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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
1901
Fortis Group Advisors
New Jersey
$85.4K – – –
GG
1902
Gleason Group
Kentucky
$85K – – –
MWA
1903
Medallion Wealth Advisors
Connecticut
$81.4K +$480 +1 +0.6%
BFPW
1904
BOK Financial Private Wealth
Colorado
$80.5K – – –
CCA
1905
Catalyst Capital Advisors
New York
$80.1K -$236K -492 -73%
GKIM
1906
GW&K Investment Management
Massachusetts
$79K -$16.8K -35 -17%
QL
1907
Quarry LP
New York
$77.4K +$15.8K +33 +24%
AP
1908
Atwood & Palmer
Missouri
$76.5K -$1.92K -4 -2%
TWD
1909
True Wealth Design
Ohio
$75.8K +$12K +25 +17%
BTD
1910
BankPlus Trust Department
Mississippi
$75.6K +$7.68K +16 +10%
HWP
1911
Highline Wealth Partners
California
$73.8K -$89.3K -186 -53%
CWM
1912
Crowley Wealth Management
Delaware
$73.8K – – –
CHC
1913
City Holding Co
West Virginia
$73.3K +$2.4K +5 +3%
ABWM
1914
Alpine Bank Wealth Management
Colorado
$72.5K – – –
WPWM
1915
Western Pacific Wealth Management
Illinois
$71.6K -$864K -1,800 -92%
CTA
1916
Colonial Trust Advisors
South Carolina
$70.2K +$4.8K +10 +7%
MWPCG
1917
Measured Wealth Private Client Group
New Hampshire
$69.8K +$74.9K +156 New
HWA
1918
HHM Wealth Advisors
Tennessee
$68.9K -$7.2K -15 -9%
SC
1919
Solstein Capital
California
$67.5K – – –
FDCP
1920
Foster Dykema Cabot & Partners
Massachusetts
$65.7K – – –
JWA
1921
JFS Wealth Advisors
Pennsylvania
$65.7K – – –
BBPWM
1922
Blue Bell Private Wealth Management
Pennsylvania
$64.8K +$480 +1 +0.7%
SIC
1923
SJS Investment Consulting
Ohio
$64.4K +$50.9K +106 +279%
BIA
1924
Bell Investment Advisors
California
$64K -$24K -50 -26%
VWM
1925
Vermillion Wealth Management
Minnesota
$64K – – –
75 76
77
78 79