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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
1576
Fiduciary Family Office
Florida
$365K +$365K +700 New
HIM
1577
Hillsdale Investment Management
Ontario, Canada
$365K +$104K +200 +40%
WA
1578
WPG Advisers
Maryland
$365K +$364K +699 New
EWM
1579
Evermay Wealth Management
Virginia
$362K +$139K +266 +62%
ALAM
1580
Asahi Life Asset Management
Japan
$360K +$359K +690 New
CBT
1581
Crews Bank & Trust
Florida
$360K +$359K +690 New
BWM
1582
Baron Wealth Management
Michigan
$360K +$3.13K +6 +0.9%
VCM
1583
Versant Capital Management
Arizona
$359K +$77.1K +148 +27%
FFA
1584
Fragasso Financial Advisors
Pennsylvania
$359K +$10.4K +20 +3%
GBT
1585
Grove Bank & Trust
Florida
$358K -$19.8K -38 -5%
AHC
1586
Adell Harriman & Carpenter
Texas
$356K +$1.04K +2 +0.3%
CWS
1587
Confluence Wealth Services
Pennsylvania
$356K -$45.8K -88 -13%
PFG
1588
Putney Financial Group
California
$356K +$355K +682 New
BFA
1589
Beaumont Financial Advisors
Massachusetts
$354K +$72.9K +140 +26%
BB
1590
Burford Brothers
Texas
$353K – – –
VCM
1591
Viewpoint Capital Management
Washington
$352K – – –
HBW
1592
Hazlett, Burt & Watson
West Virginia
$352K +$164K +315 +87%
WI
1593
WrapManager Inc
California
$350K -$25K -48 -7%
SW
1594
SMART Wealth
Nebraska
$349K +$41.1K +79 +13%
DAC
1595
Dividend Assets Capital
South Carolina
$349K – – –
SHWM
1596
Smith & Howard Wealth Management
Georgia
$348K – – –
TAM
1597
Trillium Asset Management
Massachusetts
$348K -$20.8K -40 -6%
SW
1598
Simplicity Wealth
New Jersey
$347K -$264K -506 -43%
AG
1599
AlTi Global
New York
$346K +$88.5K +170 +37%
MFA
1600
Morling Financial Advisors
California
$344K +$20.8K +40 +6%
62 63
64
65 66