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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1826
Jacobsen Capital Management
Utah
$240K -$3.06K -7 -1%
CCWM
1827
Cassaday & Co Wealth Management
Virginia
$239K -$7.86K -18 -3%
KJHP
1828
K.J. Harrison & Partners
Ontario, Canada
$239K – – –
GIM
1829
Goelzer Investment Management
Indiana
$239K +$35.4K +81 +16%
PFG
1830
Putney Financial Group
California
$239K -$4.37K -10 -2%
ICP
1831
Impact Capital Partners
Colorado
$238K -$70.8K -162 -21%
WPA
1832
West Paces Advisors
Georgia
$238K +$2.18K +5 +0.8%
LA
1833
LexAurum Advisors
Kansas
$236K -$874 -2 -0.3%
VFA
1834
Voya Financial Advisors
Connecticut
$235K -$44.1K -101 -15%
GLR
1835
Great Lakes Retirement
Ohio
$235K -$5.68K -13 -2%
LSPW
1836
Lake Street Private Wealth
Illinois
$235K +$258K +591 New
SB
1837
SIG Brokerage
New York
$235K +$258K +591 New
HCM
1838
Hodges Capital Management
Texas
$233K -$153K -350 -37%
CFS
1839
Commonwealth Financial Services
West Virginia
$233K -$19.2K -44 -7%
PWP
1840
Ponta Wealth Partners
Florida
$233K +$38.9K +89 +18%
EGWAG
1841
Elwood & Goetz Wealth Advisory Group
Georgia
$233K -$8.74K -20 -3%
SWA
1842
Shah Wealth Advisors
California
$233K +$256K +586 New
MAG
1843
Mokosak Advisory Group
Iowa
$233K -$22.3K -51 -8%
LNB
1844
Ledyard National Bank
$231K -$32.3K -74 -11%
CA
1845
Cornerstone Advisory
Maryland
$231K -$874 -2 -0.3%
GDP
1846
Great Diamond Partners
Maine
$231K -$20.1K -46 -7%
DCM
1847
Donaldson Capital Management
Indiana
$230K +$13.1K +30 +5%
SL
1848
Summitry LLC
California
$230K +$253K +579 New
BWP
1849
Burling Wealth Partners
Illinois
$230K -$8.74K -20 -3%
BTIM
1850
BancFirst Trust & Investment Management
Oklahoma
$229K +$247K +565 New
72 73
74
75 76