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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
776
Cordatus Wealth Management
Pennsylvania
$792K +$728K +2,985 New
NA
777
NewEdge Advisors
Louisiana
$790K -$685K -2,810 -37%
CCB
778
Country Club Bank
Missouri
$784K -$7.32K -30 -1%
CCP
779
Clarkston Capital Partners
Michigan
$781K – – –
BAM
780
Belpointe Asset Management
Nevada
$781K +$16.1K +66 +2%
VFA
781
Voya Financial Advisors
Connecticut
$780K -$91.7K -376 -11%
IIL
782
Insight Inv LLC
California
$775K – – –
FFP
783
FourThought Financial Partners
Florida
$773K +$711K +2,914 New
LIM
784
Leavell Investment Management
Alabama
$769K – – –
TIA
785
Tiemann Investment Advisors
California
$762K -$38K -156 -5%
KIA
786
KCM Investment Advisors
California
$755K -$4.39K -18 -0.6%
WPC
787
Wedmont Private Capital
Pennsylvania
$755K +$176K +720 +35%
BC
788
Bridgefront Capital
Texas
$754K +$693K +2,842 New
VNIM
789
Vaughan Nelson Investment Management
Texas
$752K -$197K -810 -22%
WWM
790
Western Wealth Management
Colorado
$752K -$274K -1,123 -28%
KPWS
791
Kestra Private Wealth Services
Texas
$751K +$214K +876 +45%
AC
792
Avestar Capital
New York
$748K +$6.34K +26 +0.9%
BCM
793
BTC Capital Management
Iowa
$747K -$12.9K -53 -2%
WA
794
Wambolt & Associates
Colorado
$738K -$2.93K -12 -0.4%
AIM
795
Achmea Investment Management
Netherlands
$735K +$106K +433 +17%
SPWM
796
Schrum Private Wealth Management
Florida
$735K – – –
CGI
797
Comgest Global Investors
France
$725K – – –
AFP
798
Ausdal Financial Partners
Iowa
$724K -$54.1K -222 -8%
IFWM
799
Institute for Wealth Management
Colorado
$723K -$18.3K -75 -3%
ETH
800
Exos TFP Holdings
New York
$723K +$87.5K +359 +15%
30 31
32
33 34