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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1651
Sovran Advisors
California
$354K +$149K +270 +58%
EWM
1652
Evermay Wealth Management
Virginia
$351K +$8.85K +16 +2%
SCM
1653
Schnieders Capital Management
California
$349K – – –
FFA
1654
Fragasso Financial Advisors
Pennsylvania
$349K +$9.95K +18 +3%
NHC
1655
Nicholas Hoffman & Company
Georgia
$349K +$134K +243 +53%
NHT
1656
New Hampshire Trust
New Hampshire
$348K -$62.5K -113 -14%
PI
1657
Parkside Investments
Illinois
$347K -$55.3K -100 -13%
PA
1658
Promethium Advisors
Maryland
$347K +$139K +252 +56%
ACM
1659
ADAR1 Capital Management
Texas
$347K +$387K +700 New
IA
1660
IFC Advisors
California
$346K +$387K +699 New
GFP
1661
Gryphon Financial Partners
Ohio
$345K +$68K +123 +21%
SMA
1662
Seven Mile Advisory
New Jersey
$344K -$19.4K -35 -5%
RPWA
1663
Regent Peak Wealth Advisors
Georgia
$344K -$8.85K -16 -2%
CWP
1664
Capital Wealth Planning
Florida
$343K +$383K +693 New
CIC
1665
Chilton Investment Company
Connecticut
$343K +$383K +692 New
GWSG
1666
GPS Wealth Strategies Group
Colorado
$342K -$42K -76 -10%
CBT
1667
Crews Bank & Trust
Florida
$342K – – –
ESB
1668
Essex Savings Bank
Connecticut
$340K +$14.9K +27 +4%
BWM
1669
Baron Wealth Management
Michigan
$340K -$1.66K -3 -0.4%
WBC
1670
West Branch Capital
Massachusetts
$339K +$90.7K +164 +31%
GDP
1671
Great Diamond Partners
Maine
$338K -$9.95K -18 -3%
PFG
1672
Putney Financial Group
California
$338K – – –
EWM
1673
EPG Wealth Management
Georgia
$337K +$81.8K +148 +28%
BFA
1674
Beaumont Financial Advisors
Massachusetts
$336K – – –
WI
1675
WrapManager Inc
California
$336K +$3.87K +7 +1%
65 66
67
68 69