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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1826
Hodges Capital Management
Texas
$233K -$153K -350 -37%
CFS
1827
Commonwealth Financial Services
West Virginia
$233K -$19.2K -44 -7%
PWP
1828
Ponta Wealth Partners
Florida
$233K +$38.9K +89 +18%
EGWAG
1829
Elwood & Goetz Wealth Advisory Group
Georgia
$233K -$8.74K -20 -3%
SWA
1830
Shah Wealth Advisors
California
$233K +$256K +586 New
MAG
1831
Mokosak Advisory Group
Iowa
$233K -$22.3K -51 -8%
LNB
1832
Ledyard National Bank
$231K -$32.3K -74 -11%
CA
1833
Cornerstone Advisory
Maryland
$231K -$874 -2 -0.3%
GDP
1834
Great Diamond Partners
Maine
$231K -$20.1K -46 -7%
DCM
1835
Donaldson Capital Management
Indiana
$230K +$13.1K +30 +5%
SL
1836
Summitry LLC
California
$230K +$253K +579 New
BWP
1837
Burling Wealth Partners
Illinois
$230K -$8.74K -20 -3%
BTIM
1838
BancFirst Trust & Investment Management
Oklahoma
$229K +$247K +565 New
BOH
1839
Bank of Hawaii
Hawaii
$229K -$824K -1,885 -77%
NWM
1840
Northwest Wealth Management
Iowa
$228K +$6.55K +15 +3%
SFG
1841
Sunburst Financial Group
Alabama
$228K +$13.5K +31 +6%
WKSWA
1842
White Knight Strategic Wealth Advisors
New Jersey
$228K +$36.3K +83 +17%
CWA
1843
Crusonia Wealth Advisors
Colorado
$228K +$251K +574 New
GSWM
1844
Greenup Street Wealth Management
Michigan
$228K -$9.18K -21 -4%
SWA
1845
Strategies Wealth Advisors
Michigan
$226K -$437 -1 -0.2%
TBWA
1846
Three Bridge Wealth Advisors
California
$226K +$248K +568 New
JGGDR
1847
JGP Global Gestao de Recursos
Brazil
$225K -$80.4K -184 -25%
BI
1848
Beckerman Institutional
New Jersey
$224K -$8.74K -20 -3%
TWM
1849
Topsail Wealth Management
North Carolina
$224K -$4.37K -10 -2%
EWM
1850
Elevatus Welath Management
New York
$224K – – –
72 73
74
75 76