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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1126
Advisory Alpha
Michigan
$1.12M +$229K +439 +26%
MIM
1127
Moseley Investment Management
Florida
$1.12M +$26.6K +51 +2%
SQA
1128
Simon Quick Advisors
New Jersey
$1.11M +$83.3K +160 +8%
AFT
1129
Alpha Family Trust
California
$1.11M – – –
HCMG
1130
Howard Capital Management Group
California
$1.11M – – –
NAAA
1131
New Age Alpha Advisors
New York
$1.1M +$1.1M +2,104 New
PWPS
1132
Pinnacle Wealth Planning Services
Ohio
$1.1M -$241K -462 -18%
MMM
1133
Mendel Money Management
Illinois
$1.1M – – –
JWM
1134
JGP Wealth Management
Oregon
$1.09M +$22.9K +44 +2%
GWMR
1135
GC Wealth Management RIA
Massachusetts
$1.09M -$88.5K -170 -8%
CGL
1136
Clarius Group LLC
Washington
$1.09M +$115K +220 +12%
AFG
1137
Allegheny Financial Group
Pennsylvania
$1.09M – – –
HWM
1138
Hemington Wealth Management
Virginia
$1.09M -$12.5K -24 -1%
IAIM
1139
International Assets Investment Management
Florida
$1.09M -$74K -142 -6%
BMCM
1140
Bryn Mawr Capital Management
Pennsylvania
$1.09M +$357K +685 +49%
FFS
1141
Founders Financial Securities
Maryland
$1.08M -$5.21K -10 -0.5%
PFW
1142
Petros Family Wealth
Minnesota
$1.08M +$1.08M +2,071 New
IWM
1143
IHT Wealth Management
Illinois
$1.08M -$188K -360 -15%
AA
1144
Ancora Advisors
Ohio
$1.08M – – –
PIA
1145
Perennial Investment Advisors
California
$1.07M -$5.21K -10 -0.5%
WMP
1146
Wealth Management Partners
Arizona
$1.07M +$41.7K +80 +4%
CT
1147
Caldwell Trust
Florida
$1.07M +$4.17K +8 +0.4%
VNIM
1148
Vaughan Nelson Investment Management
Texas
$1.07M -$372K -715 -26%
RFA
1149
Resurgent Financial Advisors
Georgia
$1.07M +$269K +517 +34%
BFP
1150
Beacon Financial Planning
Massachusetts
$1.07M – – –
44 45
46
47 48