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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1526
Beaumont Financial Advisors
Massachusetts
$237K +$212K +532 New
EWA
1527
Exencial Wealth Advisors
Oklahoma
$234K -$2.79K -7 -1%
CCG
1528
Cypress Capital Group
Florida
$234K -$210K -528 -50%
SI
1529
Seeds Investor
New York
$234K +$209K +526 New
FFA
1530
Fi3 Financial Advisors
Indiana
$233K -$44.6K -112 -18%
HWA
1531
Heartwood Wealth Advisors
Virginia
$233K +$209K +524 New
HFP
1532
Holistic Financial Partners
Indiana
$233K +$1.59K +4 +0.8%
MAWA
1533
Moss Adams Wealth Advisors
Washington
$232K +$208K +522 New
MCM
1534
Mengis Capital Management
Oregon
$232K +$208K +521 New
WBC
1535
West Branch Capital
Massachusetts
$231K – – –
SMC
1536
Smith, Moore & Co
Missouri
$230K +$206K +516 New
PWLP
1537
Prio Wealth Limited Partnership
Massachusetts
$229K -$151K -379 -42%
CFS
1538
Commonwealth Financial Services
West Virginia
$228K +$205K +514 New
BIA
1539
Benchmark Investment Advisors
Illinois
$227K -$1.99K -5 -1%
WFMPM
1540
Woodley Farra Manion Portfolio Management
Indiana
$227K -$35.4K -89 -15%
CWM
1541
Cornerstone Wealth Management
Missouri
$227K – – –
AWM
1542
Abound Wealth Management
Tennessee
$227K -$797 -2 -0.4%
WRPWM
1543
Werba Rubin Papier Wealth Management
California
$226K +$202K +508 New
VWM
1544
Venturi Wealth Management
Texas
$226K +$62.1K +156 +44%
AOWM
1545
Alpha Omega Wealth Management
Virginia
$225K -$3.98K -10 -2%
SFP
1546
Sweet Financial Partners
Minnesota
$225K – – –
NW
1547
Naviter Wealth
Arkansas
$223K – – –
DWM
1548
Darwin Wealth Management
Florida
$223K +$200K +502 New
SG
1549
StoneX Group
New York
$223K +$200K +502 New
CCWM
1550
Correct Capital Wealth Management
Missouri
$222K – – –
60 61
62
63 64