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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SSCA
1851
South Shore Capital Advisors
Massachusetts
$224K – – –
3IP
1852
3Chopt Investment Partners
Virginia
$223K +$43.7K +100 +22%
IA
1853
IFG Advisory
Georgia
$223K +$246K +562 New
ESB
1854
Essex Savings Bank
Connecticut
$223K -$55.5K -127 -18%
CPL
1855
Corecam Pte Ltd
$223K +$245K +560 New
WA
1856
Westfuller Advisors
New York
$222K -$12.2K -28 -5%
IA
1857
Inspire Advisors
Idaho
$221K +$243K +556 New
HEM
1858
Henson-Edgewater Management
Ohio
$221K -$251K -575 -51%
MFS
1859
Mirabella Financial Services
United Kingdom
$220K -$97.4K -223 -29%
OWP
1860
Obermeyer Wealth Partners
Colorado
$220K +$22.7K +52 +10%
SG
1861
Somerset Group
Minnesota
$220K – – –
FFA
1862
Fi3 Financial Advisors
Indiana
$220K +$64.2K +147 +21%
SIA
1863
Spectrum Investment Advisors
Wisconsin
$219K +$240K +550 New
IIA
1864
IPG Investment Advisors
California
$218K +$240K +549 New
EF
1865
Evanson Financial
Virginia
$218K +$239K +547 New
CCP
1866
Caden Capital Partners
California
$217K +$32.8K +75 +16%
MWM
1867
MinichMacGregor Wealth Management
New York
$216K +$238K +544 New
FCM
1868
Fortis Capital Management
Washington
$216K -$36.7K -84 -13%
BDF
1869
Black Diamond Financial
Maryland
$216K -$91.7K -210 -28%
SIA
1870
Sovereign Investment Advisors
Arizona
$216K +$21.8K +50 +10%
WH
1871
Wallace Hart
Kentucky
$216K – – –
BWS
1872
Buck Wealth Strategies
Colorado
$216K +$22.7K +52 +11%
WBC
1873
West Branch Capital
Massachusetts
$215K -$49.4K -113 -17%
WP
1874
WealthPLAN Partners
Nebraska
$215K +$15.7K +36 +7%
RWM
1875
Reston Wealth Management
Virginia
$214K -$17K -39 -7%
73 74
75
76 77