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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1701
Oakworth Capital
Alabama
$6.79K – – –
VWA
1702
Valued Wealth Advisors
Utah
$6.79K +$756 +2 +13%
PCWA
1703
Pacific Capital Wealth Advisors
California
$6.79K +$6.42K +17 New
TCM
1704
TruNorth Capital Management
Michigan
$6.79K +$6.42K +17 New
SIC
1705
SJS Investment Consulting
Ohio
$6.39K +$3.4K +9 +129%
BGAI
1706
Bruce G. Allen Investments
Colorado
$6.38K -$3.02K -8 -33%
PWMG
1707
Private Wealth Management Group
New Jersey
$5.99K +$2.27K +6 +67%
KLWA
1708
Kelly Lawrence W & Associates
California
$5.99K -$271K -717 -98%
RFG
1709
REAP Financial Group
Texas
$5.99K – – –
PP
1710
Pingora Partners
Wyoming
$5.99K +$5.67K +15 New
SVCP
1711
Silicon Valley Capital Partners
California
$5.99K +$5.67K +15 New
WCM
1712
Westend Capital Management
California
$5.99K +$5.67K +15 New
LFA
1713
LGT Financial Advisors
Texas
$5.19K – – –
GFPC
1714
Global Financial Private Client
Florida
$5.13K – – –
DPW
1715
DiNuzzo Private Wealth
Pennsylvania
$4.79K – – –
JGIA
1716
Jackson Grant Investment Advisers
Connecticut
$4.79K – – –
AFWM
1717
Abich Financial Wealth Management
Virginia
$4.79K +$4.53K +12 New
WIA
1718
Wetzel Investment Advisors
Indiana
$4.1K – – –
LIM
1719
Longfellow Investment Management
Massachusetts
$3.99K – – –
GWP
1720
Gen-Wealth Partners
Michigan
$3.99K +$3.78K +10 New
RG
1721
Retirement Group
California
$3.59K -$378 -1 -10%
OP
1722
ORG Partners
Indiana
$3.55K -$96K -254 -97%
AP
1723
Aspect Partners
Virginia
$3.19K – – –
GIA
1724
GHP Investment Advisors
Colorado
$3.19K – – –
TAM
1725
Tucker Asset Management
Colorado
$3.19K – – –
67 68
69
70 71