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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FMB
776
Field & Main Bank
Kentucky
$576K +$19.3K +90 +3%
GWM
777
Geneos Wealth Management
Colorado
$574K +$27.9K +130 +4%
HWA
778
Heritage Wealth Advisors
Virginia
$573K +$279K +1,299 +74%
ZCA
779
Zeke Capital Advisors
Pennsylvania
$570K -$673K -3,134 -51%
TIA
780
Tiemann Investment Advisors
California
$567K +$4.29K +20 +0.7%
VVP
781
Venture Visionary Partners
Ohio
$566K – – –
CCB
782
Country Club Bank
Missouri
$564K +$35.7K +166 +6%
SFA
783
Sequoia Financial Advisors
Ohio
$563K -$50.3K -234 -7%
B
784
Bellecapital
Switzerland
$563K +$41K +191 +7%
CI
785
Clal Insurance
Israel
$562K -$473K -2,200 -42%
AFP
786
Ausdal Financial Partners
Iowa
$553K -$5.16K -24 -0.8%
CCP
787
Clarkston Capital Partners
Michigan
$552K – – –
FF
788
FourThought Financial
Florida
$547K -$55.8K -260 -8%
IIL
789
Insight Inv LLC
California
$547K – – –
SSWM
790
Smith Salley Wealth Management
North Carolina
$546K +$48.8K +227 +8%
LIM
791
Leavell Investment Management
Alabama
$543K +$155K +724 +33%
BAM
792
Belpointe Asset Management
Nevada
$540K +$426K +1,983 +221%
KIA
793
KCM Investment Advisors
California
$537K -$81.8K -381 -12%
BCM
794
BTC Capital Management
Iowa
$537K +$21.5K +100 +4%
GVAG
795
Great Valley Advisor Group
Delaware
$531K -$524K -2,442 -46%
S
796
Seeyond
France
$528K -$159K -742 -21%
NW
797
NewEdge Wealth
Pennsylvania
$525K -$839K -3,908 -58%
DWM
798
Dakota Wealth Management
Florida
$525K -$192K -894 -24%
IFWM
799
Institute for Wealth Management
Colorado
$525K -$4.29K -20 -0.7%
STA
800
Summit Trail Advisors
New York
$525K +$55.4K +258 +10%
30 31
32
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