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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1876
Strategic Wealth Partners
Ohio
$121K -$927K -1,931 -88%
FMII
1877
Farmers & Merchants Investments Inc
Nebraska
$121K +$960 +2 +0.7%
CSC
1878
Cove Street Capital
California
$121K – – –
AFWM
1879
Abich Financial Wealth Management
Virginia
$119K +$127K +265 New
CSP
1880
Cary Street Partners
Virginia
$118K -$77.7K -162 -38%
TIM
1881
Tortoise Investment Management
New York
$117K – – –
WIM
1882
Westside Investment Management
California
$113K +$59.5K +124 +93%
NSIM
1883
North Star Investment Management
Illinois
$111K +$480 +1 +0.4%
GFWA
1884
Grey Fox Wealth Advisors
Delaware
$111K +$119K +248 New
HWA
1885
Heartwood Wealth Advisors
Virginia
$110K +$118K +245 New
CWM
1886
Cranbrook Wealth Management
Michigan
$109K – – –
CFD
1887
Creative Financial Designs
Indiana
$105K -$116K -241 -51%
CA
1888
Crewe Advisors
Utah
$99K +$960 +2 +0.9%
CCM
1889
Chilton Capital Management
Texas
$98.8K -$50.9K -106 -32%
IWM
1890
Inlight Wealth Management
Georgia
$98.8K – – –
TSMHT
1891
Thurston Springer Miller Herd & Titak
Indiana
$98.8K -$1.24M -2,589 -92%
ACM
1892
Aster Capital Management
United Arab Emirates
$97.5K +$105K +218 New
CPG
1893
Cornerstone Planning Group
New Jersey
$96.5K +$33.1K +69 +61%
DWA
1894
Delos Wealth Advisors
Texas
$93.9K – – –
CSB
1895
City State Bank
Iowa
$89.4K – – –
FLP
1896
Financial Life Planners
Arizona
$88.1K +$94.5K +197 New
HWM
1897
Hemington Wealth Management
Virginia
$88K -$16.3K -34 -15%
SL
1898
Salomon & Ludwin
Virginia
$85.9K +$70.5K +147 +342%
FGA
1899
Fortis Group Advisors
New Jersey
$85.4K – – –
GG
1900
Gleason Group
Kentucky
$85K – – –
74 75
76
77 78