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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
926
Circle Wealth Management
New Jersey
$1.29M -$108K -270 -8%
IIC
927
Ironwood Investment Counsel
Arizona
$1.29M -$40.2K -101 -3%
CCA
928
Checchi Capital Advisers
California
$1.29M +$398 +1 +0%
FB
929
Fulton Bank
Pennsylvania
$1.27M +$132K +331 +13%
PFG
930
PAX Financial Group
Texas
$1.25M -$436K -1,095 -28%
SVWAG
931
Sound View Wealth Advisors Group
Georgia
$1.25M -$12.7K -32 -1%
WA
932
Wealth Alliance
New York
$1.24M +$29.5K +74 +3%
PWPS
933
Pinnacle Wealth Planning Services
Ohio
$1.24M +$18.3K +46 +2%
PPWP
934
Premier Path Wealth Partners
New Jersey
$1.24M +$29.1K +73 +3%
VNIM
935
Vaughan Nelson Investment Management
Texas
$1.23M -$593K -1,490 -35%
JWCA
936
J.W. Cole Advisors
Florida
$1.23M +$299K +750 +37%
IFWM
937
Institute for Wealth Management
Colorado
$1.22M +$58.1K +146 +6%
SIM
938
Sentry Investment Management
Wisconsin
$1.22M -$224K -562 -17%
TAA
939
TB Alternative Assets
Cayman Islands
$1.21M +$1.08M +2,720 New
ACM
940
Advisors Capital Management
New Jersey
$1.21M +$548K +1,377 +103%
SIG
941
Stonegate Investment Group
Alabama
$1.2M +$110K +275 +11%
BAM
942
Belpointe Asset Management
Nevada
$1.2M +$60.9K +153 +6%
FFA
943
Fairfield Financial Advisors
Massachusetts
$1.19M +$1.07M +2,682 New
EFG
944
Everhart Financial Group
Ohio
$1.19M +$148K +372 +16%
CF
945
Centaurus Financial
California
$1.19M -$12.3K -31 -1%
MW
946
Marcum Wealth
Ohio
$1.18M +$17.5K +44 +2%
WH
947
Wallace Hart
Kentucky
$1.17M -$3.58K -9 -0.3%
DWA
948
Douglass Winthrop Advisors
New York
$1.17M -$4.38K -11 -0.4%
DI
949
Diligent Investors
California
$1.16M -$49.8K -125 -5%
JIC
950
Joel Isaacson & Co
New York
$1.15M +$32.3K +81 +3%
36 37
38
39 40