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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1001
Stamos Capital Partners
California
$1.62M +$767K +1,756 +76%
HT
1002
Heritage Trust
Oklahoma
$1.62M +$125K +286 +8%
LCM
1003
Liberty Capital Management
Michigan
$1.61M +$1.77M +4,052 New
DEA
1004
DoubleLine ETF Adviser
Florida
$1.61M -$184K -422 -9%
AFP
1005
Ausdal Financial Partners
Iowa
$1.61M +$482K +1,104 +38%
AWM
1006
Aviso Wealth Management
Washington
$1.61M -$41.1K -94 -2%
BFG
1007
Berger Financial Group
Minnesota
$1.6M -$437 -1 -0%
LB
1008
Legacy Bridge
Iowa
$1.6M -$62.5K -143 -3%
RP
1009
Rowlandmiller & Partners
Georgia
$1.59M – – –
CDDEC
1010
Caisse Des Depots Et Consignations
France
$1.58M – – –
BCM
1011
BTC Capital Management
Iowa
$1.58M +$219K +502 +14%
BCM
1012
Bayesian Capital Management
New York
$1.58M +$1.73M +3,963 New
BTI
1013
Blue Trust Inc
Georgia
$1.57M -$589K -1,349 -25%
IWM
1014
IHT Wealth Management
Illinois
$1.57M +$10.9K +25 +0.6%
TAM
1015
Trust Asset Management
Texas
$1.57M – – –
CAMG
1016
CWA Asset Management Group
Florida
$1.56M -$344K -788 -17%
ATFA
1017
All Terrain Financial Advisors
Minnesota
$1.55M – – –
FMI
1018
Frec Markets Inc
California
$1.54M +$109K +249 +7%
HSA
1019
HBK Sorce Advisory
Pennsylvania
$1.54M +$40.2K +92 +2%
FMB
1020
Field & Main Bank
Kentucky
$1.53M +$121K +276 +8%
SWA
1021
Sax Wealth Advisors
New Jersey
$1.53M +$346K +791 +31%
PG
1022
Patten Group
Tennessee
$1.53M -$172K -393 -9%
WAP
1023
Wealthcare Advisory Partners
Pennsylvania
$1.51M +$38.9K +89 +2%
NW
1024
Naviter Wealth
Arkansas
$1.5M +$235K +537 +17%
WP
1025
Westmount Partners
California
$1.5M +$96.6K +221 +6%
39 40
41
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