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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1551
Vigilare Wealth Management
Arizona
$385K – – –
UIA
1552
Ulland Investment Advisors
Minnesota
$385K – – –
VDI
1553
Vaughan David Investments
Illinois
$383K – – –
TW
1554
Traveka Wealth
California
$382K +$13K +25 +4%
TPWA
1555
TRUE Private Wealth Advisors
Oregon
$382K -$5.21K -10 -1%
MCWS
1556
McKinley Carter Wealth Services
West Virginia
$382K -$5.73K -11 -1%
RA
1557
Riverstone Advisors
Texas
$381K – – –
SMA
1558
Seven Mile Advisory
New Jersey
$381K +$1.56K +3 +0.4%
ML
1559
McAdam LLC
Pennsylvania
$380K +$141K +270 +59%
MFG
1560
Magnus Financial Group
New York
$378K -$521 -1 -0.1%
SB
1561
Sunflower Bank
Texas
$378K +$13K +25 +4%
OCM
1562
Objective Capital Management
Ohio
$377K -$119K -228 -24%
AT
1563
Avalon Trust
New Mexico
$376K +$86.5K +166 +30%
DF
1564
Dunhill Financial
United Kingdom
$376K +$7.81K +15 +2%
FFA
1565
Fortune Financial Advisors
Kansas
$375K – – –
MAWA
1566
Moss Adams Wealth Advisors
Washington
$374K +$46.9K +90 +14%
DWM
1567
Destination Wealth Management
California
$374K -$27.6K -53 -7%
BWS
1568
Buck Wealth Strategies
Colorado
$372K +$6.77K +13 +2%
RPWA
1569
Regent Peak Wealth Advisors
Georgia
$371K +$5.21K +10 +1%
CHP
1570
Cable Hill Partners
Oregon
$371K +$26.6K +51 +8%
SCM
1571
Schnieders Capital Management
California
$368K -$8.33K -16 -2%
KWM
1572
Kolinsky Wealth Management
New Jersey
$367K -$88.5K -170 -19%
GDP
1573
Great Diamond Partners
Maine
$366K -$2.6K -5 -0.7%
AWA
1574
AGH Wealth Advisors
Kansas
$365K +$365K +700 New
NHFG
1575
New Harbor Financial Group
Massachusetts
$365K -$6.77K -13 -2%
61 62
63
64 65