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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1901
Medallion Wealth Advisors
Connecticut
$81.4K +$480 +1 +0.6%
BFPW
1902
BOK Financial Private Wealth
Colorado
$80.5K – – –
CCA
1903
Catalyst Capital Advisors
New York
$80.1K -$236K -492 -73%
GKIM
1904
GW&K Investment Management
Massachusetts
$79K -$16.8K -35 -17%
QL
1905
Quarry LP
New York
$77.4K +$15.8K +33 +24%
AP
1906
Atwood & Palmer
Missouri
$76.5K -$1.92K -4 -2%
TWD
1907
True Wealth Design
Ohio
$75.8K +$12K +25 +17%
BTD
1908
BankPlus Trust Department
Mississippi
$75.6K +$7.68K +16 +10%
HWP
1909
Highline Wealth Partners
California
$73.8K -$89.3K -186 -53%
CWM
1910
Crowley Wealth Management
Delaware
$73.8K – – –
CHC
1911
City Holding Co
West Virginia
$73.3K +$2.4K +5 +3%
ABWM
1912
Alpine Bank Wealth Management
Colorado
$72.5K – – –
WPWM
1913
Western Pacific Wealth Management
Illinois
$71.6K -$864K -1,800 -92%
CTA
1914
Colonial Trust Advisors
South Carolina
$70.2K +$4.8K +10 +7%
MWPCG
1915
Measured Wealth Private Client Group
New Hampshire
$69.8K +$74.9K +156 New
HWA
1916
HHM Wealth Advisors
Tennessee
$68.9K -$7.2K -15 -9%
SC
1917
Solstein Capital
California
$67.5K – – –
FDCP
1918
Foster Dykema Cabot & Partners
Massachusetts
$65.7K – – –
JWA
1919
JFS Wealth Advisors
Pennsylvania
$65.7K – – –
BBPWM
1920
Blue Bell Private Wealth Management
Pennsylvania
$64.8K +$480 +1 +0.7%
SIC
1921
SJS Investment Consulting
Ohio
$64.4K +$50.9K +106 +279%
BIA
1922
Bell Investment Advisors
California
$64K -$24K -50 -26%
VWM
1923
Vermillion Wealth Management
Minnesota
$64K – – –
ME
1924
McIlrath & Eck
Washington
$63.5K -$3.36K -7 -5%
PE
1925
Point72 Europe
United Kingdom
$62.8K +$67.2K +140 New
75 76
77
78 79