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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1701
TRUE Private Wealth Advisors
Oregon
$309K +$1.75K +4 +0.5%
AT
1702
Avalon Trust
New Mexico
$307K – – –
OHWP
1703
Oak Harbor Wealth Partners
North Carolina
$307K -$21K -48 -6%
MC
1704
Middleton & Co
Massachusetts
$307K – – –
VDI
1705
Vaughan David Investments
Illinois
$307K – – –
TW
1706
Traveka Wealth
California
$307K +$36.3K +83 +12%
SA
1707
Sylvest Advisors
Texas
$306K -$109K -250 -25%
II
1708
Impact Investors
California
$305K -$100K -229 -23%
MEAC
1709
M.E. Allison & Co
Texas
$304K -$19.7K -45 -6%
JSC
1710
Jackson Square Capital
California
$304K -$212K -485 -39%
FA
1711
Fiduciary Alliance
South Carolina
$304K -$198K -453 -37%
NAMP
1712
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$304K – – –
SF
1713
SWP Financial
California
$303K +$3.06K +7 +0.9%
BBA
1714
BLB&B Advisors
Pennsylvania
$302K +$9.18K +21 +3%
DF
1715
Dunhill Financial
United Kingdom
$302K +$11.8K +27 +4%
GMA
1716
Glassy Mountain Advisors
Maryland
$301K – – –
HBW
1717
Hazlett, Burt & Watson
West Virginia
$300K -$21.4K -49 -6%
BEW
1718
Burton Enright Welch
California
$299K -$31.9K -73 -9%
BBES
1719
Buffalo Business & Estate Services
New York
$299K -$937K -2,144 Closed
HIC
1720
Holderness Investments Company
North Carolina
$298K – – –
TWM
1721
Tanager Wealth Management
United Kingdom
$298K +$135K +309 +70%
SFG
1722
Strive Financial Group
Indiana
$295K +$287K +656 +763%
EWA
1723
Eagle Wealth Advisors
Connecticut
$295K -$217K -496 -40%
VCM
1724
Versant Capital Management
Arizona
$294K -$142K -326 -31%
RA
1725
Range Advisory
Virginia
$294K -$10.5K -24 -3%
67 68
69
70 71