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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1551
Physician Wealth Advisors
Utah
– -$225K -695 Closed
KIG
1552
Kowal Investment Group
Wisconsin
– -$242K -673 Closed
LNWTC
1553
Laird Norton Wetherby Trust Company
Washington
– -$241K -671 Closed
EPWM
1554
Essex Private Wealth Management
Massachusetts
– -$237K -660 Closed
MAG
1555
Mokosak Advisory Group
Iowa
– -$235K -654 Closed
SP
1556
Successful Portfolios
Florida
– -$235K -653 Closed
LA
1557
Latitude Advisors
Florida
– -$233K -648 Closed
OC
1558
Oarsman Capital
Wisconsin
– -$232K -646 Closed
RWA
1559
Redhawk Wealth Advisors
Minnesota
– -$232K -645 Closed
BDF
1560
Balasa Dinverno & Foltz
– -$231K -644 Closed
TCPWM
1561
Traverso Chambers Private Wealth Management
California
– -$230K -639 Closed
RGC
1562
Roberts, Glore & Co
Illinois
– -$229K -636 Closed
ASFA
1563
All Season Financial Advisors
Colorado
– -$223K -620 Closed
HPWM
1564
Highland Private Wealth Management
Washington
– -$222K -617 Closed
MCWA
1565
Meadow Creek Wealth Advisors
Georgia
– -$221K -614 Closed
OWA
1566
Opal Wealth Advisors
New York
– -$219K -610 Closed
GAG
1567
GM Advisory Group
New York
– -$217K -603 Closed
AL
1568
Arnhold LLC
New York
– -$216K -600 Closed
CICI
1569
Capital Investment Counsel Inc
North Carolina
– -$216K -600 Closed
DLG
1570
Daniel L. Goodwin
– -$216K -600 Closed
PAIM
1571
Punch & Associates Investment Management
Minnesota
– -$216K -600 Closed
VFG
1572
V2 Financial group
Illinois
– -$216K -600 Closed
1WM
1573
1900 Wealth Management
Texas
– -$214K -597 Closed
CG
1574
Corundum Group
Colorado
– -$211K -586 Closed
RP
1575
Rice Partnership
Hawaii
– -$210K -585 Closed
61 62
63
64 65