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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1151
Gerber Kawasaki Wealth & Investment Management
California
$1.05M +$1.15M +2,637 New
CWM
1152
Chesapeake Wealth Management
Virginia
$1.04M +$60.7K +139 +6%
NFG
1153
Northbridge Financial Group
Florida
$1.04M +$62.9K +144 +6%
XWL
1154
XXI Wealth LLC
Illinois
$1.03M +$232K +530 +26%
WC
1155
Whitney & Co
New York
$1.03M +$17.9K +41 +2%
PIA
1156
Perennial Investment Advisors
California
$1.03M +$36.7K +84 +3%
BCP
1157
Blue Chip Partners
Michigan
$1.02M +$132K +303 +13%
VFA
1158
Valeo Financial Advisors
Indiana
$1.02M -$367K -839 -25%
BWG
1159
Boomfish Wealth Group
Georgia
$1.02M +$162K +370 +17%
FCP
1160
Fidelis Capital Partners
Florida
$1.02M -$104K -237 -8%
IFWM
1161
Institute for Wealth Management
Colorado
$1.01M +$55.9K +128 +5%
UAS
1162
United Asset Strategies
New York
$1.01M -$8.3K -19 -0.7%
CI
1163
Clal Insurance
Israel
$1M -$2.62K -6 -0.2%
IIC
1164
Ironwood Investment Counsel
Arizona
$990K -$1.75K -4 -0.2%
GA
1165
GraniteShares Advisors
New York
$987K -$62.5K -143 -5%
RAM
1166
Redmond Asset Management
Virginia
$987K +$46.7K +107 +5%
TNA
1167
True North Advisors
Texas
$986K +$41.5K +95 +4%
MLTEF
1168
Metatron Long Term Equity Fund
$986K +$1.08M +2,480 New
EG
1169
Ellerson Group
Maryland
$979K +$284K +651 +36%
CCA
1170
Checchi Capital Advisers
California
$977K -$109K -250 -9%
SBFM
1171
S-Bank Fund Management
Finland
$976K +$334K +764 +45%
FCG
1172
Fielder Capital Group
Tennessee
$976K -$6.99K -16 -0.6%
CI
1173
Corient IA
Florida
$974K – – –
AW
1174
Avion Wealth
Texas
$973K +$779K +1,782 +268%
SVWAG
1175
Sound View Wealth Advisors Group
Georgia
$972K -$5.68K -13 -0.5%
45 46
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48 49