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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1876
IPG Investment Advisors
California
$218K +$240K +549 New
EF
1877
Evanson Financial
Virginia
$218K +$239K +547 New
CCP
1878
Caden Capital Partners
California
$217K +$32.8K +75 +16%
MWM
1879
MinichMacGregor Wealth Management
New York
$216K +$238K +544 New
FCM
1880
Fortis Capital Management
Washington
$216K -$36.7K -84 -13%
BDF
1881
Black Diamond Financial
Maryland
$216K -$91.7K -210 -28%
SIA
1882
Sovereign Investment Advisors
Arizona
$216K +$21.8K +50 +10%
WH
1883
Wallace Hart
Kentucky
$216K – – –
BWS
1884
Buck Wealth Strategies
Colorado
$216K +$22.7K +52 +11%
WBC
1885
West Branch Capital
Massachusetts
$215K -$49.4K -113 -17%
WP
1886
WealthPLAN Partners
Nebraska
$215K +$15.7K +36 +7%
RWM
1887
Reston Wealth Management
Virginia
$214K -$17K -39 -7%
CCWM
1888
Correct Capital Wealth Management
Missouri
$214K – – –
FFA
1889
Founders Financial Alliance
North Carolina
$214K +$7.86K +18 +3%
WB
1890
Webster Bank
Connecticut
$214K -$21.8K -50 -9%
GG
1891
Greenwood Gearhart
Arkansas
$214K +$235K +538 New
WSFG
1892
Wall Street Financial Group
Illinois
$213K +$437 +1 +0.2%
FI
1893
Finivi Inc
Massachusetts
$212K -$343K -785 -60%
EWM
1894
Elite Wealth Management
Washington
$212K -$28K -64 -11%
AI
1895
Arvest Investments
Arkansas
$212K -$437 -1 -0.2%
AB
1896
Atlas Brown
Kentucky
$211K -$11.8K -27 -5%
DCP
1897
DSM Capital Partners
Florida
$211K +$232K +531 New
JMA
1898
J.M. Arbour
Maine
$211K -$25.3K -58 -10%
IIA
1899
Integral Investment Advisors
California
$211K -$2.18K -5 -0.9%
TWA
1900
TCI Wealth Advisors
Arizona
$210K -$1.31K -3 -0.6%
74 75
76
77 78