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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
1001
Fukoku Mutual Life Insurance
Japan
$874K -$477K -1,262 -37%
BTI
1002
Blue Trust Inc
Georgia
$874K +$76.7K +203 +10%
OFS
1003
OneAscent Financial Services
Alabama
$872K -$32.1K -85 -4%
SIG
1004
Senator Investment Group
New York
$868K -$37.6M -99,533 -98%
AWM
1005
Avitas Wealth Management
California
$866K -$7.93K -21 -1%
CL
1006
Choreo LLC
Illinois
$866K +$58.2K +154 +8%
USCWA
1007
U.S. Capital Wealth Advisors
Texas
$856K -$162K -430 -17%
AA
1008
Ancora Advisors
Ohio
$855K – – –
FIM
1009
Freedom Investment Management
Connecticut
$854K -$31.4K -83 -4%
HCMG
1010
Howard Capital Management Group
California
$853K -$56.7K -150 -7%
AFT
1011
Alpha Family Trust
California
$848K – – –
CGL
1012
Clarius Group LLC
Washington
$837K -$153K -404 -16%
GL
1013
Graypoint LLC
New York
$835K +$53.7K +142 +7%
1CP
1014
17 Capital Partners
Arizona
$832K -$18.9K -50 -2%
AFG
1015
Allegheny Financial Group
Pennsylvania
$831K -$142K -376 -15%
CFG
1016
Citizens Financial Group
Rhode Island
$828K +$300K +794 +62%
FF
1017
Friedenthal Financial
New Jersey
$828K +$784K +2,074 New
GGA
1018
Granite Group Advisors
Connecticut
$825K – – –
WA
1019
Wealth Architects
California
$823K +$3.02K +8 +0.4%
VCA
1020
Verdence Capital Advisors
Maryland
$819K -$20K -53 -3%
BOM
1021
Bank of Marin
California
$819K – – –
AWP
1022
Atlas Wealth Partners
Pennsylvania
$816K – – –
BFP
1023
Beacon Financial Planning
Massachusetts
$816K – – –
VEA
1024
Virtus ETF Advisers
New York
$815K -$37.8K -100 -5%
CMI
1025
Clare Market Investments
Texas
$812K +$223K +590 +41%
39 40
41
42 43