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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
1101
Global Retirement Partners
California
$647K -$22.3K -59 -4%
RWPA
1102
Richard W. Paul & Associates
Michigan
$645K -$12.5K -33 -2%
FA
1103
FDx Advisors
Illinois
$644K -$805K -2,131 -57%
TNAM
1104
Terra Nova Asset Management
New York
$643K +$609K +1,611 New
EFS
1105
Essex Financial Services
Connecticut
$641K +$73.7K +195 +14%
GSC
1106
Grey Street Capital
Illinois
$640K +$606K +1,604 New
IWM
1107
IHT Wealth Management
Illinois
$639K +$54.4K +144 +10%
IAN
1108
Integrated Advisors Network
Texas
$639K +$756 +2 +0.1%
WFG
1109
Wormser Freres Gestion
France
$637K -$31.4K -83 -5%
RIA
1110
Realta Investment Advisors
Delaware
$633K +$38.5K +102 +7%
CCA
1111
Childress Capital Advisors
Texas
$633K -$9.82K -26 -2%
CFP
1112
Catalyst Financial Partners
Massachusetts
$632K +$19.3K +51 +3%
SFI
1113
SPC Financial Inc
Maryland
$628K – – –
PWMAG
1114
Pinnacle Wealth Management Advisory Group
New Jersey
$627K +$756 +2 +0.1%
VWM
1115
Vivid Wealth Management
Iowa
$626K +$7.93K +21 +1%
1W
1116
1776 Wealth
Georgia
$625K -$9.07K -24 -2%
RMDI
1117
R.M. Davis Inc
Maine
$625K -$34.8K -92 -6%
BFIM
1118
Beese Fulmer Investment Management
Ohio
$622K -$31K -82 -5%
CQS
1119
Credential Qtrade Securities
$622K -$36.7K -97 -6%
ECA
1120
Elevated Capital Advisors
Utah
$621K +$15.9K +42 +3%
AWA
1121
Arkadios Wealth Advisors
Georgia
$616K -$11.7K -31 -2%
PCA
1122
Pallas Capital Advisors
Massachusetts
$613K +$6.05K +16 +1%
WPC
1123
Waters Parkerson & Co
Louisiana
$613K +$1.89K +5 +0.3%
BBHC
1124
Brown Brothers Harriman & Co
New York
$612K +$273K +722 +89%
ACP
1125
Aviance Capital Partners
Florida
$612K +$579K +1,533 New
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