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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
2301
EnRich Financial Partners
Wisconsin
– -$175K -336 Closed
VHAM
2302
Van Hulzen Asset Management
California
– -$170K -325 Closed
EBA
2303
Eagle Bay Advisors
New York
– -$112K -214 Closed
CAS
2304
Coppell Advisory Solutions
Texas
– -$79.3K -150 Closed
KI
2305
Kapitalo Investimentos
Brazil
– -$52.2K -100 Closed
CJ
2306
Caitlin John
Michigan
– -$51.2K -98 Closed
FF
2307
Friedenthal Financial
New Jersey
– -$49.1K -94 Closed
PCWA
2308
Pacific Capital Wealth Advisors
California
– -$40.7K -78 Closed
DRP
2309
Decker Retirement Planning
Utah
– -$36K -69 Closed
MCM
2310
MidAtlantic Capital Management
Virginia
– -$35.5K -68 Closed
KBFS
2311
Kohmann Bosshard Financial Services
Ohio
– -$30.8K -59 Closed
HCA
2312
Heck Capital Advisors
Wisconsin
– -$23K -44 Closed
OCM
2313
Osterweis Capital Management
California
– -$20.9K -40 Closed
BONH
2314
Bank of New Hampshire
New Hampshire
– -$18.3K -35 Closed
MCM
2315
Mainstream Capital Management
California
– -$16.7K -32 Closed
SC
2316
Stephens Consulting
Michigan
– -$16.7K -32 Closed
SAM
2317
Synergy Asset Management
Washington
– -$14.7K -30 Closed
MFG
2318
Menard Financial Group
Texas
– -$14.1K -27 Closed
TPW
2319
Talon Private Wealth
Florida
– -$14.1K -27 Closed
PA
2320
PSI Advisors
Florida
– -$13K -25 Closed
OA
2321
Operose Advisors
Wisconsin
– -$11.5K -22 Closed
PIS
2322
POM Investment Strategies
North Carolina
– -$9.39K -18 Closed
LDB
2323
Lee, Danner & Bass
Tennessee
– -$7.31K -14 Closed
FIA
2324
FPC Investment Advisory
California
– -$7.43K -13 Closed
MA
2325
Modus Advisors
Minnesota
– -$6.26K -12 Closed
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