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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
USB
1526
Union Savings Bank
Connecticut
$439K +$185K +423 +62%
OL
1527
Optas LLC
Texas
$437K -$392K -898 -45%
RF
1528
RHS Financial
California
$437K +$45K +103 +10%
CWWM
1529
Clear Wave Wealth Management
New Jersey
$436K -$28K -64 -6%
FP
1530
Financial Perspectives
Minnesota
$434K – – –
BWA
1531
Basecamp Wealth Advisors
Washington
$433K +$7.43K +17 +2%
SCM
1532
Sandler Capital Management
New York
$430K +$472K +1,081 New
FWI
1533
Facet Wealth Inc
Maryland
$429K -$100K -230 -18%
PNAA
1534
Pictet North America Advisors
Switzerland
$429K +$14K +32 +3%
A
1535
Argentarii
Ohio
$429K +$29.7K +68 +7%
CPC
1536
Congress Park Capital
New York
$429K +$10.9K +25 +2%
EV
1537
EJMK Ventures
Illinois
$427K +$469K +1,074 New
IIL
1538
Income Insurance Ltd
$426K – – –
HW
1539
Hamilton Wealth
California
$425K +$467K +1,069 New
WSFS
1540
Wilmington Savings Fund Society
Delaware
$424K -$20.1K -46 -4%
WAOTB
1541
Wealth Advisors of Tampa Bay
Florida
$422K -$32.8K -75 -7%
MCM
1542
Militia Capital Management
Texas
$422K +$61.2K +140 +15%
ZIC
1543
ZWJ Investment Counsel
Georgia
$419K -$4.81K -11 -1%
1W
1544
1776 Wealth
Georgia
$418K +$21.8K +50 +5%
MS
1545
Madden Securities
Texas
$418K -$1.74M -3,990 -79%
DWM
1546
Drive Wealth Management
Utah
$417K -$30.1K -69 -6%
FWCM
1547
Ferguson Wellman Capital Management
Oregon
$416K +$11.4K +26 +3%
BWP
1548
BSW Wealth Partners
Colorado
$413K -$44.6K -102 -9%
AIA
1549
AIMZ Investment Advisors
California
$412K – – –
DSC
1550
Daytona Street Capital
Missouri
$412K +$453K +1,036 New
60 61
62
63 64