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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
901
Lindbrook Capital
California
$364K +$8.38K +39 +2%
IP
902
Investment Partners
Ohio
$362K +$415K +1,931 New
GRP
903
Global Retirement Partners
California
$359K -$1.58M -7,362 -83%
FRM
904
Fox Run Management
Connecticut
$358K -$312K -1,452 -43%
WA
905
Wealth Alliance
New York
$357K -$146K -682 -26%
PWM
906
Purus Wealth Management
California
$355K +$1.07K +5 +0.3%
PA
907
Pinnacle Associates
New York
$355K +$122K +570 +43%
NP
908
NorthRock Partners
Minnesota
$354K -$42.1K -196 -9%
FFM
909
Forum Financial Management
Illinois
$354K +$406K +1,891 New
UIA
910
Ulland Investment Advisors
Minnesota
$353K -$9.66K -45 -2%
EI
911
Ellevest Inc
New York
$352K +$27.5K +128 +7%
SFO
912
Stokes Family Office
Louisiana
$351K -$25.1K -117 -6%
AWM
913
Axxcess Wealth Management
California
$351K -$859 -4 -0.2%
MSAM
914
Moloney Securities Asset Management
Missouri
$350K +$45.1K +210 +13%
RMDI
915
R.M. Davis Inc
Maine
$349K +$109K +509 +38%
MWM
916
Meridian Wealth Management
Kentucky
$346K +$1.5K +7 +0.4%
AAP
917
Arax Advisory Partners
Colorado
$346K +$67K +312 +20%
WSTAM
918
Wilbanks Smith & Thomas Asset Management
Virginia
$344K -$5.37K -25 -1%
LSPW
919
Lake Street Private Wealth
Illinois
$344K +$27.5K +128 +7%
AWM
920
Aries Wealth Management
Maine
$343K +$3.22K +15 +1%
AIC
921
Archer Investment Corporation
Indiana
$342K -$64.9K -302 -14%
BL
922
Balentine LLC
Georgia
$342K +$392K +1,824 New
WMA
923
Wealth Management Associates
New Jersey
$341K +$390K +1,818 New
GWANC
924
Guardian Wealth Advisors (North Carolina)
North Carolina
$340K -$6.66K -31 -2%
MSFS
925
Main Street Financial Solutions
Pennsylvania
$340K -$4.29K -20 -1%
35 36
37
38 39