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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
926
Stone Run Capital
New York
$843K -$596 -2 -0.1%
TIA
927
Tiemann Investment Advisors
California
$842K -$63.5K -213 -8%
NCGI
928
Next Century Growth Investors
Minnesota
$841K -$399K -1,337 -35%
FCG
929
Fielder Capital Group
Tennessee
$841K +$743K +2,493 New
MIM
930
Moseley Investment Management
Florida
$840K -$3.58K -12 -0.5%
KIA
931
KCM Investment Advisors
California
$839K -$25.6K -86 -3%
FFS
932
Founders Financial Securities
Maryland
$838K +$255K +856 +53%
LSAG
933
Lake Street Advisors Group
New Hampshire
$836K +$739K +2,479 New
BAM
934
Belpointe Asset Management
Nevada
$835K -$35.8K -120 -5%
BEI
935
Benjamin Edwards Inc
Missouri
$835K +$407K +1,364 +123%
PVH
936
Psagot Value Holdings
Israel
$833K +$31.6K +106 +4%
AM
937
Atwater Malick
Pennsylvania
$830K +$734K +2,461 New
AFG
938
Allegheny Financial Group
Pennsylvania
$829K – – –
PWM
939
Purus Wealth Management
California
$825K +$2.98K +10 +0.4%
CCP
940
Clarkston Capital Partners
Michigan
$825K – – –
VAM
941
Vienna Asset Management
California
$814K +$733K +2,460 New
VSQM
942
V-Square Quantitative Management
Illinois
$812K +$302K +1,012 +73%
LG
943
LaFleur & Godfrey
Michigan
$802K -$31.3K -105 -4%
HIA
944
Harbor Investment Advisory
Maryland
$800K -$17.6K -59 -2%
SF
945
Synovus Financial
Georgia
$798K -$301K -1,011 -30%
PIM
946
Penobscot Investment Management
Massachusetts
$794K +$93.9K +315 +15%
WPWM
947
Western Pacific Wealth Management
Illinois
$794K +$57.5K +193 +9%
AWP
948
Atlas Wealth Partners
Pennsylvania
$787K -$59.6K -200 -9%
GGA
949
Granite Group Advisors
Connecticut
$783K +$616K +2,066 New
OWM
950
OneAscent Wealth Management
Alabama
$777K +$13.7K +46 +2%
36 37
38
39 40