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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1626
Finer Wealth Management
Massachusetts
$373K -$5.53K -10 -1%
FC
1627
Fairscale Capital
New Hampshire
$372K – – –
PWA
1628
Physician Wealth Advisors
Utah
$371K -$21.6K -39 -5%
WRM
1629
Weybosset Research & Management
Rhode Island
$369K -$111K -200 -21%
AT
1630
Arlington Trust
Alabama
$369K +$106K +191 +34%
TVM
1631
True Vision MN
Minnesota
$368K +$411K +744 New
CIS
1632
Custom Index Systems
New York
$368K -$23.2K -42 -5%
HIM
1633
Hillsdale Investment Management
Ontario, Canada
$366K +$22.1K +40 +6%
VDI
1634
Vaughan David Investments
Illinois
$363K – – –
TPWA
1635
TRUE Private Wealth Advisors
Oregon
$363K +$553 +1 +0.1%
BBA
1636
BLB&B Advisors
Pennsylvania
$363K -$33.2K -60 -8%
MM
1637
MQS Management
New York
$363K +$405K +732 New
RA
1638
Riverstone Advisors
Texas
$362K – – –
MAG
1639
MRA Advisory Group
New Jersey
$361K -$160K -290 -28%
PTP
1640
Platform Technology Partners
New York
$359K +$401K +726 New
MFG
1641
Magnus Financial Group
New York
$359K – – –
AIM
1642
Aigen Investment Management
New York
$359K +$401K +725 New
FFA
1643
Fortune Financial Advisors
Kansas
$358K +$2.77K +5 +0.7%
SWA
1644
Strategies Wealth Advisors
Michigan
$358K +$399K +722 New
OL
1645
Optas LLC
Texas
$357K -$40.9K -74 -9%
AT
1646
Avalon Trust
New Mexico
$357K – – –
GLAM
1647
Gardner Lewis Asset Management
Pennsylvania
$357K +$398K +720 New
BEW
1648
Burton Enright Welch
California
$356K +$73K +132 +22%
SB
1649
Sunflower Bank
Texas
$355K -$4.42K -8 -1%
DF
1650
Dunhill Financial
United Kingdom
$355K -$2.21K -4 -0.6%
64 65
66
67 68