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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
1076
United Asset Strategies
New York
$1.19M +$121K +252 +11%
VNIM
1077
Vaughan Nelson Investment Management
Texas
$1.19M +$1.27M +2,650 New
SVWAG
1078
Sound View Wealth Advisors Group
Georgia
$1.18M -$60.9K -127 -5%
IIC
1079
Ironwood Investment Counsel
Arizona
$1.18M -$25.4K -53 -2%
ACM
1080
Aquatic Capital Management
Illinois
$1.18M -$35.3M -73,489 -97%
GVAG
1081
Great Valley Advisor Group
Delaware
$1.18M -$414K -862 -25%
JIC
1082
Joel Isaacson & Co
New York
$1.18M – – –
BLC
1083
Brown, Lisle/Cummings
Rhode Island
$1.17M +$28.8K +60 +2%
FFM
1084
Forum Financial Management
Illinois
$1.17M +$238K +495 +23%
AWM
1085
Aviso Wealth Management
Washington
$1.17M +$976K +2,034 +345%
PWPS
1086
Pinnacle Wealth Planning Services
Ohio
$1.17M -$1.44K -3 -0.1%
KWM
1087
Kingsman Wealth Management
Florida
$1.17M -$56.6K -118 -4%
PA
1088
Pinnacle Associates
New York
$1.17M +$20.2K +42 +2%
PEA
1089
Park Edge Advisors
Ohio
$1.17M +$171K +357 +16%
MCC
1090
Money Concepts Capital
Florida
$1.15M +$104K +216 +9%
CCA
1091
Checchi Capital Advisers
California
$1.15M -$226K -470 -15%
CCB
1092
Country Club Bank
Missouri
$1.15M -$35K -73 -3%
WG
1093
Winton Group
United Kingdom
$1.15M -$1.8M -3,756 -59%
BBA
1094
Baader Bank Aktiengesellschaft
Germany
$1.14M -$468K -975 -28%
FCG
1095
Fielder Capital Group
Tennessee
$1.14M -$12.5K -26 -1%
SWA
1096
Sax Wealth Advisors
New Jersey
$1.14M +$41.3K +86 +4%
PIA
1097
Perennial Investment Advisors
California
$1.13M -$24.5K -51 -2%
GKWIM
1098
Gerber Kawasaki Wealth & Investment Management
California
$1.13M +$7.68K +16 +0.6%
LA
1099
Lifeworks Advisors
Michigan
$1.13M +$215K +449 +22%
MG
1100
Marex Group
$1.12M -$18.2M -37,949 -94%
42 43
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