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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
1901
Charter Oak Capital Management
New Hampshire
$243K -$5.23K -10 -2%
MWM
1902
Marion Wealth Management
Pennsylvania
$242K +$18.8K +36 +9%
VCM
1903
Vivaldi Capital Management
Illinois
$242K +$233K +446 New
CAL
1904
Capital Analysts LLC
Pennsylvania
$242K +$9.41K +18 +4%
BOPW
1905
Brandywine Oak Private Wealth
Pennsylvania
$241K -$523 -1 -0.2%
FOA
1906
Five Oceans Advisors
California
$240K +$1.57K +3 +0.7%
CWA
1907
Consilio Wealth Advisors
Washington
$240K -$1.57K -3 -0.7%
MWA
1908
Motive Wealth Advisors
Michigan
$239K +$17.3K +33 +8%
CMP
1909
Courage Miller Partners
Virginia
$238K – – –
BCP
1910
Blue Chip Partners
Michigan
$237K +$228K +437 New
GGA
1911
Granite Group Advisors
Connecticut
$237K -$107K -205 -32%
QPWM
1912
Quadrant Private Wealth Management
Pennsylvania
$236K -$32.4K -62 -12%
MAC
1913
Mason & Associates (California)
California
$236K -$14.6K -28 -6%
AWP
1914
Abacus Wealth Partners
California
$236K +$227K +434 New
GAA
1915
Green Alpha Advisors
Colorado
$235K -$50.2K -96 -18%
AA
1916
Auxano Advisors
Washington
$235K +$2.09K +4 +0.9%
BSI
1917
Bennett Selby Investments
Maine
$235K -$8.89K -17 -4%
PCS
1918
Private Client Services
Kentucky
$235K +$226K +432 New
GMA
1919
Glassy Mountain Advisors
Maryland
$234K -$228K -436 -50%
LI
1920
LifeWealth Investments
Florida
$234K +$225K +431 New
SI
1921
Seeds Investor
New York
$234K -$49.1K -94 -18%
CSP
1922
Cary Street Partners
Virginia
$231K +$7.32K +14 +3%
CWG
1923
Crown Wealth Group
North Carolina
$231K -$7.84K -15 -3%
BSHC
1924
Breed's Hill Capital
Massachusetts
$231K +$4.71K +9 +2%
MHWM
1925
Montz Harcus Wealth Management
Louisiana
$230K -$3.14K -6 -1%
75 76
77
78 79