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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
1801
Rothschild Investment LLC
Illinois
$296K -$8.37K -16 -3%
IA
1802
IFG Advisory
Georgia
$296K +$4.71K +9 +2%
NWM
1803
Northwest Wealth Management
Iowa
$295K – – –
CFS
1804
CRA Financial Services
New Jersey
$295K +$34K +65 +14%
CPA
1805
Capital Performance Advisors
California
$295K +$52.3K +100 +23%
SP
1806
Stonebrook Private
Michigan
$294K +$7.32K +14 +3%
SG
1807
Somerset Group
Minnesota
$293K – – –
IFU
1808
iSAM Funds (UK)
United Kingdom
$293K +$282K +539 New
OP
1809
Oslo Pensjonsforsikring
$293K – – –
WFA
1810
Wellspring Financial Advisors
Ohio
$292K +$281K +537 New
HKIMG
1811
Hutchens & Kramer Investment Management Group
Indiana
$292K -$14.1K -27 -5%
MCM
1812
MV Capital Management
Maryland
$289K – – –
PB
1813
Pinnacle Bancorp
Nebraska
$289K +$11K +21 +4%
PWA
1814
Provenance Wealth Advisors
Florida
$289K +$99.9K +191 +56%
SIC
1815
SFE Investment Counsel
California
$286K -$13.1K -25 -5%
SWA
1816
Strategies Wealth Advisors
Michigan
$285K -$103K -197 -27%
MPM
1817
MBB Public Markets
Illinois
$285K -$61.2K -117 -18%
CIS
1818
Continental Investors Services
Washington
$285K +$2.61K +5 +1%
NAMNJ
1819
NorthStar Asset Management (New Jersey)
New Jersey
$284K +$38.2K +73 +16%
RFA
1820
Register Financial Advisors
Georgia
$283K +$58.6K +112 +27%
MCM
1821
Mengis Capital Management
Oregon
$283K – – –
OWCM
1822
One Wealth Capital Management
Arizona
$283K -$14.6K -28 -5%
SLC
1823
Second Line Capital
Louisiana
$283K +$48.6K +93 +22%
FHWM
1824
Fox Hill Wealth Management
Massachusetts
$279K -$2.43M -4,640 -90%
JCM
1825
Jacobi Capital Management
Pennsylvania
$278K +$268K +512 New
71 72
73
74 75