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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1176
Americana Partners
Texas
$305K +$11.4K +33 +4%
ANTB
1177
AMG National Trust Bank
Colorado
$305K +$292K +850 New
LJAC
1178
L.J. Altfest & Co
New York
$304K -$54K -157 -16%
RWP
1179
RWA Wealth Partners
Massachusetts
$304K -$12K -35 -4%
EA
1180
Echo45 Advisors
California
$304K +$291K +845 New
LFA
1181
Legacy Financial Advisors
Kentucky
$303K +$39.2K +114 +16%
AWE
1182
Avidian Wealth Enterprises
Texas
$302K +$17.5K +51 +6%
TCA
1183
Transcend Capital Advisors
New Jersey
$301K -$543K -1,579 -65%
WFI
1184
West Family Investments
California
$301K -$2.41K -7 -0.8%
CCA
1185
Childress Capital Advisors
Texas
$301K +$5.5K +16 +2%
RIA
1186
Realta Investment Advisors
Delaware
$299K +$3.44K +10 +1%
PWM
1187
Purus Wealth Management
California
$296K +$284K +824 New
SHWM
1188
Smith & Howard Wealth Management
Georgia
$295K – – –
MMC
1189
Mizuho Markets Cayman
Cayman Islands
$295K +$283K +822 New
WPC
1190
Wedmont Private Capital
Pennsylvania
$293K +$322K +935 New
IIC
1191
Integrated Investment Consultants
Michigan
$292K -$10.3K -30 -4%
CG
1192
Clarus Group
Texas
$292K – – –
KMWM
1193
Keudell/Morrison Wealth Management
Oregon
$292K +$280K +813 New
HIC
1194
Holderness Investments Company
North Carolina
$289K – – –
OHWP
1195
Oak Harbor Wealth Partners
North Carolina
$288K +$276K +801 New
PP
1196
Patron Partners
Texas
$287K +$31.7K +92 +13%
SOW
1197
State of Wyoming
Wyoming
$283K -$4.82K -14 -2%
5L
1198
55I LLC
Massachusetts
$281K +$35.8K +104 +15%
IWM
1199
IHT Wealth Management
Illinois
$281K +$269K +781 New
LS
1200
Livforsakringsbolaget Skandia
Sweden
$280K -$1.41M -4,100 -84%
46 47
48
49 50