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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1551
FDx Advisors
Illinois
$284K -$6.05K -13 -2%
FI
1552
Finivi Inc
Massachusetts
$283K -$1.34M -2,876 -83%
JCM
1553
Jacobsen Capital Management
Utah
$281K +$17.7K +38 +7%
TSW
1554
Thompson Siegel & Walmsley
Virginia
$281K +$266K +572 New
EWA
1555
Exencial Wealth Advisors
Oklahoma
$279K +$20K +43 +8%
SWM
1556
Sugarloaf Wealth Management
Georgia
$279K +$15.8K +34 +6%
BCM
1557
Becker Capital Management
Oregon
$279K +$35.8K +77 +16%
PCMH
1558
Polymer Capital Management (HK)
Hong Kong
$277K +$263K +564 New
CWA
1559
Canvas Wealth Advisors
Kansas
$276K +$262K +562 New
NWWA
1560
New Wave Wealth Advisors
Arkansas
$276K -$37.7K -81 -13%
HOWA
1561
Heritage Oak Wealth Advisors
Florida
$276K +$261K +561 New
SLC
1562
Second Line Capital
Louisiana
$275K +$2.33K +5 +0.9%
RP
1563
Rice Partnership
Hawaii
$275K +$2.79K +6 +1%
ACG
1564
Allen Capital Group
Nebraska
$275K +$260K +559 New
HFP
1565
Holistic Financial Partners
Indiana
$274K +$16.3K +35 +7%
AT
1566
Avalon Trust
New Mexico
$273K -$23.3K -50 -8%
RZH
1567
Relyea Zuckerberg Hanson
Connecticut
$273K +$27.9K +60 +12%
AT
1568
Arlington Trust
Alabama
$272K – – –
BWA
1569
BlueChip Wealth Advisors
Georgia
$271K +$1.86K +4 +0.7%
SLG
1570
Stanley-Laman Group
Pennsylvania
$271K +$257K +551 New
GSWM
1571
Greenup Street Wealth Management
Michigan
$269K -$42.4K -91 -14%
WKWM
1572
Walter & Keenan Wealth Management
Indiana
$269K +$1.86K +4 +0.7%
NWM
1573
Northwest Wealth Management
Iowa
$268K – – –
PB
1574
Pinnacle Bancorp
Nebraska
$267K – – –
WRPWM
1575
Werba Rubin Papier Wealth Management
California
$266K +$15.4K +33 +6%
61 62
63
64 65