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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
901
Clearstead Advisors
Ohio
$1.66M +$38.6K +83 +3%
BTI
902
Blue Trust Inc
Georgia
$1.66M -$190K -408 -10%
CI
903
Conning Inc
Connecticut
$1.66M +$379K +814 +32%
JWCA
904
J.W. Cole Advisors
Florida
$1.65M +$272K +584 +21%
SWM
905
Sendero Wealth Management
Texas
$1.64M – – –
BM
906
Brandywine Managers
Delaware
$1.64M – – –
VVP
907
Venture Visionary Partners
Ohio
$1.62M -$48K -103 -3%
ACM
908
Anfield Capital Management
California
$1.62M +$1.53M +3,276 +23,400%
SAM
909
Smartleaf Asset Management
Massachusetts
$1.61M +$458K +983 +41%
LSAG
910
Lake Street Advisors Group
New Hampshire
$1.61M +$164K +352 +12%
FFA
911
Fairfield Financial Advisors
Massachusetts
$1.61M +$277K +594 +22%
SB
912
Strategic Blueprint
Georgia
$1.6M -$172K -369 -10%
SAM
913
Strategy Asset Managers
California
$1.6M +$573K +1,231 +61%
GA
914
GraniteShares Advisors
New York
$1.6M -$183K -394 -11%
ET
915
Equitable Trust
Tennessee
$1.6M -$201K -432 -12%
QWM
916
Quadcap Wealth Management
Texas
$1.59M +$34.5K +74 +2%
SFA
917
Souders Financial Advisors
Ohio
$1.59M +$1.03M +2,220 +219%
PCM
918
Penserra Capital Management
California
$1.59M -$721K -1,548 -32%
MCC
919
Money Concepts Capital
Florida
$1.59M -$4.66K -10 -0.3%
GM
920
GeoWealth Management
Illinois
$1.57M -$59.6K -128 -4%
SA
921
SpiderRock Advisors
Delaware
$1.56M +$372K +800 +34%
KJHP
922
K.J. Harrison & Partners
Ontario, Canada
$1.56M -$11.2K -24 -0.8%
GLR
923
Great Lakes Retirement
Ohio
$1.55M -$6.98K -15 -0.5%
PIM
924
Penobscot Investment Management
Massachusetts
$1.52M – – –
CM
925
Churchill Management
California
$1.51M -$308K -661 -18%
35 36
37
38 39