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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1751
Arvest Investments
Arkansas
$241K -$3.84K -8 -1%
FFA
1752
Florida Financial Advisors
Florida
$241K +$18.2K +38 +8%
LA
1753
LexAurum Advisors
Kansas
$240K -$166K -346 -39%
MMPW
1754
Mitchell McLeod Pugh & Williams
Alabama
$240K -$56.1K -117 -21%
AWM
1755
Aprio Wealth Management
Georgia
$239K -$42.7K -89 -14%
NG
1756
Novem Group
New York
$237K -$151K -314 -37%
PA
1757
PharVision Advisers
Florida
$237K +$255K +531 New
SP
1758
Successful Portfolios
Florida
$237K -$34.6K -72 -12%
TWM
1759
Tripletail Wealth Management
Florida
$234K +$4.32K +9 +2%
MCM
1760
MV Capital Management
Maryland
$234K -$4.32K -9 -2%
MSAM
1761
Moloney Securities Asset Management
Missouri
$234K -$89.3K -186 -26%
BIA
1762
Benchmark Investment Advisors
Illinois
$233K +$250K +522 New
MCM
1763
Mengis Capital Management
Oregon
$233K – – –
AF
1764
Apexium Financial
Texas
$233K +$8.16K +17 +3%
JCM
1765
Jacobi Capital Management
Pennsylvania
$233K +$3.84K +8 +2%
RZH
1766
Relyea Zuckerberg Hanson
Connecticut
$232K -$99.8K -208 -29%
SIG
1767
Spinnaker Investment Group
California
$232K +$8.16K +17 +3%
WSWA
1768
Warren Street Wealth Advisors
California
$232K -$16.8K -35 -6%
ADL
1769
Asset Dedication LLC
California
$231K +$3.84K +8 +2%
SFO
1770
Stenger Family Office
Illinois
$231K +$201K +419 New
LSPW
1771
Lake Street Private Wealth
Illinois
$231K +$48K +100 +24%
RSC
1772
Red Spruce Capital
Pennsylvania
$229K +$245K +511 New
PFM
1773
Patton Fund Management
Texas
$228K -$2.12M -4,419 -90%
GAM
1774
Gemmer Asset Management
California
$228K – – –
SWM
1775
SFG Wealth Management
Maryland
$228K +$960 +2 +0.4%
69 70
71
72 73