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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
726
Brighton Jones LLC
Washington
$995K +$52.2K +214 +6%
CRC
727
Curi RMB Capital
Illinois
$991K +$26.6K +109 +3%
ACM
728
Alamar Capital Management
California
$990K -$975 -4 -0.1%
IB
729
Iyo Bank
Japan
$987K – – –
IFAM
730
Institutional & Family Asset Management
Colorado
$986K – – –
SVWAG
731
Sound View Wealth Advisors Group
Georgia
$984K +$116K +477 +20%
WAP
732
Wealthcare Advisory Partners
Pennsylvania
$982K +$902K +3,700 New
PA
733
Parallel Advisors
California
$964K +$114K +466 +15%
GAG
734
GM Advisory Group
New York
$961K – – –
BFC
735
Bedel Financial Consulting
Indiana
$960K – – –
PFWA
736
Paces Ferry Wealth Advisors
Georgia
$946K +$731 +3 +0.1%
SS
737
Simplicity Solutions
Minnesota
$935K +$267K +1,094 +45%
SEC
738
Seven Eight Capital
New York
$933K -$2.36M -9,672 -73%
BM
739
Brandywine Managers
Delaware
$927K – – –
CB
740
CNB Bank
Pennsylvania
$921K +$30.7K +126 +4%
CGL
741
Clarius Group LLC
Washington
$911K +$25.1K +103 +3%
FA
742
FDx Advisors
Illinois
$910K -$254K -1,040 -23%
WCA
743
Waratah Capital Advisors
Ontario, Canada
$905K +$832K +3,412 New
HWM
744
HB Wealth Management
Georgia
$887K +$198K +811 +32%
SAM
745
Security Asset Management
New York
$886K – – –
AP
746
Americana Partners
Texas
$886K +$965K +3,959 +119%
IGWM
747
ICA Group Wealth Management
Colorado
$886K -$407K -1,669 -33%
1WA
748
180 Wealth Advisors
Washington
$886K -$13.4K -55 -2%
FHA
749
Flagship Harbor Advisors
Massachusetts
$882K +$1.95K +8 +0.2%
WA
750
Wealth Alliance
New York
$875K +$341K +1,397 +73%
28 29
30
31 32