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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1801
LifeWealth Investments
Florida
$289K +$94.1K +186 +42%
GDP
1802
Great Diamond Partners
Maine
$289K -$24.3K -48 -7%
ITIM
1803
Indiana Trust & Investment Management
Indiana
$288K – – –
FC
1804
Fairscale Capital
New Hampshire
$287K – – –
CM
1805
Cercano Management
Washington
$286K – – –
CCWM
1806
Cassaday & Co Wealth Management
Virginia
$286K -$32.9K -65 -9%
GIP
1807
Granite Investment Partners
California
$285K -$25.3K -50 -7%
ACM
1808
Alessandra Capital Management
California
$284K – – –
RSC
1809
Red Spruce Capital
Pennsylvania
$284K +$75.4K +149 +32%
BHC
1810
Bull Harbor Capital
Maryland
$283K +$311K +614 New
FBT
1811
First Bankers Trust
Kentucky
$283K – – –
JHC
1812
J. Hagan Capital
Kentucky
$282K – – –
PFG
1813
Putney Financial Group
California
$281K -$15.2K -30 -5%
JCM
1814
Jacobsen Capital Management
Utah
$281K +$8.1K +16 +3%
EGWAG
1815
Elwood & Goetz Wealth Advisory Group
Georgia
$279K +$506 +1 +0.2%
KCM
1816
Kathmere Capital Management
Pennsylvania
$279K +$21.2K +42 +7%
ALAM
1817
Asahi Life Asset Management
Japan
$278K -$331K -655 -52%
GLR
1818
Great Lakes Retirement
Ohio
$278K +$10.1K +20 +3%
AT
1819
Arlington Trust
Alabama
$278K +$40.5K +80 +15%
KJHP
1820
K.J. Harrison & Partners
Ontario, Canada
$278K -$17.7K -35 -5%
4WM
1821
44 Wealth Management
Oregon
$277K -$74.9K -148 -20%
BWP
1822
Burling Wealth Partners
Illinois
$276K -$129K -255 -30%
EWM
1823
Elite Wealth Management
Washington
$275K -$7.89M -15,589 -96%
WA
1824
Waystone Advisors
Washington
$274K +$14.2K +28 +5%
SP
1825
Stonebrook Private
Michigan
$274K +$27.8K +55 +10%
71 72
73
74 75