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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1051
Liberty Capital Management
Michigan
$885K +$129K +325 +20%
SWM
1052
SeaCrest Wealth Management
New York
$881K +$23.9K +60 +3%
LFA
1053
Legacy Financial Advisors
Kentucky
$879K +$40.2K +101 +5%
IA
1054
IFP Advisors
Florida
$876K +$122K +307 +18%
CGL
1055
Clarius Group LLC
Washington
$875K -$51.8K -130 -6%
JWM
1056
JGP Wealth Management
Oregon
$875K +$40.2K +101 +5%
PIA
1057
Perennial Investment Advisors
California
$874K +$47K +118 +6%
LJAC
1058
L.J. Altfest & Co
New York
$873K +$23.1K +58 +3%
BOM
1059
Bank of Marin
California
$871K -$37K -93 -5%
CT
1060
Caldwell Trust
Florida
$871K +$58.9K +148 +8%
WMP
1061
Wealth Management Partners
Arizona
$865K +$546K +1,371 +239%
FFM
1062
Forum Financial Management
Illinois
$859K -$2.39K -6 -0.3%
AFP
1063
Ausdal Financial Partners
Iowa
$858K +$3.98K +10 +0.5%
AAS
1064
Ameritas Advisory Services
Nebraska
$851K +$272K +684 +56%
DIA
1065
Dana Investment Advisors
Wisconsin
$847K +$35.8K +90 +5%
AWA
1066
Aaron Wealth Advisors
Illinois
$847K +$88K +221 +13%
MMG
1067
Monetary Management Group
Missouri
$843K – – –
AWM
1068
Avior Wealth Management
Nebraska
$843K -$149K -374 -16%
MGIA
1069
Moneta Group Investment Advisors
Missouri
$834K +$482K +1,211 +182%
OWM
1070
OneAscent Wealth Management
Alabama
$829K -$16.7K -42 -2%
CI
1071
CX Institutional
Indiana
$821K -$5.97K -15 -0.8%
PP
1072
Patron Partners
Texas
$821K +$27.5K +69 +4%
PPC
1073
Park Place Capital
Alabama
$815K -$21.1K -53 -3%
PCG
1074
Prosperity Consulting Group
Maryland
$815K +$143K +359 +24%
LAM
1075
Lewis Asset Management
California
$812K +$23.9K +60 +3%
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