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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1501
Riverstone Advisors
Texas
$254K – – –
AG
1502
AlTi Global
New York
$251K -$110K -276 -33%
NCFG
1503
New Century Financial Group
New Jersey
$251K +$225K +565 New
VC
1504
Veracity Capital
Georgia
$250K -$19.1K -48 -8%
JMFC
1505
J.M. Forbes & Co
Massachusetts
$247K – – –
SLC
1506
Second Line Capital
Louisiana
$246K -$12.3K -31 -5%
AT
1507
Arlington Trust
Alabama
$246K +$39.8K +100 +22%
MWA
1508
Midland Wealth Advisors
Illinois
$246K +$221K +554 New
RP
1509
Rice Partnership
Hawaii
$246K +$3.98K +10 +2%
FAT
1510
First American Trust
California
$245K +$7.17K +18 +3%
IF
1511
Intrua Financial
Texas
$244K +$219K +549 New
ESB
1512
Essex Savings Bank
Connecticut
$244K +$219K +549 New
CFO
1513
CVA Family Office
Colorado
$244K +$14.7K +37 +7%
BWA
1514
BlueChip Wealth Advisors
Georgia
$244K +$218K +548 New
NWM
1515
Northwest Wealth Management
Iowa
$242K +$1.59K +4 +0.7%
FIA
1516
Foundations Investment Advisors
Arizona
$242K -$8.76K -22 -4%
PB
1517
Pinnacle Bancorp
Nebraska
$242K – – –
WKWM
1518
Walter & Keenan Wealth Management
Indiana
$242K – – –
WWS
1519
Wellington Wealth Strategies
Indiana
$241K +$215K +541 New
LC
1520
Lavaca Capital
Texas
$240K – – –
SG
1521
Somerset Group
Minnesota
$240K – – –
JCM
1522
Jacobsen Capital Management
Utah
$238K +$12.7K +32 +6%
DIP
1523
Davis Investment Partners
North Carolina
$238K +$213K +535 New
SWM
1524
Sugarloaf Wealth Management
Georgia
$238K – – –
HPM
1525
Hoxton Planning & Management
West Virginia
$238K +$9.96K +25 +5%
59 60
61
62 63