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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1826
Asset Dedication LLC
California
$243K -$23.8K -43 -8%
WRPWM
1827
Werba Rubin Papier Wealth Management
California
$243K -$553 -1 -0.2%
CFP
1828
Cascade Financial Partners
California
$243K -$3.32K -6 -1%
CWA
1829
Canvas Wealth Advisors
Kansas
$242K +$9.95K +18 +4%
AW
1830
Alteri Wealth
California
$241K -$6.64K -12 -2%
PMFA
1831
Plante Moran Financial Advisors
Michigan
$240K +$80.2K +145 +43%
PSP
1832
Principal Street Partners
Tennessee
$240K – – –
RDFA
1833
Ritter Daniher Financial Advisory
Ohio
$240K +$56.4K +102 +27%
WCFA
1834
Walkner Condon Financial Advisors
Wisconsin
$238K +$266K +481 New
TFF
1835
The Family Firm
Maryland
$238K -$18.3K -33 -6%
CFD
1836
Creative Financial Designs
Indiana
$237K -$8.29K -15 -3%
PL
1837
Plancorp LLC
Missouri
$237K +$27.1K +49 +11%
CA
1838
Calton & Associates
Florida
$237K +$265K +479 New
CFS
1839
CRA Financial Services
New Jersey
$237K +$44.2K +80 +20%
NAM
1840
NTV Asset Management
West Virginia
$236K +$263K +476 New
1WM
1841
1900 Wealth Management
Texas
$235K +$45.9K +83 +21%
HIIFS
1842
Harel Insurance Investments & Financial Services
Israel
$235K +$263K +475 New
MFC
1843
Morris Financial Concepts
South Carolina
$235K +$4.98K +9 +2%
UIA
1844
Ulland Investment Advisors
Minnesota
$234K -$147K -265 -36%
AF
1845
Apexium Financial
Texas
$234K +$31K +56 +13%
CPW
1846
Cove Private Wealth
New York
$232K +$259K +469 New
SEP
1847
Southland Equity Partners
Missouri
$232K -$3.32K -6 -1%
HWM
1848
Heirloom Wealth Management
Colorado
$230K – – –
SIMG
1849
Stephens Investment Management Group
Texas
$230K – – –
KCM
1850
Kanawha Capital Management
Virginia
$229K -$2.77K -5 -1%
72 73
74
75 76