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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
876
Knollwood Investment Advisory
Maryland
$1.59M – – –
GA
877
Geller Advisors
New York
$1.59M +$11.2K +28 +0.8%
FUBT
878
First United Bank & Trust
Maryland
$1.59M +$27.9K +70 +2%
PFWA
879
Paces Ferry Wealth Advisors
Georgia
$1.58M -$6.37K -16 -0.4%
LIM
880
Leavell Investment Management
Alabama
$1.56M +$196K +492 +16%
MCP
881
Mirador Capital Partners
California
$1.55M -$99.6K -250 -7%
FI
882
Finivi Inc
Massachusetts
$1.54M +$38.6K +97 +3%
BP
883
Ballentine Partners
Massachusetts
$1.54M +$85.6K +215 +7%
PWP
884
Principle Wealth Partners
Connecticut
$1.53M +$14.3K +36 +1%
BFC
885
Bedel Financial Consulting
Indiana
$1.53M – – –
AA
886
ALPS Advisors
Colorado
$1.53M -$155K -389 -10%
VVP
887
Venture Visionary Partners
Ohio
$1.51M +$95.6K +240 +8%
SP
888
SWS Partners
Ohio
$1.5M +$16.3K +41 +1%
FMB
889
Field & Main Bank
Kentucky
$1.5M +$45.8K +115 +4%
SWM
890
Sendero Wealth Management
Texas
$1.49M – – –
BM
891
Brandywine Managers
Delaware
$1.48M – – –
GM
892
GeoWealth Management
Illinois
$1.48M +$126K +317 +11%
TCA
893
Transcend Capital Advisors
New Jersey
$1.47M +$877K +2,201 +198%
AP
894
Americana Partners
Texas
$1.47M +$14.7K +37 +1%
PI
895
PFG Investments
New York
$1.47M +$206K +517 +19%
CA
896
Clearstead Advisors
Ohio
$1.47M +$869K +2,181 +195%
AAP
897
Arax Advisory Partners
Colorado
$1.44M +$157K +393 +14%
MCC
898
Money Concepts Capital
Florida
$1.44M +$57.4K +144 +5%
IA
899
Inspire Advisors
Idaho
$1.43M -$40.2K -101 -3%
MCCP
900
Mission Creek Capital Partners
California
$1.43M +$753K +1,891 +142%
34 35
36
37 38