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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1651
Evermay Wealth Management
Virginia
$351K +$8.85K +16 +2%
SCM
1652
Schnieders Capital Management
California
$349K – – –
FFA
1653
Fragasso Financial Advisors
Pennsylvania
$349K +$9.95K +18 +3%
NHC
1654
Nicholas Hoffman & Company
Georgia
$349K +$134K +243 +53%
NHT
1655
New Hampshire Trust
New Hampshire
$348K -$62.5K -113 -14%
PI
1656
Parkside Investments
Illinois
$347K -$55.3K -100 -13%
PA
1657
Promethium Advisors
Maryland
$347K +$139K +252 +56%
ACM
1658
ADAR1 Capital Management
Texas
$347K +$387K +700 New
IA
1659
IFC Advisors
California
$346K +$387K +699 New
GFP
1660
Gryphon Financial Partners
Ohio
$345K +$68K +123 +21%
SMA
1661
Seven Mile Advisory
New Jersey
$344K -$19.4K -35 -5%
RPWA
1662
Regent Peak Wealth Advisors
Georgia
$344K -$8.85K -16 -2%
CWP
1663
Capital Wealth Planning
Florida
$343K +$383K +693 New
CIC
1664
Chilton Investment Company
Connecticut
$343K +$383K +692 New
GWSG
1665
GPS Wealth Strategies Group
Colorado
$342K -$42K -76 -10%
CBT
1666
Crews Bank & Trust
Florida
$342K – – –
ESB
1667
Essex Savings Bank
Connecticut
$340K +$14.9K +27 +4%
BWM
1668
Baron Wealth Management
Michigan
$340K -$1.66K -3 -0.4%
WBC
1669
West Branch Capital
Massachusetts
$339K +$90.7K +164 +31%
GDP
1670
Great Diamond Partners
Maine
$338K -$9.95K -18 -3%
PFG
1671
Putney Financial Group
California
$338K – – –
EWM
1672
EPG Wealth Management
Georgia
$337K +$81.8K +148 +28%
BFA
1673
Beaumont Financial Advisors
Massachusetts
$336K – – –
WI
1674
WrapManager Inc
California
$336K +$3.87K +7 +1%
CFO
1675
CVA Family Office
Colorado
$336K +$22.7K +41 +6%
65 66
67
68 69