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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TNAM
901
Terra Nova Asset Management
New York
$2.71M +$182K +349 +8%
CAM
902
Cresset Asset Management
Illinois
$2.71M -$1.6M -3,061 -38%
MTWM
903
Masso Torrence Wealth Management
New Jersey
$2.71M +$2.6M +4,979 New
BP
904
Ballentine Partners
Massachusetts
$2.7M +$287K +548 +12%
KCM
905
Kornitzer Capital Management
Kansas
$2.69M -$461K -881 -15%
SP
906
Stablepoint Partners
Massachusetts
$2.68M +$38.7K +74 +2%
PFM
907
Patton Fund Management
Texas
$2.68M -$1.95M -3,727 -43%
AW
908
Alaethes Wealth
Nevada
$2.68M +$29.8K +57 +1%
GJWM
909
Gilliland Jeter Wealth Management
Arkansas
$2.67M -$31.9K -61 -1%
CA
910
Cullinan Associates
Kentucky
$2.66M – – –
AM
911
Account Management
Massachusetts
$2.65M – – –
VSQM
912
V-Square Quantitative Management
Illinois
$2.65M +$612K +1,170 +32%
LWAM
913
Legacy Wealth Asset Management
Minnesota
$2.64M -$146K -279 -5%
SSWM
914
Smith Salley Wealth Management
North Carolina
$2.64M +$232K +444 +10%
CAG
915
Crestwood Advisors Group
Massachusetts
$2.64M +$116K +221 +5%
VWM
916
Vivid Wealth Management
Iowa
$2.63M -$46K -88 -2%
WI
917
Westbourne Investments
Virginia
$2.63M – – –
LIP
918
Lighthouse Investment Partners
Florida
$2.61M +$2.25M +4,300 +860%
LSA
919
Leonteq Securities AG
Switzerland
$2.61M -$843K -1,612 -25%
BC
920
Bridgefront Capital
Texas
$2.6M +$1.96M +3,756 +364%
SFG
921
SevenBridge Financial Group
Pennsylvania
$2.6M +$1.16M +2,210 +69%
FWP
922
FAS Wealth Partners
Kansas
$2.57M +$1.99M +3,806 +413%
NP
923
NorthRock Partners
Minnesota
$2.56M +$13.1K +25 +0.5%
AWM
924
Angeles Wealth Management
California
$2.55M +$228K +436 +10%
TLP
925
Trinity Legacy Partners
Texas
$2.55M +$27.7K +53 +1%
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