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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
851
Stone Run Capital
New York
$856K – – –
SBH
852
Segall Bryant & Hamill
Illinois
$855K +$12.4K +41 +2%
IIA
853
IPG Investment Advisors
California
$850K +$752K +2,485 New
MOS
854
MGO One Seven
Ohio
$849K +$32.4K +107 +5%
FUBT
855
First United Bank & Trust
Maryland
$845K +$14.2K +47 +2%
MAM
856
Martingale Asset Management
Massachusetts
$839K +$489K +1,617 +193%
PWM
857
Purus Wealth Management
California
$838K +$339K +1,120 +84%
HF
858
HRT Financial
New York
$838K +$742K +2,451 New
WA
859
Wambolt & Associates
Colorado
$838K -$79K -261 -10%
RWB
860
RMR Wealth Builders
New Jersey
$837K -$531K -1,754 -42%
CCP
861
Clarkston Capital Partners
Michigan
$836K – – –
AFG
862
Allegheny Financial Group
Pennsylvania
$833K -$3.63K -12 -0.5%
HT
863
Headlands Technologies
Illinois
$827K +$732K +2,419 New
MIM
864
Moseley Investment Management
Florida
$825K +$18.2K +60 +3%
OWM
865
OneAscent Wealth Management
Alabama
$825K -$103K -341 -12%
WPW
866
Waldron Private Wealth
Pennsylvania
$824K +$106K +350 +17%
SIG
867
Stonegate Investment Group
Alabama
$823K +$12.1K +40 +2%
CTC
868
Central Trust Company
Missouri
$822K -$59K -195 -8%
CPIG
869
Chicago Partners Investment Group
Illinois
$818K -$167K -551 -17%
BCM
870
BTC Capital Management
Iowa
$817K -$66.6K -220 -9%
BAM
871
Belpointe Asset Management
Nevada
$815K -$341K -1,126 -32%
IPAM
872
ICICI Prudential Asset Management
India
$815K +$42.1K +139 +6%
HWA
873
Heritage Wealth Advisors
Virginia
$811K +$3.63K +12 +0.5%
AWP
874
Atlas Wealth Partners
Pennsylvania
$808K – – –
BAAM
875
Baker Avenue Asset Management
California
$807K +$650K +2,149 +1,018%
33 34
35
36 37