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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1151
CX Institutional
Indiana
$966K +$110K +229 +12%
AWA
1152
Arete Wealth Advisors
Illinois
$964K +$6.72K +14 +0.7%
HA
1153
Huntleigh Advisors
Missouri
$962K +$509K +1,061 +97%
HI
1154
Harrington Investments
California
$962K -$4.8K -10 -0.5%
SWM
1155
Sendero Wealth Management
Texas
$958K -$2.4K -5 -0.2%
BWP
1156
Balboa Wealth Partners
Arizona
$953K +$480 +1 +0%
GPA
1157
Guerra Pan Advisors
New Jersey
$952K -$51.3K -107 -5%
AFT
1158
Alpha Family Trust
California
$950K -$197K -410 -16%
PFA
1159
Pure Financial Advisors
California
$948K -$20.2K -42 -2%
PFW
1160
Petros Family Wealth
Minnesota
$945K -$109K -227 -10%
NG
1161
Norden Group
Utah
$942K -$166K -346 -14%
PCM
1162
Parsons Capital Management
Rhode Island
$941K +$99.8K +208 +11%
HCMG
1163
Howard Capital Management Group
California
$939K – – –
WSFS
1164
Wilmington Savings Fund Society
Delaware
$937K -$271M -565,029 -100%
WMP
1165
Wealth Management Partners
Arizona
$937K -$12K -25 -1%
CIA
1166
Choate Investment Advisors
Massachusetts
$936K -$25.9K -54 -3%
LFA
1167
Legacy Financial Advisors
Kentucky
$935K -$222K -463 -18%
TC
1168
Truvestments Capital
Florida
$928K -$109K -228 -10%
ANTB
1169
AMG National Trust Bank
Colorado
$926K -$101K -210 -9%
PP
1170
PDS Planning
Ohio
$926K -$93.1K -194 -9%
SPWM
1171
Schrum Private Wealth Management
Florida
$925K – – –
USCWA
1172
U.S. Capital Wealth Advisors
Texas
$920K -$142K -295 -13%
PPWM
1173
Paragon Private Wealth Management
Kentucky
$915K +$187K +389 +23%
BFP
1174
Beacon Financial Planning
Massachusetts
$914K – – –
JWM
1175
JGP Wealth Management
Oregon
$910K +$47.5K +99 +5%
45 46
47
48 49