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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
1101
Legacy Capital Wealth Partners
Arkansas
$902K +$425K +913 +99%
AGP
1102
Autumn Glory Partners
Texas
$902K +$505K +1,084 +145%
LAM
1103
Lewis Asset Management
California
$897K – – –
PP
1104
Patron Partners
Texas
$896K -$10.2K -22 -1%
FMP
1105
Financial Management Professionals
Texas
$894K +$95.9K +206 +13%
TPA
1106
Trivium Point Advisory
Connecticut
$893K +$66.6K +143 +9%
1CP
1107
17 Capital Partners
Arizona
$892K -$171K -368 -17%
GWM
1108
Geneos Wealth Management
Colorado
$891K +$314K +675 +59%
PCG
1109
Prosperity Consulting Group
Maryland
$888K -$11.2K -24 -1%
IWA
1110
Icon Wealth Advisors
Texas
$887K +$1.4K +3 +0.2%
MMA
1111
Miracle Mile Advisors
California
$887K +$60.1K +129 +8%
GS
1112
GTS Securities
Florida
$877K -$1.96M -4,213 -70%
FHC
1113
First Heartland Consultants
Missouri
$870K +$1.4K +3 +0.2%
EG
1114
Ellerson Group
Maryland
$870K – – –
AWM
1115
Avior Wealth Management
Nebraska
$869K -$58.7K -126 -7%
NIA
1116
NIA Impact Advisors
California
$868K -$1.86K -4 -0.2%
HWA
1117
Hilltop Wealth Advisors
North Carolina
$866K +$821K +1,763 New
FAIM
1118
Financial Advocates Investment Management
Washington
$865K -$2.33K -5 -0.3%
MGIA
1119
Moneta Group Investment Advisors
Missouri
$863K -$55.4K -119 -6%
MTIC
1120
Missouri Trust & Investment Company
Missouri
$862K – – –
IAN
1121
Integrated Advisors Network
Texas
$861K +$99.6K +214 +14%
PA
1122
Pinnacle Associates
New York
$861K +$24.7K +53 +2%
RL
1123
Retireful LLC
Michigan
$860K -$285K -612 -26%
MWM
1124
Moran Wealth Management
Florida
$859K +$159K +341 +24%
PP
1125
Pegasus Partners
Wisconsin
$859K +$108K +231 +15%
43 44
45
46 47