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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1076
Naviter Wealth
Arkansas
$1.49M +$101K +200 +7%
SW
1077
SlateStone Wealth
Florida
$1.49M -$72.9K -144 -4%
LA
1078
Legacy Advisors
Pennsylvania
$1.49M -$506 -1 -0%
B
1079
Bensler
Washington
$1.49M -$129K -254 -7%
LIM
1080
Leavell Investment Management
Alabama
$1.48M -$1.52K -3 -0.1%
VNIM
1081
Vaughan Nelson Investment Management
Texas
$1.48M +$53.1K +105 +3%
ATS
1082
Ashton Thomas Securities
New York
$1.47M -$29.8K -59 -2%
SAG
1083
SageView Advisory Group
California
$1.47M -$129K -254 -7%
NSB
1084
Norway Savings Bank
Maine
$1.46M +$60.2K +119 +4%
WF
1085
WoodTrust Financial
Wisconsin
$1.46M -$511K -1,010 -24%
EAM
1086
Empirical Asset Management
Massachusetts
$1.46M +$1.6M +3,168 New
HIM
1087
Hillsdale Investment Management
Ontario, Canada
$1.46M +$860K +1,700 +116%
SAI
1088
Savvy Advisors Inc
New York
$1.44M +$544K +1,076 +53%
PPWP
1089
Premier Path Wealth Partners
New Jersey
$1.44M +$114K +225 +8%
CWM
1090
Circle Wealth Management
New Jersey
$1.43M +$36.9K +73 +2%
SWA
1091
Sax Wealth Advisors
New Jersey
$1.43M – – –
AWM
1092
Arista Wealth Management
Nevada
$1.43M +$556K +1,099 +55%
BFIM
1093
Beese Fulmer Investment Management
Ohio
$1.4M +$409K +808 +36%
TP
1094
TritonPoint Partners
Maryland
$1.4M +$960K +1,897 +166%
AG
1095
AlTi Global
New York
$1.39M +$1.19M +2,356 +353%
SCM
1096
Stevens Capital Management
Pennsylvania
$1.39M +$1.53M +3,020 New
TSW
1097
Thompson Siegel & Walmsley
Virginia
$1.39M +$1.24M +2,443 +428%
LCAM
1098
London & Capital Asset Management
United Kingdom
$1.39M -$1.36M -2,694 -47%
PA
1099
Pinnacle Associates
New York
$1.37M +$125K +247 +9%
CTC
1100
Central Trust Company
Missouri
$1.37M +$24.8K +49 +2%
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