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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
1601
Autumn Glory Partners
Texas
$396K -$50.3K -91 -10%
APW
1602
Austin Private Wealth
Texas
$394K +$8.85K +16 +2%
PAG
1603
Private Advisory Group
Washington
$392K -$14.9K -27 -3%
TCWM
1604
Total Clarity Wealth Management
Illinois
$392K -$21K -38 -5%
FBT
1605
First Bankers Trust
Kentucky
$390K +$157K +284 +56%
ACP
1606
Aveo Capital Partners
Colorado
$390K +$109K +198 +37%
FFA
1607
Founders Financial Alliance
North Carolina
$390K +$435K +787 New
NG
1608
Novem Group
New York
$388K +$434K +784 New
TW
1609
Traveka Wealth
California
$388K +$28.2K +51 +7%
MC
1610
Middleton & Co
Massachusetts
$388K – – –
DWM
1611
Destination Wealth Management
California
$388K +$36.5K +66 +9%
WAOTB
1612
Wealth Advisors of Tampa Bay
Florida
$387K +$432K +782 New
MCWS
1613
McKinley Carter Wealth Services
West Virginia
$386K +$26.5K +48 +7%
AC
1614
AlphaCore Capital
California
$383K +$179K +323 +72%
SIA
1615
SGL Investment Advisors
Montana
$383K +$167K +302 +74%
SWA
1616
Sax Wealth Advisors
New Jersey
$382K +$79.1K +143 +23%
SEIA
1617
Signature Estate & Investment Advisors
California
$382K +$62.5K +113 +17%
GIP
1618
Granite Investment Partners
California
$380K -$25.4K -46 -6%
MFA
1619
Morling Financial Advisors
California
$380K +$59.2K +107 +16%
VWM
1620
Vigilare Wealth Management
Arizona
$379K +$15.5K +28 +4%
WC
1621
Whitney & Co
New York
$376K +$93.5K +169 +29%
RS
1622
R Squared
Hong Kong
$376K +$154K +279 +58%
CNBT
1623
Canandaigua National Bank & Trust
New York
$375K – – –
SF
1624
SWP Financial
California
$374K – – –
FWM
1625
Finer Wealth Management
Massachusetts
$373K -$5.53K -10 -1%
63 64
65
66 67