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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1651
Southland Equity Partners
Missouri
$228K – – –
WIA
1652
World Investment Advisors
California
$228K +$216K +464 New
SC
1653
Seldon Capital
California
$227K – – –
HNB
1654
Hilltop National Bank
Wyoming
$226K -$11.6K -25 -5%
SWC
1655
Spectrum Wealth Counsel
Indiana
$226K -$90.3K -194 -30%
PA
1656
Promethium Advisors
Maryland
$226K +$214K +460 New
WP
1657
WMS Partners
Maryland
$225K -$96.8K -208 -31%
ML
1658
McAdam LLC
Pennsylvania
$225K +$213K +458 New
MYIA
1659
Mount Yale Investment Advisors
Colorado
$225K +$213K +458 New
CAM
1660
Concorde Asset Management
Michigan
$225K -$3.72K -8 -2%
SP
1661
Stonebrook Private
Michigan
$225K +$213K +457 New
WSWA
1662
Warren Street Wealth Advisors
California
$225K +$213K +457 New
BCA
1663
Bay Colony Advisors
Massachusetts
$223K +$466 +1 +0.2%
RDFA
1664
Ritter Daniher Financial Advisory
Ohio
$223K – – –
WG
1665
Welch Group
Alabama
$222K +$210K +452 New
DIP
1666
Davis Investment Partners
North Carolina
$222K -$36.8K -79 -15%
BIM
1667
Breakwater Investment Management
Washington
$222K – – –
SMC
1668
Smith, Moore & Co
Missouri
$221K -$30.7K -66 -13%
ACM
1669
Ashford Capital Management
Delaware
$221K – – –
WFG
1670
Wills Financial Group
Virginia
$221K – – –
WCM
1671
Weik Capital Management
Pennsylvania
$221K – – –
WLIM
1672
White Lighthouse Investment Management
Massachusetts
$220K -$18.6K -40 -8%
IFA
1673
Index Fund Advisors
California
$220K +$208K +447 New
FPGK
1674
Financial Partners Group (Kansas)
Kansas
$219K +$208K +446 New
CWA
1675
Consilio Wealth Advisors
Washington
$218K +$206K +443 New
65 66
67
68 69