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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
826
Ritholtz Wealth Management
New York
$970K +$96.2K +318 +13%
XT
827
XTX Topco
Cayman Islands
$968K -$551K -1,821 -39%
GIA
828
Gladstone Institutional Advisory
Florida
$966K +$855K +2,825 New
LOIM
829
Liberty One Investment Management
Illinois
$965K -$83.2K -275 -9%
TIA
830
Tiemann Investment Advisors
California
$963K -$16.6K -55 -2%
SS
831
Sunbelt Securities
Texas
$945K -$6.96K -23 -0.8%
FFP
832
FourThought Financial Partners
Florida
$927K -$23.9K -79 -3%
HCM
833
Hollencrest Capital Management
California
$925K – – –
CWM
834
Circle Wealth Management
New Jersey
$924K +$18.8K +62 +2%
FHA
835
Flagship Harbor Advisors
Massachusetts
$913K +$2.42K +8 +0.3%
IFWM
836
Institute for Wealth Management
Colorado
$910K +$3.33K +11 +0.4%
DWA
837
Douglass Winthrop Advisors
New York
$901K – – –
GCM
838
Geneva Capital Management
Wisconsin
$895K +$792K +2,618 New
FNT
839
First National Trust
Pennsylvania
$892K +$1.81K +6 +0.2%
VEA
840
Virtus ETF Advisers
New York
$890K +$787K +2,602 New
CGI
841
Comgest Global Investors
France
$886K +$42.1K +139 +6%
PWPS
842
Pinnacle Wealth Planning Services
Ohio
$885K +$57.5K +190 +8%
CI
843
Conning Inc
Connecticut
$884K -$98.3K -325 -11%
LG
844
LaFleur & Godfrey
Michigan
$883K – – –
CT
845
Columbia Trust
Oregon
$875K -$49.6K -164 -6%
KIA
846
KCM Investment Advisors
California
$869K -$49.9K -165 -6%
TTWM
847
TCV Trust & Wealth Management
Virginia
$869K -$15.1K -50 -2%
SF
848
Summit Financial
New Jersey
$862K +$82K +271 +12%
SPWM
849
Schrum Private Wealth Management
Florida
$861K -$30.3K -100 -4%
JIC
850
Joel Isaacson & Co
New York
$858K -$3.93K -13 -0.5%
32 33
34
35 36