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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
951
Brooklyn Investment Group
New York
$1.38M +$96.8K +208 +8%
SIG
952
Stonegate Investment Group
Alabama
$1.38M +$53.5K +115 +4%
SYBT
953
Stock Yards Bank & Trust
Kentucky
$1.38M -$54.5K -117 -4%
KWA
954
Kingswood Wealth Advisors
California
$1.37M -$489K -1,050 -27%
LSA
955
Leonteq Securities AG
Switzerland
$1.37M -$102K -219 -7%
PPWP
956
Premier Path Wealth Partners
New Jersey
$1.37M -$931 -2 -0.1%
AAP
957
Arax Advisory Partners
Colorado
$1.36M -$219K -470 -14%
WAM
958
Worth Asset Management
Texas
$1.36M +$1.29M +2,775 New
VNIM
959
Vaughan Nelson Investment Management
Texas
$1.36M – – –
IA
960
Inspire Advisors
Idaho
$1.36M -$215K -461 -14%
ACM
961
Advisors Capital Management
New Jersey
$1.35M +$18.2K +39 +1%
SPWM
962
Schrum Private Wealth Management
Florida
$1.35M +$78.7K +169 +7%
TAA
963
TB Alternative Assets
Cayman Islands
$1.34M – – –
PFG
964
PAX Financial Group
Texas
$1.32M -$54.5K -117 -4%
MW
965
Marcum Wealth
Ohio
$1.32M +$13.5K +29 +1%
CWM
966
Circle Wealth Management
New Jersey
$1.32M -$107K -230 -8%
VT
967
Vise Technologies
New York
$1.31M +$943K +2,026 +315%
CCG
968
Catalina Capital Group
California
$1.31M +$77.3K +166 +7%
BBHC
969
Brown Brothers Harriman & Co
New York
$1.31M +$201K +431 +19%
TCA
970
Transcend Capital Advisors
New Jersey
$1.31M -$307K -659 -20%
CW
971
CreativeOne Wealth
Kansas
$1.3M +$173K +372 +16%
WH
972
Wallace Hart
Kentucky
$1.29M – – –
DI
973
Diligent Investors
California
$1.28M – – –
JIC
974
Joel Isaacson & Co
New York
$1.27M – – –
DWA
975
Douglass Winthrop Advisors
New York
$1.27M -$14.9K -32 -1%
37 38
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