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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1526
Valmark Advisers
Ohio
$537K +$3.66K +7 +0.7%
EPIME
1527
Evelyn Partners Investment Management (Europe)
$536K – – –
PCS
1528
Personal CFO Solutions
New Jersey
$536K -$129K -246 -20%
AW
1529
Avion Wealth
Texas
$534K +$11.5K +22 +2%
VCP
1530
Verus Capital Partners
Arizona
$534K -$17.8K -34 -3%
RF
1531
RHS Financial
California
$533K -$84.2K -161 -14%
AIM
1532
Acropolis Investment Management
Missouri
$533K -$3.14K -6 -0.6%
TSWM
1533
Triangle Securities Wealth Management
North Carolina
$533K – – –
RPC
1534
Rossmore Private Capital
Connecticut
$531K -$52.8K -101 -9%
LFAS
1535
Level Four Advisory Services
Texas
$530K +$61.2K +117 +14%
SCM
1536
Schnieders Capital Management
California
$529K +$140K +268 +38%
CWM
1537
Centurion Wealth Management
Virginia
$528K -$2.09K -4 -0.4%
AWM
1538
Ariadne Wealth Management
California
$528K -$49.7K -95 -8%
PWS
1539
Proactive Wealth Strategies
Georgia
$525K +$26.1K +50 +5%
CMS
1540
Capital Market Strategies
Florida
$524K -$46.5K -89 -8%
VCM
1541
Versant Capital Management
Arizona
$522K -$121K -232 -19%
AV
1542
Alamea Verwaltungs
New Jersey
$521K +$7.32K +14 +1%
PSP
1543
Principal Street Partners
Tennessee
$521K +$248K +474 +98%
BCA
1544
Bay Capital Advisors
Virginia
$520K -$43.4K -83 -8%
PFBT
1545
Parkside Financial Bank & Trust
Missouri
$519K +$54.9K +105 +12%
KWM
1546
KFG Wealth Management
Indiana
$519K +$5.23K +10 +1%
LWA
1547
Ledgewood Wealth Advisors
New Hampshire
$516K – – –
SGCA
1548
Steel Grove Capital Advisors
Tennessee
$516K +$497K +950 New
GB
1549
Goepper Burkhardt
South Carolina
$512K – – –
DP
1550
Dearborn Partners
Illinois
$510K +$5.75K +11 +1%
60 61
62
63 64