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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NRD
926
Nebula Research & Development
New York
$1.05M +$710K +1,878 +248%
DWA
927
Douglass Winthrop Advisors
New York
$1.05M +$46.5K +123 +5%
HWM
928
Hemington Wealth Management
Virginia
$1.05M -$185K -489 -16%
MW
929
Marcum Wealth
Ohio
$1.04M -$11K -29 -1%
FPAS
930
Focus Partners Advisor Solutions
Missouri
$1.04M +$407K +1,078 +70%
IFWM
931
Institute for Wealth Management
Colorado
$1.04M -$13.6K -36 -1%
SC
932
Scotia Capital
Ontario, Canada
$1.04M +$27.2K +72 +3%
1IA
933
1834 Investment Advisors
Wisconsin
$1.03M – – –
BIG
934
Brooklyn Investment Group
New York
$1.03M -$14K -37 -1%
SPWM
935
Schrum Private Wealth Management
Florida
$1.03M +$359K +950 +59%
PFMU
936
Privium Fund Management (UK)
United Kingdom
$1.02M +$979K +2,590 New
WA
937
Waverly Advisors
Alabama
$1.02M +$206K +544 +27%
BAM
938
Belpointe Asset Management
Nevada
$1.02M +$25.7K +68 +3%
BTWM
939
Brass Tax Wealth Management
Ohio
$1.01M +$960K +2,541 New
PA
940
Pinnacle Associates
New York
$1.01M -$6.05K -16 -0.6%
FB
941
Fulton Bank
Pennsylvania
$1.01M +$114K +301 +14%
FLPIM
942
F.L. Putnam Investment Management
Massachusetts
$1.01M -$168K -444 -15%
FFP
943
FourThought Financial Partners
Florida
$1M -$25.3K -67 -3%
KWA
944
Kingswood Wealth Advisors
California
$1M -$184K -487 -16%
JIC
945
Joel Isaacson & Co
New York
$1M – – –
HBT
946
Heartland Bank & Trust
Illinois
$999K -$88.4K -234 -9%
FCG
947
Fielder Capital Group
Tennessee
$998K +$3.02K +8 +0.3%
SRC
948
Stone Run Capital
New York
$998K – – –
CI
949
Conning Inc
Connecticut
$996K -$22.7K -60 -2%
CCP
950
Clarkston Capital Partners
Michigan
$991K +$14K +37 +2%
36 37
38
39 40