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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
1076
J.W. Coons Advisors
Ohio
$213K -$12.7K -54 -5%
PPW
1077
Parcion Private Wealth
Washington
$212K -$22.5K -96 -9%
BWA
1078
BDO Wealth Advisors
Florida
$212K +$235K +1,000 +1,754%
DGAM
1079
Desjardins Global Asset Management
Quebec, Canada
$211K -$9.38K -40 -4%
RWA
1080
Ropes Wealth Advisors
Massachusetts
$211K +$2.11K +9 +0.9%
CCA
1081
Childress Capital Advisors
Texas
$211K +$21.6K +92 +10%
HWM
1082
Heirloom Wealth Management
Colorado
$210K +$211K +900 New
SFA
1083
Souders Financial Advisors
Ohio
$210K +$245K +1,045 New
WAS
1084
WESPAC Advisors SoCal
California
$208K -$1.96M -8,364 -89%
HI
1085
Hendershot Investments
Virginia
$207K – – –
SAI
1086
Systematic Alpha Investments
New Jersey
$207K – – –
B
1087
Bailard
California
$206K – – –
CCFM
1088
Clear Creek Financial Management
Washington
$206K +$5.87K +25 +2%
IAN
1089
Integrated Advisors Network
Texas
$204K -$70.4K -300 -23%
MFA
1090
Mayflower Financial Advisors
Massachusetts
$204K -$10.1K -43 -4%
ACM
1091
Advisors Capital Management
New Jersey
$203K -$46K -196 -16%
AI
1092
Accredited Investors
Minnesota
$203K -$1.17K -5 -0.5%
PAM
1093
Palisade Asset Management
Minnesota
$203K – – –
MAM
1094
Magellan Asset Management
Australia
$201K +$73.2K +312 +45%
WMC
1095
Westwood Management Corporation
Illinois
$201K +$235K +1,000 New
AIM
1096
Acropolis Investment Management
Missouri
$190K – – –
AW
1097
Avion Wealth
Texas
$185K +$5.16K +22 +2%
BAM
1098
Belpointe Asset Management
Nevada
$180K -$75.5K -322 -26%
PWMG
1099
Prestige Wealth Management Group
New Jersey
$180K -$12.2K -52 -5%
T
1100
TOBAM
France
$180K +$210K +896 New
42 43
44
45 46