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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1101
Brass Tax Wealth Management
Ohio
$1.26M – – –
CM
1102
Churchill Management
California
$1.25M -$147K -265 -9%
CIM
1103
Chapman Investment Management
California
$1.24M +$187K +338 +16%
AWA
1104
Aaron Wealth Advisors
Illinois
$1.24M +$43.1K +78 +3%
CIA
1105
Capital Investment Advisors
Georgia
$1.24M +$890K +1,609 +179%
IFWM
1106
Institute for Wealth Management
Colorado
$1.24M -$13.3K -24 -1%
PIA
1107
Prakash Investment Advisors
Massachusetts
$1.24M +$111K +200 +9%
WC
1108
Wexford Capital
Florida
$1.24M +$1.38M +2,500 New
SIG
1109
Stonegate Investment Group
Alabama
$1.24M -$117K -212 -8%
SRC
1110
Stone Run Capital
New York
$1.24M – – –
CCP
1111
Clarkston Capital Partners
Michigan
$1.23M – – –
AA
1112
ALPS Advisors
Colorado
$1.23M +$34.8K +63 +3%
VIA
1113
Virtus Investment Advisers
Connecticut
$1.23M +$1.37M +2,477 New
AM
1114
Atwater Malick
Pennsylvania
$1.23M – – –
FCP
1115
Fidelis Capital Partners
Florida
$1.22M +$52.5K +95 +4%
BW
1116
Balance Wealth
Ohio
$1.22M +$1.37M +2,469 New
SBFM
1117
S-Bank Fund Management
Finland
$1.22M +$1.36M +2,468 New
SQA
1118
Simon Quick Advisors
New Jersey
$1.22M +$185K +334 +16%
MCC
1119
Money Concepts Capital
Florida
$1.2M -$332K -600 -20%
GWANC
1120
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.2M -$8.29K -15 -0.6%
BAM
1121
Belpointe Asset Management
Nevada
$1.2M -$79.1K -143 -6%
BLC
1122
Brown, Lisle/Cummings
Rhode Island
$1.2M +$311K +562 +30%
IWM
1123
IHT Wealth Management
Illinois
$1.2M +$196K +355 +17%
PIA
1124
Perennial Investment Advisors
California
$1.2M +$200K +362 +18%
UAG
1125
United Advisor Group
Ohio
$1.2M +$1.11K +2 +0.1%
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