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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1526
Seeds Investor
New York
$302K +$41.4K +89 +17%
SFC
1527
Strategic Financial Concepts
Texas
$302K +$278K +597 +3,317%
SFCL
1528
Strengthening Families & Communities LLC
Massachusetts
$301K – – –
MBT
1529
Montecito Bank & Trust
California
$301K – – –
SIG
1530
Sargent Investment Group
Maryland
$299K +$3.72K +8 +1%
CWC
1531
Carolinas Wealth Consulting
North Carolina
$297K -$33.5K -72 -11%
BI
1532
Beckerman Institutional
New Jersey
$297K +$281K +604 New
SCA
1533
Southern Capital Advisors
Tennessee
$295K – – –
VFG
1534
V2 Financial group
Illinois
$295K – – –
CM
1535
Capula Management
Cayman Islands
$294K +$279K +599 New
ST
1536
Smithfield Trust
Pennsylvania
$294K +$6.98K +15 +3%
VC
1537
Veracity Capital
Georgia
$294K +$16.8K +36 +6%
FFM
1538
Fullerton Fund Management
Singapore
$293K +$278K +597 New
WPA
1539
West Paces Advisors
Georgia
$292K – – –
EL
1540
EWA LLC
Pennsylvania
$291K +$25.1K +54 +11%
WC
1541
Whitney & Co
New York
$290K – – –
FIA
1542
Foundations Investment Advisors
Arizona
$290K +$21.4K +46 +8%
SW
1543
SMART Wealth
Nebraska
$290K +$275K +590 New
C
1544
Covestor
United Kingdom
$289K -$1.4K -3 -0.5%
LIM
1545
Letson Investment Management
Georgia
$289K – – –
BEW
1546
Burton Enright Welch
California
$288K – – –
MFIM
1547
Mesirow Financial Investment Management
Illinois
$287K +$2.79K +6 +1%
PFT
1548
Providence First Trust
Arizona
$287K +$272K +585 New
BPAMU
1549
BTG Pactual Asset Management US
New York
$287K +$184K +395 New
EGWAG
1550
Elwood & Goetz Wealth Advisory Group
Georgia
$285K +$270K +580 New
60 61
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