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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1001
Jacksonville Wealth Management
Florida
$2.21M -$15.4K -29 -0.7%
ISWM
1002
Intesa Sanpaolo Wealth Management
$2.2M +$2.07M +3,879 New
DSCM
1003
Del-Sette Capital Management
New York
$2.15M +$2.03M +3,804 New
FHC
1004
First Horizon Corporation
Tennessee
$2.14M +$21.3K +40 +1%
AA
1005
Altman Advisors
Illinois
$2.14M +$9.58K +18 +0.5%
BW
1006
Balance Wealth
Ohio
$2.13M +$676K +1,270 +51%
GAG
1007
GM Advisory Group
New York
$2.13M +$8.52K +16 +0.4%
JSC
1008
J. Stern & Co
United Kingdom
$2.13M -$4.09M -7,678 -67%
PWP
1009
Principle Wealth Partners
Connecticut
$2.12M +$13.3K +25 +0.7%
IWM
1010
IHT Wealth Management
Illinois
$2.12M +$78.3K +147 +4%
GD
1011
Grandfield & Dodd
New York
$2.12M -$4.26K -8 -0.2%
IB
1012
Iyo Bank
Japan
$2.11M – – –
RA
1013
RiverPark Advisors
New York
$2.09M -$281K -527 -13%
HCM
1014
Highview Capital Management
Illinois
$2.08M +$1.95M +3,672 New
EB
1015
Eastern Bank
Massachusetts
$2.08M -$34.6K -65 -2%
FUBT
1016
First United Bank & Trust
Maryland
$2.07M -$14.9K -28 -0.8%
IEFM
1017
IQ EQ Fund Management
Ireland
$2.06M +$203K +382 +12%
TCM
1018
Twin Capital Management
Pennsylvania
$2.06M +$1.06K +2 +0.1%
SAM
1019
Strategy Asset Managers
California
$2.05M +$84.6K +159 +5%
HCM
1020
Hall Capital Management
Rhode Island
$2.04M -$53.8K -101 -3%
KFA
1021
Krane Funds Advisors
New York
$2.04M +$1.92M +3,600 New
WIM
1022
WealthPlan Investment Management
Nebraska
$2.03M +$914K +1,717 +92%
PG
1023
Patten Group
Tennessee
$2.03M +$1.15M +2,169 +153%
WP
1024
Westmount Partners
California
$2.03M -$140K -263 -7%
KIA
1025
Knollwood Investment Advisory
Maryland
$2.03M – – –
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