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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
826
Azzad Asset Management
Virginia
$2.64M +$24.5K +51 +0.9%
TE
827
Tema ETFs
New York
$2.64M +$2.84M +5,912 New
KWM
828
Keebeck Wealth Management
Illinois
$2.64M -$142K -296 -5%
FBT
829
First Bank & Trust
South Dakota
$2.63M -$101K -210 -3%
WPC
830
Wedmont Private Capital
Pennsylvania
$2.62M -$356K -742 -11%
SSWM
831
Smith Salley Wealth Management
North Carolina
$2.61M +$471K +981 +20%
PCIA
832
Prime Capital Investment Advisors
Kansas
$2.6M +$92.1K +192 +3%
TVWM
833
Tower View Wealth Management
Wisconsin
$2.6M +$92.1K +192 +3%
GITFIT
834
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.59M +$960K +2,000 +53%
ABTD
835
Arvest Bank Trust Division
Oklahoma
$2.59M -$24.5K -51 -0.9%
BC
836
Broadwater Capital
Massachusetts
$2.58M – – –
SAM
837
Sectoral Asset Management
Quebec, Canada
$2.57M +$240K +500 +10%
DGM
838
Delta Global Management
New York
$2.57M +$2.76M +5,743 New
SC
839
Savant Capital
Illinois
$2.56M -$30.2K -63 -1%
FWP
840
Falcon Wealth Planning
California
$2.56M -$22.1K -46 -0.8%
SC
841
Scotia Capital
Ontario, Canada
$2.54M -$146K -305 -5%
OAM
842
Oak Asset Management
California
$2.54M -$852K -1,775 -24%
RWM
843
Ritholtz Wealth Management
New York
$2.54M +$20.6K +43 +0.8%
WI
844
Westbourne Investments
Virginia
$2.52M -$52.8K -110 -2%
MIC
845
Maxi Investments CY
Cyprus
$2.51M – – –
SWA
846
Stratos Wealth Advisors
Ohio
$2.51M -$358K -745 -12%
CAM
847
Cresset Asset Management
Illinois
$2.5M +$294K +612 +12%
FPAS
848
Focus Partners Advisor Solutions
Missouri
$2.47M +$446K +930 +25%
CMI
849
Clare Market Investments
Texas
$2.46M -$241K -503 -8%
SFS
850
Stiles Financial Services
Minnesota
$2.46M +$195K +407 +8%
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