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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DG
1526
DMC Group
Alabama
$504K +$7.08K +14 +1%
FP
1527
Financial Perspectives
Minnesota
$503K – – –
OAM
1528
Occidental Asset Management
California
$502K -$126K -249 -19%
SGCA
1529
Steel Grove Capital Advisors
Tennessee
$501K -$20.7K -41 -4%
NWAG
1530
Net Worth Advisory Group
Utah
$501K -$19.2K -38 -3%
IIM
1531
Ipswich Investment Management
Massachusetts
$497K – – –
WI
1532
WrapManager Inc
California
$496K -$8.1K -16 -1%
SIA
1533
Soltis Investment Advisors
Utah
$496K +$56.7K +112 +12%
MSFS
1534
Main Street Financial Solutions
Pennsylvania
$494K -$142K -281 -21%
FNBOH
1535
First National Bank of Hutchinson
Kansas
$494K -$24.8K -49 -4%
BWA
1536
Basecamp Wealth Advisors
Washington
$494K -$12.6K -25 -2%
IIL
1537
Income Insurance Ltd
$494K – – –
SL
1538
Sentinus LLC
Illinois
$494K +$349K +690 +181%
VCM
1539
Versant Capital Management
Arizona
$491K -$96.6K -191 -15%
CJ
1540
Caitlin John
Michigan
$490K -$125K -247 -19%
ZIC
1541
ZWJ Investment Counsel
Georgia
$490K -$46K -91 -8%
KCP
1542
Kera Capital Partners
California
$490K +$13.2K +26 +3%
CWS
1543
Confluence Wealth Services
Pennsylvania
$490K +$255K +504 +90%
TAM
1544
Townsend Asset Management
North Carolina
$487K +$280K +553 +110%
LWM
1545
LJI Wealth Management
Indiana
$486K -$3.04K -6 -0.6%
CPC
1546
Congress Park Capital
New York
$486K +$126K +250 +31%
LRWM
1547
Lord & Richards Wealth Management
Colorado
$485K – – –
FMN
1548
Financial Management Network
California
$484K -$4.55K -9 -0.8%
VCP
1549
Verus Capital Partners
Arizona
$484K -$30.4K -60 -5%
BWP
1550
BlueStem Wealth Partners
Minnesota
$484K +$3.54K +7 +0.7%
60 61
62
63 64