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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1526
Connecticut Wealth Management
Connecticut
$448K +$3.5K +8 +0.7%
EWM
1527
Empirical Wealth Management
Washington
$446K -$116K -266 -19%
HA
1528
Huntleigh Advisors
Missouri
$444K – – –
VWA
1529
Visionary Wealth Advisors
Illinois
$443K -$16.6K -38 -3%
JMFC
1530
J.M. Forbes & Co
Massachusetts
$442K – – –
PJSIMP
1531
P.J. Schmidt Investment Management (PJS)
Wisconsin
$442K -$153K -351 -24%
ACM
1532
Aspen Capital Management
Idaho
$442K – – –
TP
1533
Tranquility Partners
Tennessee
$441K +$232K +531 +92%
MW
1534
Marble Wealth
Alabama
$440K – – –
IAS
1535
Integrity Advisory Solutions
Texas
$439K +$55.9K +128 +13%
USB
1536
Union Savings Bank
Connecticut
$439K +$185K +423 +62%
OL
1537
Optas LLC
Texas
$437K -$392K -898 -45%
RF
1538
RHS Financial
California
$437K +$45K +103 +10%
CWWM
1539
Clear Wave Wealth Management
New Jersey
$436K -$28K -64 -6%
FP
1540
Financial Perspectives
Minnesota
$434K – – –
BWA
1541
Basecamp Wealth Advisors
Washington
$433K +$7.43K +17 +2%
SCM
1542
Sandler Capital Management
New York
$430K +$472K +1,081 New
FWI
1543
Facet Wealth Inc
Maryland
$429K -$100K -230 -18%
PNAA
1544
Pictet North America Advisors
Switzerland
$429K +$14K +32 +3%
A
1545
Argentarii
Ohio
$429K +$29.7K +68 +7%
CPC
1546
Congress Park Capital
New York
$429K +$10.9K +25 +2%
EV
1547
EJMK Ventures
Illinois
$427K +$469K +1,074 New
IIL
1548
Income Insurance Ltd
$426K – – –
HW
1549
Hamilton Wealth
California
$425K +$467K +1,069 New
WSFS
1550
Wilmington Savings Fund Society
Delaware
$424K -$20.1K -46 -4%
60 61
62
63 64