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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
801
Atlas Wealth Partners
Pennsylvania
$708K – – –
KI
802
Kula Investments
Illinois
$708K +$683K +2,771 New
OWM
803
OneAscent Wealth Management
Alabama
$703K +$9.61K +39 +1%
MSE
804
MUFG Securities EMEA
United Kingdom
$702K -$124K -505 -16%
SS
805
Sunbelt Securities
Texas
$700K +$23.9K +97 +4%
AC
806
Avestar Capital
New York
$700K -$19.5K -79 -3%
VFA
807
Voya Financial Advisors
Connecticut
$699K -$32.5K -132 -5%
CT
808
Columbia Trust
Oregon
$695K -$78.1K -317 -10%
KIA
809
KCM Investment Advisors
California
$692K -$34K -138 -5%
HCM
810
Hollencrest Capital Management
California
$691K -$616K -2,500 -48%
WA
811
Wambolt & Associates
Colorado
$687K -$17.5K -71 -3%
SC
812
Scotia Capital
Ontario, Canada
$687K -$83K -337 -11%
EGM
813
Engineers Gate Manager
New York
$686K +$661K +2,685 New
FHA
814
Flagship Harbor Advisors
Massachusetts
$680K -$163K -661 -20%
LOAMS
815
Lombard Odier Asset Management (Switzerland)
Switzerland
$679K +$193K +782 +42%
IFWM
816
Institute for Wealth Management
Colorado
$677K -$18.7K -76 -3%
CWM
817
Circle Wealth Management
New Jersey
$675K – – –
TCM
818
Traynor Capital Management
Pennsylvania
$674K +$34.5K +140 +6%
DWA
819
Douglass Winthrop Advisors
New York
$673K – – –
MW
820
Marcum Wealth
Ohio
$671K +$421K +1,709 +186%
SPWM
821
Schrum Private Wealth Management
Florida
$669K -$37K -150 -5%
FNT
822
First National Trust
Pennsylvania
$665K +$49K +199 +8%
CTC
823
Central Trust Company
Missouri
$664K +$129K +524 +25%
TTWM
824
TCV Trust & Wealth Management
Virginia
$662K -$11.1K -45 -2%
O
825
Ossiam
France
$660K +$88.7K +360 +16%
31 32
33
34 35