Carnegie Investment Counsel
Ohio
$215K +$203K +538 New
SWM
1504
Sugarloaf Wealth Management
Georgia
$213K +$11K +29 +6%
EWA
1505
Exencial Wealth Advisors
Oklahoma
$213K +$201K +533 New
MMPW
1506
Mitchell McLeod Pugh & Williams
Alabama
$213K +$201K +533 New
FAT
1507
First American Trust
California
$213K +$201K +533 New
MFA
1508
Morling Financial Advisors
California
$210K +$199K +527 New
VT
1509
Vise Technologies
New York
$210K +$198K +525 New
WBC
1510
West Branch Capital
Massachusetts
$208K -$4.16K -11 -2%
HFP
1511
Holistic Financial Partners
Indiana
$207K +$196K +519 New
AOWM
1512
Alpha Omega Wealth Management
Virginia
$206K +$195K +516 New
BIA
1513
Benchmark Investment Advisors
Illinois
$206K +$195K +515 New
AWM
1514
Abound Wealth Management
Tennessee
$204K +$1.13K +3 +0.6%
CFO
1515
CVA Family Office
Colorado
$204K +$378 +1 +0.2%
CWM
1516
Cornerstone Wealth Management
Missouri
$204K +$193K +510 New
HPM
1517
Hoxton Planning & Management
West Virginia
$203K +$192K +509 New
KA
1518
Klingman & Associates
New York
$203K +$192K +508 New
SAW
1519
Signal Advisors Wealth
Michigan
$203K +$192K +508 New
PFM
1520
Patton Fund Management
Texas
$202K +$192K +507 New
SFP
1521
Sweet Financial Partners
Minnesota
$202K +$191K +506 New
MAC
1522
Mason & Associates (California)
California
$201K +$190K +504 New
JCM
1523
Jacobsen Capital Management
Utah
$201K +$190K +503 New
ET
1524
Entropy Technologies
New York
$200K -$405K -1,072 -68%
NW
1525
Naviter Wealth
Arkansas
$200K +$190K +502 New
59 60
61
62 63