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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
1951
Charter Oak Capital Management
New Hampshire
$259K +$4.26K +8 +2%
ST
1952
Spinnaker Trust
Maine
$259K +$244K +458 New
CAL
1953
Capital Analysts LLC
Pennsylvania
$259K +$3.73K +7 +2%
WFG
1954
Wills Financial Group
Virginia
$257K – – –
BIM
1955
Breakwater Investment Management
Washington
$255K -$532 -1 -0.2%
BAM
1956
Berkshire Asset Management
Pennsylvania
$255K -$1.06K -2 -0.4%
LW
1957
Livet Wealth
Utah
$255K +$240K +451 New
FPW
1958
Flagship Private Wealth
Massachusetts
$255K – – –
MWA
1959
Motive Wealth Advisors
Michigan
$254K +$239K +449 New
VFP
1960
Vilga Financial Planning
New Jersey
$254K +$239K +449 New
HR
1961
Hardy Reed
Mississippi
$253K +$238K +447 New
OBWG
1962
Onyx Bridge Wealth Group
New York
$253K -$12.8K -24 -5%
PWAM
1963
Private Wealth Asset Management
Iowa
$252K – – –
CWA
1964
Canvas Wealth Advisors
Kansas
$252K +$237K +445 New
CP
1965
Clarendon Private
Massachusetts
$252K +$237K +445 New
T
1966
TrustBank
Illinois
$252K +$237K +445 New
CG
1967
CFO4Life Group
Texas
$251K +$236K +444 New
BOPW
1968
Brandywine Oak Private Wealth
Pennsylvania
$251K +$236K +443 New
GGA
1969
Granite Group Advisors
Connecticut
$251K -$4.79K -9 -2%
CWA
1970
Consilio Wealth Advisors
Washington
$250K +$235K +442 New
AGC
1971
Aspen Grove Capital
Colorado
$250K -$6.92K -13 -3%
LI
1972
LifeWealth Investments
Florida
$250K -$29.3K -55 -11%
OP
1973
ORG Partners
Indiana
$250K +$32.5K +61 +16%
MIFH
1974
Migdal Insurance & Financial Holdings
Israel
$249K -$25K -47 -10%
3IP
1975
3Chopt Investment Partners
Virginia
$249K +$234K +439 New
77 78
79
80 81