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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1676
Saturna Capital
Washington
$443K +$417K +783 New
MCWS
1677
McKinley Carter Wealth Services
West Virginia
$443K -$532 -1 -0.1%
CCMI
1678
Creative Capital Management Investments
California
$442K – – –
RZH
1679
Relyea Zuckerberg Hanson
Connecticut
$442K +$139K +261 +50%
EWM
1680
Evermay Wealth Management
Virginia
$441K +$25.6K +48 +7%
VPP
1681
Vertex Planning Partners
Illinois
$441K -$58K -109 -12%
LJAC
1682
L.J. Altfest & Co
New York
$439K -$3.73K -7 -0.9%
VDI
1683
Vaughan David Investments
Illinois
$438K – – –
MC
1684
Middleton & Co
Massachusetts
$437K – – –
LG
1685
LaFleur & Godfrey
Michigan
$437K +$18.6K +35 +5%
RS
1686
R Squared
Hong Kong
$436K -$1.59M -2,979 -79%
BEW
1687
Burton Enright Welch
California
$435K +$29.3K +55 +8%
WCFA
1688
Walkner Condon Financial Advisors
Wisconsin
$434K +$109K +205 +37%
YWM
1689
Yukon Wealth Management
Kansas
$432K -$13.3K -25 -3%
SAM
1690
Secure Asset Management
Michigan
$432K +$16K +30 +4%
AWP
1691
Abacus Wealth Partners
California
$431K +$405K +761 New
RPWA
1692
Regent Peak Wealth Advisors
Georgia
$430K +$21.3K +40 +6%
GMA
1693
Glassy Mountain Advisors
Maryland
$429K – – –
SF
1694
SWP Financial
California
$428K – – –
FM
1695
Family Management
New York
$427K +$50.6K +95 +14%
BHFP
1696
Blom & Howell Financial Planning
California
$426K +$400K +752 New
4WM
1697
44 Wealth Management
Oregon
$424K -$137K -257 -26%
HBW
1698
Hazlett, Burt & Watson
West Virginia
$424K -$9.58K -18 -2%
CWA
1699
Cura Wealth Advisors
Illinois
$424K +$398K +748 New
TPF
1700
Tribridge Partners Financial
Maryland
$423K – – –
66 67
68
69 70