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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
776
Geller Advisors
New York
$1.23M +$711K +2,349 +187%
AG
777
Ascent Group
Virginia
$1.22M +$233K +771 +24%
QI
778
Qtron Investments
Massachusetts
$1.22M +$643K +2,126 +147%
DWT
779
Dorsey & Whitney Trust
South Dakota
$1.21M +$323K +1,067 +43%
AA
780
ALPS Advisors
Colorado
$1.21M -$475K -1,571 -31%
EFM
781
E Fund Management
China
$1.21M -$204K -675 -16%
KWM
782
Kingsview Wealth Management
Oregon
$1.2M +$773K +2,556 +268%
BM
783
Brandywine Managers
Delaware
$1.2M – – –
1WA
784
180 Wealth Advisors
Washington
$1.19M -$16.6K -55 -2%
BFC
785
Bedel Financial Consulting
Indiana
$1.19M -$40.8K -135 -4%
WA
786
Wealth Alliance
New York
$1.17M +$53.6K +177 +5%
MFG
787
Merit Financial Group
Georgia
$1.17M +$102K +338 +11%
SP
788
SWS Partners
Ohio
$1.17M -$11.8K -39 -1%
KPWS
789
Kestra Private Wealth Services
Texas
$1.15M +$52.9K +175 +5%
SB
790
Strategic Blueprint
Georgia
$1.15M -$2.42K -8 -0.2%
SWM
791
Segment Wealth Management
Texas
$1.15M +$49.3K +163 +5%
FLPIM
792
F.L. Putnam Investment Management
Massachusetts
$1.15M +$1.02M +3,366 New
SWM
793
Sendero Wealth Management
Texas
$1.14M +$1.01M +3,345 New
CGL
794
Clarius Group LLC
Washington
$1.13M +$14.2K +47 +1%
CW
795
CreativeOne Wealth
Kansas
$1.13M -$55.4K -183 -5%
BC
796
Bartlett & Co
Ohio
$1.13M – – –
BCWM
797
Bartlett & Co Wealth Management
Ohio
$1.13M – – –
OMC
798
Old Mission Capital
Illinois
$1.12M +$266K +879 +37%
PCM
799
Prelude Capital Management
New York
$1.11M +$533K +1,763 +118%
SC
800
Scotia Capital
Ontario, Canada
$1.11M +$166K +550 +20%
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