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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
751
Security Asset Management
New York
$901K +$45.6K +185 +6%
BAM
752
Belpointe Asset Management
Nevada
$896K +$139K +564 +19%
PIMJS
753
PKO Investment Management Joint-Stock
Poland
$894K +$370K +1,500 +75%
BM
754
Brandywine Managers
Delaware
$893K – – –
CW
755
CreativeOne Wealth
Kansas
$890K -$307K -1,245 -26%
SWS
756
SYSTM Wealth Solutions
Illinois
$884K +$365K +1,482 +75%
SP
757
SWS Partners
Ohio
$883K +$852K +3,458 New
DWM
758
Dakota Wealth Management
Florida
$875K +$62.8K +255 +8%
HWM
759
HB Wealth Management
Georgia
$867K +$13.1K +53 +2%
SB
760
Strategic Blueprint
Georgia
$862K +$22.2K +90 +3%
LOAME
761
Lombard Odier Asset Management (Europe)
United Kingdom
$862K +$43.1K +175 +5%
STA
762
Summit Trail Advisors
New York
$861K +$222K +903 +37%
HI
763
Horizon Investments
North Carolina
$856K +$87.5K +355 +12%
BC
764
Bartlett & Co
Ohio
$843K -$154K -625 -16%
BCWM
765
Bartlett & Co Wealth Management
Ohio
$843K -$154K -625 -16%
IGWM
766
ICA Group Wealth Management
Colorado
$840K -$12.6K -51 -2%
AG
767
Ascent Group
Virginia
$835K +$459K +1,865 +133%
CGL
768
Clarius Group LLC
Washington
$834K -$41.9K -170 -5%
WA
769
Wealth Alliance
New York
$832K -$10.1K -41 -1%
WEG
770
World Equity Group
Illinois
$830K +$9.99M +40,552 New
FMB
771
Field & Main Bank
Kentucky
$825K +$42.1K +171 +6%
SWM
772
Segment Wealth Management
Texas
$819K – – –
KPWS
773
Kestra Private Wealth Services
Texas
$817K +$89.9K +365 +13%
ITFISA
774
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$817K +$234K +950 +41%
VVP
775
Venture Visionary Partners
Ohio
$815K +$43.1K +175 +6%
29 30
31
32 33