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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
1526
Financial Management Network
California
$603K -$17.6K -33 -3%
AA
1527
Apriem Advisors
California
$603K -$7.45K -14 -1%
WAOTB
1528
Wealth Advisors of Tampa Bay
Florida
$601K +$82.5K +155 +17%
LWM
1529
LJI Wealth Management
Indiana
$600K +$3.19K +6 +0.6%
SHGA
1530
Sand Hill Global Advisors
California
$599K +$16K +30 +3%
VWA
1531
Visionary Wealth Advisors
Illinois
$598K +$13.3K +25 +2%
XT
1532
XTX Topco
Cayman Islands
$598K -$1.36M -2,554 -71%
LRWM
1533
Lord & Richards Wealth Management
Colorado
$596K +$54.3K +102 +11%
TCWM
1534
Total Clarity Wealth Management
Illinois
$593K +$17.6K +33 +3%
EWM
1535
Evercore Wealth Management
New York
$592K -$7.99K -15 -1%
NS
1536
NBC Securities
Alabama
$591K +$402K +756 +263%
BWP
1537
BlueStem Wealth Partners
Minnesota
$590K +$15.4K +29 +3%
1W
1538
1776 Wealth
Georgia
$586K +$3.73K +7 +0.7%
PAM
1539
Palisade Asset Management
Minnesota
$585K -$4.79K -9 -0.9%
CI
1540
Carroll Investors
South Carolina
$585K – – –
SAI
1541
Systematic Alpha Investments
New Jersey
$583K – – –
AI
1542
Accredited Investors
Minnesota
$582K -$17K -32 -3%
MWM
1543
Mosley Wealth Management
California
$582K +$692K +1,299 New
SFS
1544
Sharp Financial Services
Pennsylvania
$582K -$68.7K -129 -11%
SIM
1545
Sentry Investment Management
Wisconsin
$581K – – –
GIM
1546
Goelzer Investment Management
Indiana
$579K -$32.5K -61 -6%
OL
1547
OneFund LLC
Florida
$579K +$32.5K +61 +6%
FIA
1548
Foundations Investment Advisors
Arizona
$578K -$902K -1,694 -62%
VFG
1549
V2 Financial group
Illinois
$578K +$224K +421 +70%
ACM
1550
ADAR1 Capital Management
Texas
$578K +$543K +1,020 New
60 61
62
63 64