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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1151
Choate Investment Advisors
Massachusetts
$1.12M -$56.4K -102 -4%
LFA
1152
Legacy Financial Advisors
Kentucky
$1.12M -$33.7K -61 -3%
SFC
1153
SYM Financial Corp
Indiana
$1.12M +$1.25M +2,261 New
LCM
1154
Liberty Capital Management
Michigan
$1.12M – – –
AUB
1155
Atlantic Union Bankshares
Virginia
$1.11M – – –
TTWM
1156
TCV Trust & Wealth Management
Virginia
$1.11M -$77.4K -140 -6%
GPA
1157
Guerra Pan Advisors
New Jersey
$1.11M -$14.4K -26 -1%
AA
1158
AlphaQ Advisors
Florida
$1.11M -$49.8K -90 -4%
RFA
1159
Resurgent Financial Advisors
Georgia
$1.1M +$97.9K +177 +9%
FMLI
1160
Fukoku Mutual Life Insurance
Japan
$1.1M +$10.5K +19 +0.9%
HI
1161
Harrington Investments
California
$1.1M -$28.2K -51 -2%
C
1162
Certuity
Florida
$1.1M +$160K +290 +15%
KWA
1163
Kingswood Wealth Advisors
California
$1.1M -$12.7K -23 -1%
KWM
1164
Kingsman Wealth Management
Florida
$1.1M +$1.23M +2,221 New
CWM
1165
Chesapeake Wealth Management
Virginia
$1.1M -$63K -114 -5%
LWMM
1166
Legacy Wealth Management (Mississippi)
Mississippi
$1.09M – – –
AIM
1167
Arcadia Investment Management
Michigan
$1.09M – – –
CMANY
1168
Capital Management Associates (New York)
New York
$1.09M – – –
TC
1169
Truvestments Capital
Florida
$1.09M +$195K +353 +19%
CWM
1170
Circle Wealth Management
New Jersey
$1.09M – – –
AWA
1171
Arete Wealth Advisors
Illinois
$1.09M +$157K +283 +15%
PWPS
1172
Pinnacle Wealth Planning Services
Ohio
$1.08M +$45.9K +83 +4%
BCM
1173
BTC Capital Management
Iowa
$1.08M -$158K -286 -12%
NL
1174
NVWM LLC
Pennsylvania
$1.08M -$99.5K -180 -8%
DIA
1175
Dana Investment Advisors
Wisconsin
$1.08M – – –
45 46
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48 49