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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
VPP
1551
Vertex Planning Partners
Illinois
$444K +$24.9K +45 +5%
VCA
1552
Verdence Capital Advisors
Maryland
$443K -$14.4K -26 -3%
SCP
1553
Sivia Capital Partners
California
$443K +$34.3K +62 +7%
CG
1554
Clarus Group
Texas
$440K +$2.21K +4 +0.5%
CAM
1555
Creekmur Asset Management
Illinois
$440K -$442K -799 -47%
NFG
1556
Nations Financial Group
Iowa
$440K +$32.6K +59 +7%
MAWA
1557
Moss Adams Wealth Advisors
Washington
$438K +$92.4K +167 +23%
BWP
1558
BSW Wealth Partners
Colorado
$435K -$375K -678 -44%
GPW
1559
Gentry Private Wealth
Kansas
$434K +$484K +876 New
FMTC
1560
Farmers & Merchants Trust Company
California
$433K – – –
CCMI
1561
Creative Capital Management Investments
California
$432K – – –
HFS
1562
Howard Financial Services
Texas
$431K +$18.3K +33 +4%
GMA
1563
Glassy Mountain Advisors
Maryland
$430K – – –
SLG
1564
Stanley-Laman Group
Pennsylvania
$430K +$134K +243 +39%
RA
1565
Riversedge Advisors
Delaware
$429K +$9.95K +18 +2%
CA
1566
Callahan Advisors
Texas
$427K – – –
MEAC
1567
M.E. Allison & Co
Texas
$426K – – –
HI
1568
Humankind Investments
New York
$425K -$47K -85 -9%
LFAS
1569
Level Four Advisory Services
Texas
$425K -$19.9K -36 -4%
WWM
1570
Whalen Wealth Management
Nevada
$424K +$473K +856 New
BCM
1571
Bayesian Capital Management
New York
$422K -$2.93M -5,307 -86%
RB
1572
Renasant Bank
Mississippi
$422K -$74.1K -134 -14%
AG
1573
AmeriFlex Group
Nevada
$421K +$462K +836 +5,573%
PFBT
1574
Parkside Financial Bank & Trust
Missouri
$421K +$57K +103 +14%
WMA
1575
Wealth Management Associates
New Jersey
$420K -$553 -1 -0.1%
61 62
63
64 65