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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWC
1826
Spectrum Wealth Counsel
Indiana
$221K -$19.3K -37 -8%
MC
1827
Matisse Capital
Oregon
$221K – – –
PCH
1828
PGIM Custom Harvest
New Jersey
$221K – – –
NAS
1829
NWF Advisory Services
California
$221K +$220K +423 New
ABTD
1830
Arvest Bank Trust Division
Oklahoma
$220K -$56.3K -108 -20%
USWIA
1831
UP Strategic Wealth Investment Advisors
Pennsylvania
$220K +$219K +421 New
RTC
1832
Riverview Trust Company
Washington
$220K – – –
CSP
1833
Cary Street Partners
Virginia
$220K +$219K +421 New
OWP
1834
Obermeyer Wealth Partners
Colorado
$219K +$4.17K +8 +2%
CWG
1835
Crown Wealth Group
North Carolina
$219K +$5.21K +10 +2%
MHWM
1836
Montz Harcus Wealth Management
Louisiana
$219K -$1.04K -2 -0.5%
GAM
1837
Griffin Asset Management
New York
$219K – – –
FWM
1838
Focused Wealth Management
New York
$218K +$218K +418 New
JC
1839
JB Capital
Connecticut
$218K -$8.33K -16 -4%
RWM
1840
Reston Wealth Management
Virginia
$218K – – –
GGS
1841
Galvin Gaustad & Stein
Arizona
$218K +$217K +417 New
AF
1842
Apexium Financial
Texas
$217K -$12K -23 -5%
CG
1843
CFO4Life Group
Texas
$217K +$217K +416 New
BSHC
1844
Breed's Hill Capital
Massachusetts
$217K +$217K +416 New
BCM
1845
Blume Capital Management
California
$217K -$4.17K -8 -2%
NSLI
1846
Nan Shan Life Insurance
Taiwan
$216K – – –
CA
1847
Continuum Advisory
Idaho
$216K -$39.6K -76 -16%
BCM
1848
Buckhead Capital Management
Georgia
$216K – – –
SIM
1849
Stratos Investment Management
Ohio
$215K +$215K +412 New
PWAC
1850
Private Wealth Advisors (California)
California
$215K +$214K +411 New
72 73
74
75 76