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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1676
Occidental Asset Management
California
$296K +$295K +567 New
RP
1677
Rice Partnership
Hawaii
$292K – – –
HFP
1678
Holistic Financial Partners
Indiana
$292K +$521 +1 +0.2%
PIN
1679
Prudent Investors Network
California
$290K +$290K +556 New
TWM
1680
Topsail Wealth Management
North Carolina
$290K +$290K +556 New
AT
1681
Arlington Trust
Alabama
$289K – – –
CAM
1682
Concorde Asset Management
Michigan
$289K +$50.5K +97 +21%
GSWM
1683
Greenup Street Wealth Management
Michigan
$289K +$3.65K +7 +1%
CFS
1684
Commonwealth Financial Services
West Virginia
$288K +$13.5K +26 +5%
CWM
1685
Cornerstone Wealth Management
Missouri
$287K +$13K +25 +5%
EL
1686
EWA LLC
Pennsylvania
$287K +$4.17K +8 +1%
PB
1687
Pinnacle Bancorp
Nebraska
$284K – – –
MMPW
1688
Mitchell McLeod Pugh & Williams
Alabama
$283K +$20.8K +40 +8%
OCBCO
1689
Oversea-Chinese Banking Corp (OCBC)
Singapore
$283K +$283K +543 New
SWM
1690
Shepherd Wealth Management
Ohio
$283K +$283K +543 New
BAM
1691
Berkshire Asset Management
Pennsylvania
$283K +$253K +485 New
DG
1692
DMC Group
Alabama
$283K +$282K +542 New
NWM
1693
Northwest Wealth Management
Iowa
$282K -$2.08K -4 -0.7%
SG
1694
Somerset Group
Minnesota
$282K – – –
WKWM
1695
Walter & Keenan Wealth Management
Indiana
$281K -$4.69K -9 -2%
GAA
1696
Green Alpha Advisors
Colorado
$280K -$166K -319 -37%
ADL
1697
Asset Dedication LLC
California
$279K +$135K +259 +94%
BFM
1698
Boothbay Fund Management
New York
$278K -$3.43M -6,590 -93%
EWM
1699
EPG Wealth Management
Georgia
$278K +$6.25K +12 +2%
AWAU
1700
Alliance Wealth Advisors (Utah)
Utah
$278K +$278K +533 New
66 67
68
69 70