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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
1801
EWA LLC
Pennsylvania
$250K -$99.2K -227 -27%
WKWM
1802
Walter & Keenan Wealth Management
Indiana
$250K -$38.4K -88 -12%
RSS
1803
Rosenblum Silverman Sutton
California
$250K – – –
MFWP
1804
Mosaic Family Wealth Partners
Missouri
$249K +$273K +625 New
ITIM
1805
Indiana Trust & Investment Management
Indiana
$249K – – –
SCP
1806
Stevens Capital Partners
Nebraska
$248K +$67.3K +154 +33%
CG
1807
Corundum Group
Colorado
$248K +$23.2K +53 +9%
FC
1808
Fairscale Capital
New Hampshire
$248K – – –
SI
1809
Seeds Investor
New York
$246K -$32.8K -75 -11%
OAM
1810
Oxford Asset Management
United Kingdom
$246K -$88.3K -202 -25%
CWP
1811
Curated Wealth Partners
California
$245K +$17.9K +41 +7%
FM
1812
Family Management
New York
$245K -$113K -258 -30%
HR
1813
Howe & Rusling
New York
$245K -$23.2K -53 -8%
AAMG
1814
AMG Asset Management Group
Georgia
$244K -$27.5K -63 -9%
OWG
1815
Oxford Wealth Group
Florida
$244K -$9.61K -22 -3%
TC
1816
Trust Company
Kansas
$243K -$262K -600 -50%
JHC
1817
J. Hagan Capital
Kentucky
$243K – – –
KIM
1818
Kestra Investment Management
Texas
$243K -$101K -232 -28%
SFC
1819
Strategic Financial Concepts
Texas
$243K +$17K +39 +7%
4WM
1820
44 Wealth Management
Oregon
$242K +$3.06K +7 +1%
KCM
1821
Kathmere Capital Management
Pennsylvania
$242K +$1.31K +3 +0.5%
IA
1822
IFC Advisors
California
$241K -$25.8K -59 -9%
WRPWM
1823
Werba Rubin Papier Wealth Management
California
$240K -$63.8K -146 -19%
BFA
1824
Beaumont Financial Advisors
Massachusetts
$240K -$25.8K -59 -9%
AT
1825
Arlington Trust
Alabama
$240K – – –
71 72
73
74 75