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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1801
Capital Investment Advisory Services
North Carolina
$228K -$15.6K -30 -6%
OWA
1802
Outlook Wealth Advisors
Texas
$228K +$15.1K +29 +7%
LSPW
1803
Lake Street Private Wealth
Illinois
$228K -$41.1K -79 -15%
CWA
1804
Consilio Wealth Advisors
Washington
$228K -$3.65K -7 -2%
KCPG
1805
Kavar Capital Partners Group
Kansas
$228K – – –
HNB
1806
Hilltop National Bank
Wyoming
$228K -$13K -25 -5%
SMC
1807
Smith, Moore & Co
Missouri
$227K -$7.81K -15 -3%
BCP
1808
Berkeley Capital Partners
Georgia
$227K +$6.77K +13 +3%
PW
1809
Peninsula Wealth
California
$227K +$227K +435 New
FOA
1810
Five Oceans Advisors
California
$227K +$2.08K +4 +0.9%
AFW
1811
Avantra Family Wealth
Pennsylvania
$226K +$226K +433 New
MAC
1812
Mason & Associates (California)
California
$225K -$24K -46 -10%
BCA
1813
Bay Colony Advisors
Massachusetts
$224K -$12.5K -24 -5%
PJSIMP
1814
P.J. Schmidt Investment Management (PJS)
Wisconsin
$224K – – –
MWA
1815
Motive Wealth Advisors
Michigan
$224K +$224K +430 New
PL
1816
Plancorp LLC
Missouri
$224K +$224K +430 New
CIP
1817
Convergence Investment Partners
Florida
$223K -$3.13K -6 -1%
FPGK
1818
Financial Partners Group (Kansas)
Kansas
$223K -$9.38K -18 -4%
LA
1819
Lifeworks Advisors
Michigan
$222K +$222K +426 New
FPCP
1820
Fort Point Capital Partners
California
$222K -$2.08K -4 -0.9%
MF
1821
Manchester Financial
California
$222K – – –
DWM
1822
Darwin Wealth Management
Florida
$221K -$24K -46 -10%
LGG
1823
Luts & Greenleigh Group
Maryland
$221K -$3.13K -6 -1%
TA
1824
TruWealth Advisors
Louisiana
$221K -$1.04K -2 -0.5%
SGI
1825
Summit Global Investments
Utah
$221K -$104K -199 -32%
71 72
73
74 75