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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1651
Heirloom Wealth Management
Colorado
$228K – – –
SEP
1652
Southland Equity Partners
Missouri
$228K – – –
WIA
1653
World Investment Advisors
California
$228K +$216K +464 New
SC
1654
Seldon Capital
California
$227K – – –
HNB
1655
Hilltop National Bank
Wyoming
$226K -$11.6K -25 -5%
SWC
1656
Spectrum Wealth Counsel
Indiana
$226K -$90.3K -194 -30%
PA
1657
Promethium Advisors
Maryland
$226K +$214K +460 New
WP
1658
WMS Partners
Maryland
$225K -$96.8K -208 -31%
ML
1659
McAdam LLC
Pennsylvania
$225K +$213K +458 New
MYIA
1660
Mount Yale Investment Advisors
Colorado
$225K +$213K +458 New
CAM
1661
Concorde Asset Management
Michigan
$225K -$3.72K -8 -2%
SP
1662
Stonebrook Private
Michigan
$225K +$213K +457 New
WSWA
1663
Warren Street Wealth Advisors
California
$225K +$213K +457 New
BCA
1664
Bay Colony Advisors
Massachusetts
$223K +$466 +1 +0.2%
RDFA
1665
Ritter Daniher Financial Advisory
Ohio
$223K – – –
WG
1666
Welch Group
Alabama
$222K +$210K +452 New
DIP
1667
Davis Investment Partners
North Carolina
$222K -$36.8K -79 -15%
BIM
1668
Breakwater Investment Management
Washington
$222K – – –
SMC
1669
Smith, Moore & Co
Missouri
$221K -$30.7K -66 -13%
ACM
1670
Ashford Capital Management
Delaware
$221K – – –
WFG
1671
Wills Financial Group
Virginia
$221K – – –
WCM
1672
Weik Capital Management
Pennsylvania
$221K – – –
WLIM
1673
White Lighthouse Investment Management
Massachusetts
$220K -$18.6K -40 -8%
IFA
1674
Index Fund Advisors
California
$220K +$208K +447 New
FPGK
1675
Financial Partners Group (Kansas)
Kansas
$219K +$208K +446 New
65 66
67
68 69