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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFW
1176
Petros Family Wealth
Minnesota
$1.07M +$48.7K +88 +4%
SWM
1177
Sendero Wealth Management
Texas
$1.06M -$669K -1,210 -36%
RWP
1178
Revolve Wealth Partners
New Jersey
$1.06M +$547K +990 +87%
WFG
1179
Wormser Freres Gestion
France
$1.05M +$30.4K +55 +3%
AFT
1180
Alpha Family Trust
California
$1.05M – – –
HCMG
1181
Howard Capital Management Group
California
$1.05M – – –
HWM
1182
Hemington Wealth Management
Virginia
$1.05M +$19.4K +35 +2%
MIM
1183
Moseley Investment Management
Florida
$1.05M -$14.4K -26 -1%
MMM
1184
Mendel Money Management
Illinois
$1.05M +$6.64K +12 +0.6%
PP
1185
Patron Partners
Texas
$1.04M +$121K +218 +12%
AA
1186
Advisory Alpha
Michigan
$1.04M -$22.7K -41 -2%
FA
1187
Fedenia Advisers
Wisconsin
$1.04M +$420K +759 +56%
OAM
1188
Oxford Asset Management
United Kingdom
$1.04M +$257K +464 +28%
HFM
1189
Hartford Financial Management
Connecticut
$1.04M +$1.15M +2,085 +34,750%
SOS
1190
Silver Oak Securities
Tennessee
$1.03M +$173K +313 +18%
RSWM
1191
Robertson Stephens Wealth Management
California
$1.03M +$669K +1,209 +140%
SPWM
1192
Schrum Private Wealth Management
Florida
$1.02M -$55.3K -100 -5%
HBT
1193
Heartland Bank & Trust
Illinois
$1.02M +$128K +232 +13%
AA
1194
Ancora Advisors
Ohio
$1.02M – – –
PCG
1195
Prosperity Consulting Group
Maryland
$1.02M +$61.4K +111 +6%
BFP
1196
Beacon Financial Planning
Massachusetts
$1.01M – – –
WMP
1197
Wealth Management Partners
Arizona
$1.01M -$10.5K -19 -0.9%
LA
1198
Lifeworks Advisors
Michigan
$1.01M +$891K +1,611 +378%
PCMU
1199
Paragon Capital Management (Utah)
Utah
$1.01M +$1.13M +2,036 New
CGL
1200
Clarius Group LLC
Washington
$1.01M -$30.4K -55 -3%
46 47
48
49 50