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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1851
Seldon Capital
California
$229K – – –
MAC
1852
Mason & Associates (California)
California
$229K +$16.6K +30 +7%
PW
1853
PUREfi Wealth
Massachusetts
$229K +$255K +462 New
OWA
1854
Opal Wealth Advisors
New York
$228K -$28.2K -51 -10%
GPW
1855
Genesis Private Wealth
Virginia
$228K +$255K +461 New
WSWA
1856
Warren Street Wealth Advisors
California
$228K -$3.87K -7 -1%
CFFP
1857
Center for Financial Planning
Michigan
$227K – – –
DO
1858
denkapparat Operations
Germany
$227K +$253K +458 New
GWM
1859
GDS Wealth Management
Texas
$227K +$253K +458 New
COCM
1860
Charter Oak Capital Management
New Hampshire
$226K +$4.42K +8 +2%
AC
1861
ASB Consultores
Florida
$226K -$227K -411 -47%
PWAM
1862
Private Wealth Asset Management
Iowa
$226K +$253K +457 New
CWM
1863
Centric Wealth Management
Illinois
$226K – – –
WLIM
1864
White Lighthouse Investment Management
Massachusetts
$226K +$4.98K +9 +2%
ITIM
1865
Indiana Trust & Investment Management
Indiana
$225K -$24.9K -45 -9%
PJSIMP
1866
P.J. Schmidt Investment Management (PJS)
Wisconsin
$225K +$13.8K +25 +6%
JSAM
1867
J. Safra Asset Management
New York
$225K -$27.1K -49 -10%
WG
1868
Welch Group
Alabama
$225K – – –
CWA
1869
Consilio Wealth Advisors
Washington
$224K +$9.4K +17 +4%
T
1870
Tableaux
Massachusetts
$224K +$251K +453 New
BIM
1871
Breakwater Investment Management
Washington
$223K – – –
WFG
1872
Wills Financial Group
Virginia
$223K – – –
NAMNJ
1873
NorthStar Asset Management (New Jersey)
New Jersey
$223K +$249K +450 New
BSI
1874
Bennett Selby Investments
Maine
$222K – – –
IFA
1875
Index Fund Advisors
California
$221K – – –
73 74
75
76 77