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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1626
Novare Capital Management
North Carolina
$242K – – –
CIC
1627
Carnegie Investment Counsel
Ohio
$241K +$4.19K +9 +2%
PA
1628
Prossimo Advisors
California
$240K – – –
OWA
1629
Opal Wealth Advisors
New York
$239K +$30.7K +66 +16%
TIA
1630
Trust Investment Advisors
Indiana
$239K +$1.86K +4 +0.8%
MCWA
1631
Meadow Creek Wealth Advisors
Georgia
$239K +$227K +487 New
FRM
1632
Fox Run Management
Connecticut
$239K +$226K +486 New
QL
1633
Quarry LP
New York
$237K +$171K +368 +320%
LSA
1634
Lansing Street Advisors
Pennsylvania
$237K +$225K +483 New
FM
1635
Foster & Motley
Ohio
$236K +$6.98K +15 +3%
VBCG
1636
Valley Brook Capital Group
Pennsylvania
$236K +$223K +480 New
CIS
1637
Continental Investors Services
Washington
$236K -$1.4K -3 -0.6%
GFG
1638
Goldstone Financial Group
Illinois
$235K +$223K +479 New
HAS
1639
HBW Advisory Services
California
$235K +$223K +479 New
CWM
1640
Centric Wealth Management
Illinois
$235K – – –
MAC
1641
Mason & Associates (California)
California
$235K +$223K +478 New
BMM
1642
Buffington Mohr McNeal
Idaho
$234K -$1.4K -3 -0.6%
SAM
1643
S.A. Mason
Michigan
$233K +$4.66K +10 +2%
RIL
1644
Rothschild Investment LLC
Illinois
$233K -$841K -1,807 -79%
DWM
1645
Darwin Wealth Management
Florida
$231K -$14.9K -32 -6%
CIAS
1646
Capital Investment Advisory Services
North Carolina
$229K +$217K +467 New
CWM
1647
Cherrydale Wealth Management
New Jersey
$228K – – –
AFPL
1648
Advus Financial Partners, LLC
Florida
$228K – – –
AG
1649
AlTi Global
New York
$228K -$47K -101 -18%
WA
1650
Wealth Architects
California
$228K -$752K -1,616 -78%
64 65
66
67 68