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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1576
Howard Financial Services
Texas
$551K +$82.5K +155 +19%
AWA
1577
Argos Wealth Advisors
California
$551K +$518K +973 New
ILI
1578
Invesco LLC (Illinois)
Illinois
$550K – – –
FFA
1579
Fragasso Financial Advisors
Pennsylvania
$549K +$63.4K +119 +14%
MA
1580
Mutual Advisors
Nebraska
$547K +$40.5K +76 +9%
SIA
1581
Soltis Investment Advisors
Utah
$547K +$91.6K +172 +22%
BA
1582
Bridgewater Advisors
New York
$546K +$28.2K +53 +5%
CWL
1583
Causey Wealth LLC
Colorado
$545K +$165K +310 +47%
CWG
1584
Cornerstone Wealth Group
North Carolina
$545K +$109K +204 +27%
AG
1585
AmeriFlex Group
Nevada
$545K +$489K +918 +2,086%
PW
1586
Paladin Wealth
Minnesota
$545K +$512K +962 New
RFA
1587
Resurgent Financial Advisors
Georgia
$541K -$1.6K -3 -0.3%
FAG
1588
Fortitude Advisory Group
Washington
$541K -$19.7K -37 -4%
BCA
1589
Bay Capital Advisors
Virginia
$541K +$532 +1 +0.1%
FC
1590
Financial Consulate
Maryland
$540K -$122K -229 -19%
LWA
1591
Ledgewood Wealth Advisors
New Hampshire
$538K – – –
CBB
1592
Citizens Business Bank
California
$537K – – –
CSP
1593
Cary Street Partners
Virginia
$534K +$361K +679 +257%
GB
1594
Goepper Burkhardt
South Carolina
$534K – – –
AGA
1595
Accuvest Global Advisors
Utah
$532K +$500K +939 New
FFA
1596
Fortune Financial Advisors
Kansas
$531K -$9.58K -18 -2%
FWCM
1597
Ferguson Wellman Capital Management
Oregon
$531K – – –
CSI
1598
Cross Staff Investments
New York
$530K – – –
SCM
1599
SCS Capital Management
Massachusetts
$530K +$23.4K +44 +5%
AWM
1600
Aprio Wealth Management
Georgia
$527K +$211K +396 +74%
62 63
64
65 66