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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1701
Soltis Investment Advisors
Utah
$318K +$32.6K +59 +10%
CI
1702
Carroll Investors
South Carolina
$316K +$353K +639 New
CHP
1703
Cable Hill Partners
Oregon
$316K -$53.6K -97 -14%
CWG
1704
Cornerstone Wealth Group
North Carolina
$315K -$6.76M -12,218 -95%
MAG
1705
Mokosak Advisory Group
Iowa
$315K – – –
CM
1706
Capula Management
Cayman Islands
$314K +$18.8K +34 +6%
JHC
1707
J. Hagan Capital
Kentucky
$313K +$332K +600 New
QL
1708
Quarry LP
New York
$313K +$180K +325 +106%
CCWM
1709
Cassaday & Co Wealth Management
Virginia
$312K +$348K +629 New
DS
1710
DRW Securities
Illinois
$312K -$870K -1,574 -71%
AWA
1711
AGH Wealth Advisors
Kansas
$311K -$39.8K -72 -10%
CIAS
1712
Capital Investment Advisory Services
North Carolina
$311K +$105K +190 +43%
LTI
1713
Laffer Tengler Investments
Tennessee
$310K +$3.87K +7 +1%
PVI
1714
Pine Valley Investments
New Jersey
$308K – – –
CWM
1715
Cornerstone Wealth Management
Missouri
$308K +$39.3K +71 +13%
CIC
1716
Carnegie Investment Counsel
Ohio
$307K +$4.98K +9 +1%
EL
1717
EWA LLC
Pennsylvania
$306K +$38.2K +69 +13%
SFC
1718
Strategic Financial Concepts
Texas
$305K – – –
BBNA
1719
Bremer Bank National Association
Minnesota
$304K -$3.87K -7 -1%
SFCL
1720
Strengthening Families & Communities LLC
Massachusetts
$304K – – –
PFM
1721
Peak Financial Management
Massachusetts
$304K +$339K +613 New
WKWM
1722
Walter & Keenan Wealth Management
Indiana
$302K +$39.3K +71 +13%
VC
1723
Veracity Capital
Georgia
$301K +$12.7K +23 +4%
BI
1724
Beckerman Institutional
New Jersey
$299K – – –
FFM
1725
Fullerton Fund Management
Singapore
$299K +$3.32K +6 +1%
67 68
69
70 71