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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WH
1726
Wallace Hart
Kentucky
$250K – – –
CFS
1727
Commonwealth Financial Services
West Virginia
$250K +$2.88K +6 +1%
HFP
1728
Holistic Financial Partners
Indiana
$250K -$3.36K -7 -1%
HKIMG
1729
Hutchens & Kramer Investment Management Group
Indiana
$250K +$7.68K +16 +3%
GSWM
1730
Greenup Street Wealth Management
Michigan
$249K -$3.36K -7 -1%
AWM
1731
Abound Wealth Management
Tennessee
$249K +$23K +48 +9%
CSA
1732
Cornerstone Select Advisors
Missouri
$248K +$71.5K +149 +37%
OA
1733
Operose Advisors
Wisconsin
$248K +$265K +553 +55,300%
HTC
1734
Haverford Trust Company
Pennsylvania
$248K +$24K +50 +10%
NAMNJ
1735
NorthStar Asset Management (New Jersey)
New Jersey
$247K +$14.4K +30 +6%
HPM
1736
Hoxton Planning & Management
West Virginia
$246K -$8.64K -18 -3%
CIS
1737
Continental Investors Services
Washington
$246K +$12.5K +26 +5%
FA
1738
FDx Advisors
Illinois
$246K -$52.3K -109 -19%
SFC
1739
Strategic Financial Concepts
Texas
$246K -$6.72K -14 -2%
NWM
1740
Northwest Wealth Management
Iowa
$246K +$2.88K +6 +1%
CFS
1741
CRA Financial Services
New Jersey
$245K +$2.4K +5 +0.9%
BWA
1742
BlueChip Wealth Advisors
Georgia
$245K +$263K +548 New
CWM
1743
Centric Wealth Management
Illinois
$244K +$4.32K +9 +2%
GWM
1744
Gibbs Wealth Management
Georgia
$243K -$56.1K -117 -18%
TWM
1745
Topsail Wealth Management
North Carolina
$243K -$4.32K -9 -2%
IA
1746
IFG Advisory
Georgia
$242K -$960 -2 -0.4%
BW
1747
Blalock Williams
Alabama
$242K -$20.6K -43 -7%
PA
1748
Procyon Advisors
Connecticut
$242K -$12K -25 -4%
SG
1749
Somerset Group
Minnesota
$242K – – –
PB
1750
Pinnacle Bancorp
Nebraska
$241K +$2.88K +6 +1%
68 69
70
71 72