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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
1701
Hoxton Planning & Management
West Virginia
$278K +$3.13K +6 +1%
AFPL
1702
Advus Financial Partners, LLC
Florida
$278K +$34.9K +67 +14%
GGV
1703
GG Group Ventures
Florida
$277K +$277K +531 New
ACP
1704
Aveo Capital Partners
Colorado
$276K +$276K +529 New
AHL
1705
Abel Hall LLC
Louisiana
$273K +$7.29K +14 +3%
AWM
1706
Abound Wealth Management
Tennessee
$272K +$521 +1 +0.2%
WBC
1707
West Branch Capital
Massachusetts
$272K – – –
MCM
1708
Mengis Capital Management
Oregon
$272K – – –
HKIMG
1709
Hutchens & Kramer Investment Management Group
Indiana
$271K -$13.5K -26 -5%
KW
1710
Keyvantage Wealth
Pennsylvania
$271K +$271K +520 New
LW
1711
Linscomb Wealth
Texas
$270K +$269K +517 New
CP
1712
CenterBook Partners
Connecticut
$270K -$1.66M -3,196 -86%
WA
1713
Whipplewood Advisors
Colorado
$269K +$269K +516 New
TFF
1714
The Family Firm
Maryland
$268K -$4.17K -8 -2%
GFG
1715
Goldstone Financial Group
Illinois
$268K +$17.7K +34 +7%
CWC
1716
Carolinas Wealth Consulting
North Carolina
$268K -$47.9K -92 -15%
WEG
1717
World Equity Group
Illinois
$267K +$49.5K +95 +23%
OWA
1718
Opal Wealth Advisors
New York
$267K +$13K +25 +5%
TPM
1719
Triasima Portfolio Management
Quebec, Canada
$266K +$266K +510 New
JSAM
1720
J. Safra Asset Management
New York
$265K +$158K +303 +152%
BMM
1721
Buffington Mohr McNeal
Idaho
$265K +$16.1K +31 +7%
QPWM
1722
Quadrant Private Wealth Management
Pennsylvania
$263K +$5.73K +11 +2%
FBT
1723
First Bankers Trust
Kentucky
$263K – – –
BIA
1724
Benchmark Investment Advisors
Illinois
$263K -$1.04K -2 -0.4%
CCWM
1725
Correct Capital Wealth Management
Missouri
$261K – – –
67 68
69
70 71