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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RSS
1151
Rosenblum Silverman Sutton
California
$323K – – –
SAS
1152
Sanford Advisory Services
Michigan
$323K – – –
W
1153
WealthOne
New York
$323K – – –
YMRC
1154
Yorktown Management & Research Company
Virginia
$323K – – –
CSI
1155
Cross Staff Investments
New York
$323K +$310K +900 New
AWA
1156
Arkadios Wealth Advisors
Georgia
$322K -$5.5K -16 -2%
4WM
1157
44 Wealth Management
Oregon
$321K -$40.3K -117 -12%
RWB
1158
RMR Wealth Builders
New Jersey
$317K -$1.5M -4,355 -83%
UCMOK
1159
United Capital Management of KS
Kansas
$317K -$3.1K -9 -1%
IPAM
1160
ICICI Prudential Asset Management
India
$317K +$303K +881 New
B
1161
Barings
North Carolina
$316K -$35.8K -104 -11%
GB
1162
Goepper Burkhardt
South Carolina
$316K +$5.16K +15 +2%
EW
1163
Evoke Wealth
California
$316K +$242K +702 +397%
SGA
1164
Seaport Global Advisors
Massachusetts
$316K +$303K +880 New
CCA
1165
Cobblestone Capital Advisors
New York
$315K – – –
VAM
1166
Vienna Asset Management
California
$314K +$301K +874 New
PI
1167
Pachira Investments
California
$313K +$2.41K +7 +0.8%
SF
1168
Symphony Financial
Texas
$312K +$32K +93 +12%
DWM
1169
Drive Wealth Management
Utah
$311K +$298K +866 New
MA
1170
Mutual Advisors
Nebraska
$310K +$29.6K +86 +11%
GMA
1171
Glassy Mountain Advisors
Maryland
$310K +$297K +863 New
PMG
1172
ProVise Management Group
Florida
$309K – – –
KCPG
1173
Kavar Capital Partners Group
Kansas
$307K – – –
9WM
1174
9258 Wealth Management
Ohio
$306K +$1.03K +3 +0.4%
NAM
1175
NorthCrest Asset Manangement
Minnesota
$306K +$293K +852 New
45 46
47
48 49