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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1601
Essex Savings Bank
Connecticut
$344K +$64.1K +123 +23%
NCFG
1602
New Century Financial Group
New Jersey
$344K -$29.2K -56 -8%
SFGP
1603
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$343K +$343K +658 New
SEIA
1604
Signature Estate & Investment Advisors
California
$343K +$343K +658 New
KC
1605
Kades & Cheifetz
Pennsylvania
$343K – – –
RB
1606
Rodgers Brothers
Pennsylvania
$343K +$342K +657 New
ICP
1607
Impact Capital Partners
Colorado
$342K +$342K +656 New
OLVIG
1608
Oliver Lagore Vanvalin Investment Group
Michigan
$342K +$67.2K +129 +25%
BSCCG
1609
Blue Sky Capital Consultants Group
California
$342K +$341K +655 New
KLCM
1610
KG&L Capital Management
Louisiana
$341K -$14.1K -27 -4%
NWM
1611
Navigoe Wealth Management
California
$341K +$341K +655 New
CIC
1612
Carnegie Investment Counsel
Ohio
$341K +$84.9K +163 +33%
OBWG
1613
Onyx Bridge Wealth Group
New York
$341K -$85.9K -165 -20%
CWL
1614
Causey Wealth LLC
Colorado
$341K +$340K +653 New
SWP
1615
Strategic Wealth Partners
Ohio
$341K +$300K +576 New
AWA
1616
AmeriServ Wealth Advisors
Pennsylvania
$337K +$336K +646 New
SIG
1617
Sargent Investment Group
Maryland
$337K +$7.81K +15 +2%
GGA
1618
Granite Group Advisors
Connecticut
$335K -$62K -119 -16%
EWA
1619
Exencial Wealth Advisors
Oklahoma
$335K +$37.5K +72 +13%
SIG
1620
Spinnaker Investment Group
California
$335K +$521 +1 +0.2%
NC
1621
Northcape Capital
Australia
$333K -$251K -481 -43%
CFO
1622
CVA Family Office
Colorado
$332K +$54.2K +104 +20%
CCA
1623
Catalyst Capital Advisors
New York
$332K +$189K +363 +132%
FWM
1624
FFT Wealth Management
Pennsylvania
$332K -$220K -422 -40%
MAG
1625
Mokosak Advisory Group
Iowa
$332K -$158K -304 -32%
63 64
65
66 67