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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
1751
R Squared
Hong Kong
$251K +$251K +481 New
VBCG
1752
Valley Brook Capital Group
Pennsylvania
$251K – – –
LAM
1753
Longboard Asset Management
Arizona
$251K +$250K +480 New
SA
1754
Sovran Advisors
California
$250K +$242K +464 New
CSA
1755
Cornerstone Select Advisors
Missouri
$250K +$249K +479 New
NWWA
1756
New Wave Wealth Advisors
Arkansas
$249K -$43.2K -83 -15%
FFA
1757
Fi3 Financial Advisors
Indiana
$249K -$14.6K -28 -6%
VI
1758
Versor Investments
New York
$248K +$247K +475 New
SEP
1759
Southland Equity Partners
Missouri
$247K +$5.21K +10 +2%
MCWA
1760
Meadow Creek Wealth Advisors
Georgia
$246K -$7.81K -15 -3%
GFA
1761
Gallagher Fiduciary Advisors
Illinois
$246K +$15.6K +30 +7%
KCM
1762
Kanawha Capital Management
Virginia
$244K -$27.1K -52 -10%
WSWA
1763
Warren Street Wealth Advisors
California
$244K +$5.21K +10 +2%
TWP
1764
Triad Wealth Partners
Kansas
$244K +$243K +467 New
CWM
1765
Cherrydale Wealth Management
New Jersey
$243K – – –
MFC
1766
Morris Financial Concepts
South Carolina
$243K +$26K +50 +12%
AA
1767
Auxano Advisors
Washington
$242K +$21.4K +41 +10%
SIMG
1768
Stephens Investment Management Group
Texas
$242K -$92.2K -177 -28%
HWM
1769
Heirloom Wealth Management
Colorado
$242K – – –
SIA
1770
SGL Investment Advisors
Montana
$242K +$214K +410 New
SC
1771
Seldon Capital
California
$241K – – –
OF
1772
Optimize Financial
California
$241K +$241K +462 New
WG
1773
Welch Group
Alabama
$241K +$2.6K +5 +1%
NHC
1774
Nicholas Hoffman & Company
Georgia
$241K +$240K +461 New
CA
1775
Cache Advisors
California
$240K +$240K +460 New
69 70
71
72 73