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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
851
Harbor Investment Advisory
Maryland
$612K +$4.63K +19 +0.8%
VFA
852
Values First Advisors
Tennessee
$612K +$65.3K +268 +13%
AAS
853
Ameritas Advisory Services
Nebraska
$611K +$81.9K +336 +17%
ITFISA
854
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$610K +$195K +800 +53%
HCMG
855
Howard Capital Management Group
California
$607K – – –
AWP
856
Atlas Wealth Partners
Pennsylvania
$607K +$585K +2,400 New
IAS
857
Insigneo Advisory Services
Florida
$606K +$557K +2,284 New
DI
858
Diligent Investors
California
$606K -$6.1K -25 -1%
FUBT
859
First United Bank & Trust
Maryland
$596K +$1.22K +5 +0.2%
HT
860
Heritage Trust
Oklahoma
$594K -$10.2K -42 -2%
O
861
Ossiam
France
$590K -$31.5K -129 -5%
PAG
862
Private Advisor Group
New Jersey
$589K +$109K +448 +4%
LWMM
863
Legacy Wealth Management (Mississippi)
Mississippi
$586K – – –
CWP
864
Cyndeo Wealth Partners
Florida
$584K +$537K +2,201 New
MFS
865
Monetta Financial Services
Illinois
$584K +$536K +2,200 New
B
866
Bellecapital
Switzerland
$583K -$197K -806 -27%
SBIA
867
Sheaff Brock Investment Advisors
Indiana
$583K +$5.36K +22 +1%
HWMA
868
Heritage Wealth Management (Arizona)
Arizona
$581K +$267K +1,095 +100%
JWCA
869
J.W. Cole Advisors
Florida
$576K +$125K +511 +31%
RIL
870
Rothschild Investment LLC
Illinois
$569K -$78.3K -321 -13%
HI
871
Harrington Investments
California
$569K – – –
EWM
872
Endurance Wealth Management
Rhode Island
$564K – – –
MIM
873
Moseley Investment Management
Florida
$555K +$1.95K +8 +0.4%
SIG
874
Stonegate Investment Group
Alabama
$555K +$197K +807 +63%
GFP
875
Gryphon Financial Partners
Ohio
$554K -$17.3K -71 -3%
33 34
35
36 37