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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
1676
PUREfi Wealth
Massachusetts
$321K +$15.7K +36 +5%
EWM
1677
Evermay Wealth Management
Virginia
$320K +$136K +312 +63%
MA
1678
MJP Associates
Connecticut
$319K -$79.5K -182 -18%
IWA
1679
Invera Wealth Advisors
Oregon
$319K +$350K +802 New
AA
1680
Apriem Advisors
California
$319K -$73K -167 -17%
PMG
1681
ProVise Management Group
Florida
$319K -$437 -1 -0.1%
ACM
1682
Arcataur Capital Management
Wisconsin
$319K – – –
ITFISA
1683
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$318K -$1.76M -4,020 -83%
AL
1684
Arnhold LLC
New York
$318K – – –
CA
1685
Callahan Advisors
Texas
$318K – – –
RPWA
1686
Regent Peak Wealth Advisors
Georgia
$318K +$23.6K +54 +7%
CNBT
1687
Canandaigua National Bank & Trust
New York
$318K +$349K +799 New
NHT
1688
New Hampshire Trust
New Hampshire
$317K +$71.6K +164 +26%
WAS
1689
WESPAC Advisors SoCal
California
$316K +$2.18K +5 +0.6%
ES
1690
Eagle Strategies
New York
$316K +$12.2K +28 +4%
CSIC
1691
Clifford Swan Investment Counsel
California
$315K -$2.62K -6 -0.8%
FPL
1692
Fortress Private Ledger
North Carolina
$314K – – –
BW
1693
BIP Wealth
Georgia
$314K +$28K +64 +9%
AWA
1694
ARQ Wealth Advisors
Arizona
$312K -$77.8K -178 -16%
RFS
1695
Richardson Financial Services
Massachusetts
$312K -$394K -901 -53%
CCMI
1696
Creative Capital Management Investments
California
$312K +$1.75K +4 +0.5%
MFG
1697
Magnus Financial Group
New York
$310K +$5.24K +12 +2%
QPWM
1698
Quadrant Private Wealth Management
Pennsylvania
$310K -$39.3K -90 -10%
OWA
1699
Opal Wealth Advisors
New York
$309K +$81.7K +187 +32%
LG
1700
LaFleur & Godfrey
Michigan
$309K +$2.62K +6 +0.8%
66 67
68
69 70