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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1076
9258 Wealth Management
Ohio
$207K – – –
VA
1077
Valmark Advisers
Ohio
$203K -$6.04K -24 -3%
SMG
1078
Spectrum Management Group
Indiana
$203K – – –
ACA
1079
Affinity Capital Advisors
California
$202K -$44.5K -177 -18%
SHWM
1080
Smith & Howard Wealth Management
Georgia
$202K – – –
CMBA
1081
C.M. Bidwell & Associates
Hawaii
$200K -$4.53K -18 -2%
PSUF
1082
People's United Financial
Connecticut
$200K +$205K +813 New
BCA
1083
Berman Capital Advisors
Georgia
$194K +$61.1K +243 +44%
KLWA
1084
Kelly Lawrence W & Associates
California
$180K +$184K +732 New
MS
1085
Mizuho Securities
Japan
$176K -$7.55K -30 -4%
FPS
1086
Fieldpoint Private Securities
Connecticut
$163K -$54.3K -216 -25%
TPCW
1087
TD Private Client Wealth
New York
$157K -$8.3K -33 -5%
AF
1088
Advisornet Financial
Minnesota
$155K +$75.5K +300 +91%
LTI
1089
Laffer Tengler Investments
Tennessee
$152K – – –
MAM
1090
Magellan Asset Management
Australia
$152K – – –
TC
1091
Trust Company
Kansas
$151K +$154K +612 New
ST
1092
Smithfield Trust
Pennsylvania
$148K -$6.04K -24 -4%
BAM
1093
Belpointe Asset Management
Nevada
$141K -$156K -621 -52%
AWA
1094
Arkadios Wealth Advisors
Georgia
$140K +$17.4K +69 +14%
NIM
1095
NuWave Investment Management
New Jersey
$139K +$142K +564 New
PMFA
1096
Plante Moran Financial Advisors
Michigan
$132K +$12.8K +51 +10%
CA
1097
Clearstead Advisors
Ohio
$132K +$87.6K +348 +184%
TWM
1098
Tradition Wealth Management
Minnesota
$130K +$15.8K +63 +14%
ITFISA
1099
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$123K +$126K +501 New
HS
1100
Horan Securities
United States
$123K – – –
42 43
44
45 46