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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1626
Strategic Advisors
New York
$331K +$5.21K +10 +2%
BFS
1627
BridgePort Financial Solutions
Iowa
$330K +$305K +586 New
SP
1628
Successful Portfolios
Florida
$330K – – –
RSS
1629
Rosenblum Silverman Sutton
California
$329K -$5.21K -10 -2%
SWA
1630
Sax Wealth Advisors
New Jersey
$328K +$328K +629 New
SLG
1631
Stanley-Laman Group
Pennsylvania
$326K +$38.5K +74 +13%
BPWM
1632
Badgley Phelps Wealth Managers
Washington
$325K -$65.6K -126 -17%
PVI
1633
Pine Valley Investments
New Jersey
$325K – – –
BBNA
1634
Bremer Bank National Association
Minnesota
$324K -$10.9K -21 -3%
CM
1635
Cercano Management
Washington
$324K – – –
LTI
1636
Laffer Tengler Investments
Tennessee
$323K – – –
SFC
1637
Strategic Financial Concepts
Texas
$322K +$521 +1 +0.2%
BWM
1638
BlackDiamond Wealth Management
New York
$321K +$10.9K +21 +4%
SFCL
1639
Strengthening Families & Communities LLC
Massachusetts
$320K – – –
FFA
1640
First Foundation Advisors
California
$318K -$10.4K -20 -3%
ST
1641
Smithfield Trust
Pennsylvania
$318K – – –
ACG
1642
Allen Capital Group
Nebraska
$317K +$25K +48 +9%
RZH
1643
Relyea Zuckerberg Hanson
Connecticut
$316K +$26.6K +51 +9%
BI
1644
Beckerman Institutional
New Jersey
$315K – – –
SWP
1645
Semus Wealth Partners
Florida
$315K -$94.3K -181 -23%
SWM
1646
Sugarloaf Wealth Management
Georgia
$314K +$17.7K +34 +6%
GS
1647
GWN Securities
Florida
$314K +$280K +538 New
SCA
1648
Southern Capital Advisors
Tennessee
$313K – – –
VFG
1649
V2 Financial group
Illinois
$313K – – –
CM
1650
Capula Management
Cayman Islands
$313K +$521 +1 +0.2%
64 65
66
67 68