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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1876
TTP Investments
California
$207K +$207K +397 New
DBIA
1877
Dumont & Blake Investment Advisors
New Jersey
$206K +$206K +395 New
WB
1878
Webster Bank
Connecticut
$205K +$37.5K +72 +22%
1WM
1879
1900 Wealth Management
Texas
$205K -$10.4K -20 -5%
SFP
1880
Sandbox Financial Partners
Maryland
$204K -$22.9K -44 -10%
PWP
1881
Perfromance Wealth Partners
Illinois
$204K +$203K +390 New
FMC
1882
First Merchants Corp
Indiana
$201K +$201K +386 New
MWM
1883
Marion Wealth Management
Pennsylvania
$201K +$201K +386 New
BCP
1884
Blue Chip Partners
Michigan
$201K +$3.65K +7 +2%
ST
1885
Spinnaker Trust
Maine
$201K +$201K +385 New
RDFA
1886
Ritter Daniher Financial Advisory
Ohio
$199K -$37K -71 -16%
CAL
1887
Capital Analysts LLC
Pennsylvania
$199K +$16.1K +31 +9%
ACM
1888
Adalta Capital Management
New York
$196K – – –
GEA
1889
Glen Eagle Advisors
New Jersey
$187K – – –
RA
1890
Rise Advisors
New York
$187K +$1.56K +3 +0.8%
MHR
1891
Matthew Hamilton Rosenberg
$180K – – –
NRG
1892
Nemes Rush Group
Michigan
$180K +$12K +23 +7%
PMFA
1893
Plante Moran Financial Advisors
Michigan
$177K +$13K +25 +8%
WWP
1894
WR Wealth Planners
Missouri
$176K -$208K -399 -54%
EFP
1895
EnRich Financial Partners
Wisconsin
$175K – – –
TIM
1896
Tortoise Investment Management
New York
$175K +$6.77K +13 +4%
VHAM
1897
Van Hulzen Asset Management
California
$170K +$169K +325 New
RFS
1898
Richardson Financial Services
Massachusetts
$167K +$94.8K +182 +135%
RCM
1899
Raleigh Capital Management
North Carolina
$166K +$12.5K +24 +8%
JFGIW
1900
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$165K +$6.77K +13 +5%
74 75
76
77 78