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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1001
BTC Capital Management
Iowa
$1.19M -$54.9K -118 -5%
UAG
1002
United Advisor Group
Ohio
$1.19M +$39.1K +84 +4%
IIA
1003
IPG Investment Advisors
California
$1.18M +$1.12M +2,395 New
AA
1004
AlphaQ Advisors
Florida
$1.18M -$50.7K -109 -4%
ACM
1005
Aster Capital Management
United Arab Emirates
$1.17M +$1.11M +2,387 New
TTWM
1006
TCV Trust & Wealth Management
Virginia
$1.17M -$16.8K -36 -1%
UAS
1007
United Asset Strategies
New York
$1.17M -$11.2K -24 -1%
HIA
1008
Harbor Investment Advisory
Maryland
$1.17M +$4.19K +9 +0.4%
FCP
1009
Fidelis Capital Partners
Florida
$1.17M -$75.4K -162 -7%
NL
1010
NVWM LLC
Pennsylvania
$1.16M -$7.45K -16 -0.7%
WCM
1011
Weaver Capital Management
Georgia
$1.14M +$263K +565 +32%
MCM
1012
Manchester Capital Management
Vermont
$1.14M +$931 +2 +0.1%
CWM
1013
Chesapeake Wealth Management
Virginia
$1.14M +$23.3K +50 +2%
HI
1014
Harrington Investments
California
$1.13M – – –
FPAS
1015
Focus Partners Advisor Solutions
Missouri
$1.12M -$16.8K -36 -2%
RP
1016
Rowlandmiller & Partners
Georgia
$1.12M +$79.1K +170 +8%
GPA
1017
Guerra Pan Advisors
New Jersey
$1.11M +$8.85K +19 +0.8%
GWMR
1018
GC Wealth Management RIA
Massachusetts
$1.11M -$17.7K -38 -2%
AUB
1019
Atlantic Union Bankshares
Virginia
$1.1M – – –
SCI
1020
S&CO Inc
Massachusetts
$1.1M – – –
CTC
1021
Central Trust Company
Missouri
$1.1M -$30.7K -66 -3%
LCM
1022
Liberty Capital Management
Michigan
$1.1M +$116K +250 +13%
SP
1023
SWS Partners
Ohio
$1.1M -$532K -1,142 -34%
ANTB
1024
AMG National Trust Bank
Colorado
$1.1M -$17.2K -37 -2%
VF
1025
Vest Financial
Virginia
$1.1M +$696K +1,494 +202%
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