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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1776
Blalock Williams
Alabama
$317K +$305K +584 New
EGWAG
1777
Elwood & Goetz Wealth Advisory Group
Georgia
$315K -$7.32K -14 -2%
AA
1778
Armis Advisers
Georgia
$314K +$321K +614 New
BFS
1779
BridgePort Financial Solutions
Iowa
$313K -$4.18K -8 -1%
TSW
1780
Thompson Siegel & Walmsley
Virginia
$313K – – –
WCFA
1781
Walkner Condon Financial Advisors
Wisconsin
$311K +$48.1K +92 +19%
BWM
1782
BlackDiamond Wealth Management
New York
$311K +$34K +65 +13%
EC
1783
EdgeRock Capital
Colorado
$311K +$26.1K +50 +10%
JHC
1784
J. Hagan Capital
Kentucky
$310K – – –
HPM
1785
Hoxton Planning & Management
West Virginia
$309K -$4.71K -9 -2%
FA
1786
FDx Advisors
Illinois
$309K -$1.05K -2 -0.4%
ABC
1787
Associated Banc-Corp
Wisconsin
$309K +$297K +568 New
PA
1788
Procyon Advisors
Connecticut
$307K -$3.64M -6,969 -93%
HFP
1789
Holistic Financial Partners
Indiana
$307K +$4.18K +8 +1%
SIM
1790
Stratos Investment Management
Ohio
$306K +$295K +564 New
SFC
1791
Strategic Financial Concepts
Texas
$306K -$27.7K -53 -9%
GSWM
1792
Greenup Street Wealth Management
Michigan
$306K +$3.14K +6 +1%
OWA
1793
Opal Wealth Advisors
New York
$305K +$52.3K +100 +22%
WH
1794
Wallace Hart
Kentucky
$304K – – –
MMPW
1795
Mitchell McLeod Pugh & Williams
Alabama
$303K – – –
CFS
1796
Commonwealth Financial Services
West Virginia
$301K -$5.23K -10 -2%
WSWA
1797
Warren Street Wealth Advisors
California
$301K +$48.6K +93 +20%
TWM
1798
Topsail Wealth Management
North Carolina
$300K -$9.94K -19 -3%
RP
1799
Rice Partnership
Hawaii
$298K – – –
AI
1800
Arvest Investments
Arkansas
$297K +$285K +546 New
70 71
72
73 74