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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1026
Kingswood Wealth Advisors
California
$2.02M +$746K +1,402 +65%
SWP
1027
Sagespring Wealth Partners
Tennessee
$2.01M +$382K +718 +25%
RA
1028
RFG Advisory
Alabama
$2.01M +$110K +206 +6%
PDL
1029
Portfolio Design Labs
California
$2.01M +$201K +378 +12%
FMB
1030
Field & Main Bank
Kentucky
$2.01M +$91K +171 +5%
CIM
1031
Chapman Investment Management
California
$2.01M +$324K +608 +21%
MCCP
1032
Mission Creek Capital Partners
California
$1.97M +$55.9K +105 +3%
B
1033
Bensler
Washington
$1.97M -$42.1K -79 -2%
IAS
1034
Insigneo Advisory Services
Florida
$1.96M +$257K +482 +16%
PFWA
1035
Paces Ferry Wealth Advisors
Georgia
$1.96M -$3.73K -7 -0.2%
AIM
1036
Arcadia Investment Management
Michigan
$1.95M +$664K +1,248 +57%
SAG
1037
SageView Advisory Group
California
$1.95M +$57K +107 +3%
GPWM
1038
Grant Private Wealth Management
California
$1.94M -$119K -223 -6%
LIP
1039
Lighthouse Investment Partners
Florida
$1.94M +$1.82M +3,426 New
HSA
1040
HBK Sorce Advisory
Pennsylvania
$1.94M +$117K +219 +6%
CI
1041
Cigna Investments
Connecticut
$1.94M -$31.4K -59 -2%
BAM
1042
BOCHK Asset Management
Hong Kong
$1.93M +$1.81M +3,400 New
MFS
1043
Mattson Financial Services
Michigan
$1.92M +$1.81M +3,392 New
SW
1044
SlateStone Wealth
Florida
$1.92M -$11.7K -22 -0.6%
BBA
1045
Baader Bank Aktiengesellschaft
Germany
$1.92M +$446K +837 +33%
WH
1046
Willner & Heller
California
$1.91M -$37.8K -71 -2%
AAS
1047
Ameritas Advisory Services
Nebraska
$1.9M +$1.39M +2,607 +347%
FPAS
1048
Focus Partners Advisor Solutions
Missouri
$1.89M -$689K -1,295 -28%
TCP
1049
TMB Capital Partners
Arkansas
$1.88M +$1.76M +3,314 New
CB
1050
CNB Bank
Pennsylvania
$1.87M -$66K -124 -4%
40 41
42
43 44