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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1801
Howe & Rusling
New York
$245K -$23.2K -53 -8%
AAMG
1802
AMG Asset Management Group
Georgia
$244K -$27.5K -63 -9%
OWG
1803
Oxford Wealth Group
Florida
$244K -$9.61K -22 -3%
TC
1804
Trust Company
Kansas
$243K -$262K -600 -50%
JHC
1805
J. Hagan Capital
Kentucky
$243K – – –
KIM
1806
Kestra Investment Management
Texas
$243K -$101K -232 -28%
SFC
1807
Strategic Financial Concepts
Texas
$243K +$17K +39 +7%
4WM
1808
44 Wealth Management
Oregon
$242K +$3.06K +7 +1%
KCM
1809
Kathmere Capital Management
Pennsylvania
$242K +$1.31K +3 +0.5%
IA
1810
IFC Advisors
California
$241K -$25.8K -59 -9%
WRPWM
1811
Werba Rubin Papier Wealth Management
California
$240K -$63.8K -146 -19%
BFA
1812
Beaumont Financial Advisors
Massachusetts
$240K -$25.8K -59 -9%
AT
1813
Arlington Trust
Alabama
$240K – – –
JCM
1814
Jacobsen Capital Management
Utah
$240K -$3.06K -7 -1%
CCWM
1815
Cassaday & Co Wealth Management
Virginia
$239K -$7.86K -18 -3%
KJHP
1816
K.J. Harrison & Partners
Ontario, Canada
$239K – – –
GIM
1817
Goelzer Investment Management
Indiana
$239K +$35.4K +81 +16%
PFG
1818
Putney Financial Group
California
$239K -$4.37K -10 -2%
ICP
1819
Impact Capital Partners
Colorado
$238K -$70.8K -162 -21%
WPA
1820
West Paces Advisors
Georgia
$238K +$2.18K +5 +0.8%
LA
1821
LexAurum Advisors
Kansas
$236K -$874 -2 -0.3%
VFA
1822
Voya Financial Advisors
Connecticut
$235K -$44.1K -101 -15%
GLR
1823
Great Lakes Retirement
Ohio
$235K -$5.68K -13 -2%
LSPW
1824
Lake Street Private Wealth
Illinois
$235K +$258K +591 New
SB
1825
SIG Brokerage
New York
$235K +$258K +591 New
71 72
73
74 75