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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1101
Sargent Investment Group
Maryland
$1.24M +$169K +387 +14%
LA
1102
Lifeworks Advisors
Michigan
$1.24M +$97.9K +224 +8%
AG
1103
AlTi Global
New York
$1.23M +$35.4K +81 +3%
OC
1104
Optimas Capital
Hong Kong
$1.23M +$1.36M +3,102 New
MCC
1105
Money Concepts Capital
Florida
$1.23M +$155K +354 +13%
DT
1106
Diversified Trust
Tennessee
$1.22M -$564K -1,290 -30%
SAG
1107
SageView Advisory Group
California
$1.22M -$54.2K -124 -4%
WFA
1108
Wellspring Financial Advisors
Ohio
$1.22M -$177K -405 -12%
SLG
1109
Stanley-Laman Group
Pennsylvania
$1.21M -$6.3M -14,427 -83%
SF
1110
Symphony Financial
Texas
$1.2M +$107K +246 +9%
SCTC
1111
Sanibel Captiva Trust Company
Florida
$1.19M -$291K -666 -18%
LWAM
1112
Legacy Wealth Asset Management
Minnesota
$1.19M +$25.3K +58 +2%
AWA
1113
Aaron Wealth Advisors
Illinois
$1.18M -$843K -1,930 -39%
CPIG
1114
Chicago Partners Investment Group
Illinois
$1.18M -$137K -313 -8%
CIA
1115
Choate Investment Advisors
Massachusetts
$1.18M +$22.7K +52 +2%
PFG
1116
Prosperity Financial Group
California
$1.17M +$61.6K +141 +5%
NB
1117
Nicolet Bankshares
Wisconsin
$1.16M +$198K +453 +19%
CIM
1118
Cambria Investment Management
California
$1.16M +$785K +1,797 +160%
LIM
1119
Leavell Investment Management
Alabama
$1.16M -$138K -315 -10%
CB
1120
CNB Bank
Pennsylvania
$1.15M -$156K -356 -11%
MAM
1121
McLaughlin Asset Management
Illinois
$1.15M +$51.6K +118 +4%
MCM
1122
McRae Capital Management
New Jersey
$1.15M – – –
PPWP
1123
Premier Path Wealth Partners
New Jersey
$1.14M -$108K -247 -8%
AA
1124
Advisory Alpha
Michigan
$1.14M -$16.2K -37 -1%
BLC
1125
Brown, Lisle/Cummings
Rhode Island
$1.14M -$437 -1 -0%
43 44
45
46 47