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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
1026
Wealthcare Advisory Partners
Pennsylvania
$1.51M +$38.9K +89 +2%
NW
1027
Naviter Wealth
Arkansas
$1.5M +$235K +537 +17%
WP
1028
Westmount Partners
California
$1.5M +$96.6K +221 +6%
CFD
1029
Creative Financial Designs
Indiana
$1.49M +$553K +1,265 +51%
ET
1030
Equitable Trust
Tennessee
$1.49M +$145K +331 +10%
JWM
1031
Jacksonville Wealth Management
Florida
$1.49M -$66.4K -152 -4%
AFWM
1032
Arta Finance Wealth Management
California
$1.49M +$655K +1,500 +67%
2
1033
2Xideas
Switzerland
$1.48M -$1.16M -2,652 -42%
IB
1034
Iyo Bank
Japan
$1.48M – – –
GPWM
1035
Grant Private Wealth Management
California
$1.47M -$18.8K -43 -1%
CW
1036
CreativeOne Wealth
Kansas
$1.47M -$79.5K -182 -5%
HPC
1037
HM Payson & Co
Maine
$1.47M -$1.81M -4,140 -53%
DCM
1038
Davidson Capital Management
Texas
$1.47M +$65.1K +149 +4%
WI
1039
Westbourne Investments
Virginia
$1.46M -$459K -1,050 -22%
BFP
1040
Beacon Financial Planning
Massachusetts
$1.46M +$1.31K +3 +0.1%
TCM
1041
Twin Capital Management
Pennsylvania
$1.46M -$6.12K -14 -0.4%
CCMG
1042
Clark Capital Management Group
Pennsylvania
$1.46M -$4.02M -9,208 -72%
OIA
1043
OneDigital Investment Advisors
Kansas
$1.45M -$380K -869 -19%
HIA
1044
Harbor Investment Advisory
Maryland
$1.45M -$31K -71 -2%
JFG
1045
Jefferies Financial Group
New York
$1.44M +$759K +1,738 +92%
FPAS
1046
Focus Partners Advisor Solutions
Missouri
$1.44M -$179K -410 -10%
HCM
1047
Hall Capital Management
Rhode Island
$1.44M -$33.2K -76 -2%
PWP
1048
Principle Wealth Partners
Connecticut
$1.43M +$44.1K +101 +3%
FHC
1049
First Horizon Corporation
Tennessee
$1.43M -$80.8K -185 -5%
KAS
1050
KPP Advisory Services
Kentucky
$1.43M +$132K +303 +9%
40 41
42
43 44