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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1876
Clearstead Trust
Maine
$123K -$1.44K -3 -1%
AGWCA
1877
Annis Gardner Whiting Capital Advisors
Florida
$122K -$35.5K -74 -21%
SWP
1878
Strategic Wealth Partners
Ohio
$121K -$927K -1,931 -88%
FMII
1879
Farmers & Merchants Investments Inc
Nebraska
$121K +$960 +2 +0.7%
CSC
1880
Cove Street Capital
California
$121K – – –
AFWM
1881
Abich Financial Wealth Management
Virginia
$119K +$127K +265 New
CSP
1882
Cary Street Partners
Virginia
$118K -$77.7K -162 -38%
TIM
1883
Tortoise Investment Management
New York
$117K – – –
WIM
1884
Westside Investment Management
California
$113K +$59.5K +124 +93%
NSIM
1885
North Star Investment Management
Illinois
$111K +$480 +1 +0.4%
GFWA
1886
Grey Fox Wealth Advisors
Delaware
$111K +$119K +248 New
HWA
1887
Heartwood Wealth Advisors
Virginia
$110K +$118K +245 New
CWM
1888
Cranbrook Wealth Management
Michigan
$109K – – –
CFD
1889
Creative Financial Designs
Indiana
$105K -$116K -241 -51%
CA
1890
Crewe Advisors
Utah
$99K +$960 +2 +0.9%
CCM
1891
Chilton Capital Management
Texas
$98.8K -$50.9K -106 -32%
IWM
1892
Inlight Wealth Management
Georgia
$98.8K – – –
TSMHT
1893
Thurston Springer Miller Herd & Titak
Indiana
$98.8K -$1.24M -2,589 -92%
ACM
1894
Aster Capital Management
United Arab Emirates
$97.5K +$105K +218 New
CPG
1895
Cornerstone Planning Group
New Jersey
$96.5K +$33.1K +69 +61%
DWA
1896
Delos Wealth Advisors
Texas
$93.9K – – –
CSB
1897
City State Bank
Iowa
$89.4K – – –
FLP
1898
Financial Life Planners
Arizona
$88.1K +$94.5K +197 New
HWM
1899
Hemington Wealth Management
Virginia
$88K -$16.3K -34 -15%
SL
1900
Salomon & Ludwin
Virginia
$85.9K +$70.5K +147 +342%
74 75
76
77 78