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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
751
Spire Wealth Management
Virginia
$2.13M +$15.5K +41 +0.8%
AA
752
Altman Advisors
Illinois
$2.11M +$8.31K +22 +0.4%
EHC
753
Everett Harris & Co
California
$2.11M – – –
HH
754
Hilltop Holdings
Texas
$2.11M -$41.6K -110 -2%
SCM
755
Suvretta Capital Management
New York
$2.08M +$805K +2,130 +69%
TW
756
Transform Wealth
Colorado
$2.06M -$2.1M -5,566 -52%
RCM
757
Riverpark Capital Management
New York
$2.06M -$145K -384 -7%
IP
758
Intellectus Partners
California
$2.05M -$37.8K -100 -2%
RWB
759
RMR Wealth Builders
New Jersey
$2.04M +$235K +622 +14%
SP
760
Stablepoint Partners
Massachusetts
$2.04M +$255K +676 +15%
CPA
761
Court Place Advisors
Maryland
$2.03M -$285K -755 -13%
HSA
762
HBK Sorce Advisory
Pennsylvania
$2.01M -$121K -321 -6%
CFGS
763
Concourse Financial Group Securities
Alabama
$2M -$51.8K -137 -3%
GJWM
764
Gilliland Jeter Wealth Management
Arkansas
$1.98M – – –
SWM
765
Segment Wealth Management
Texas
$1.97M +$114K +303 +7%
TYCC
766
Texas Yale Capital Corp
Florida
$1.97M +$17.4K +46 +0.9%
HAG
767
HighPoint Advisor Group
Illinois
$1.96M +$616K +1,631 +47%
SFS
768
Stiles Financial Services
Minnesota
$1.95M -$26.5K -70 -1%
JGC
769
J. Goldman & Co
New York
$1.94M +$1.84M +4,866 New
CCP
770
Clarity Capital Partners
California
$1.94M +$409K +1,082 +29%
AWM
771
Accurate Wealth Management
Florida
$1.91M +$66.5K +176 +3%
GIA
772
Gladstone Institutional Advisory
Florida
$1.9M +$155K +409 +9%
AWM
773
Angeles Wealth Management
California
$1.89M +$48K +127 +3%
RAM
774
Redmond Asset Management
Virginia
$1.89M +$12.1K +32 +0.7%
SCA
775
Stonebridge Capital Advisors
Minnesota
$1.89M +$34.4K +91 +2%
29 30
31
32 33