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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1151
Legacy Financial Advisors
Kentucky
$1.12M -$33.7K -61 -3%
SFC
1152
SYM Financial Corp
Indiana
$1.12M +$1.25M +2,261 New
LCM
1153
Liberty Capital Management
Michigan
$1.12M – – –
AUB
1154
Atlantic Union Bankshares
Virginia
$1.11M – – –
TTWM
1155
TCV Trust & Wealth Management
Virginia
$1.11M -$77.4K -140 -6%
GPA
1156
Guerra Pan Advisors
New Jersey
$1.11M -$14.4K -26 -1%
AA
1157
AlphaQ Advisors
Florida
$1.11M -$49.8K -90 -4%
RFA
1158
Resurgent Financial Advisors
Georgia
$1.1M +$97.9K +177 +9%
FMLI
1159
Fukoku Mutual Life Insurance
Japan
$1.1M +$10.5K +19 +0.9%
HI
1160
Harrington Investments
California
$1.1M -$28.2K -51 -2%
C
1161
Certuity
Florida
$1.1M +$160K +290 +15%
KWA
1162
Kingswood Wealth Advisors
California
$1.1M -$12.7K -23 -1%
KWM
1163
Kingsman Wealth Management
Florida
$1.1M +$1.23M +2,221 New
CWM
1164
Chesapeake Wealth Management
Virginia
$1.1M -$63K -114 -5%
LWMM
1165
Legacy Wealth Management (Mississippi)
Mississippi
$1.09M – – –
AIM
1166
Arcadia Investment Management
Michigan
$1.09M – – –
CMANY
1167
Capital Management Associates (New York)
New York
$1.09M – – –
TC
1168
Truvestments Capital
Florida
$1.09M +$195K +353 +19%
CWM
1169
Circle Wealth Management
New Jersey
$1.09M – – –
AWA
1170
Arete Wealth Advisors
Illinois
$1.09M +$157K +283 +15%
PWPS
1171
Pinnacle Wealth Planning Services
Ohio
$1.08M +$45.9K +83 +4%
BCM
1172
BTC Capital Management
Iowa
$1.08M -$158K -286 -12%
NL
1173
NVWM LLC
Pennsylvania
$1.08M -$99.5K -180 -8%
DIA
1174
Dana Investment Advisors
Wisconsin
$1.08M – – –
TWM
1175
Tradition Wealth Management
Minnesota
$1.07M +$7.19K +13 +0.6%
45 46
47
48 49