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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1176
Patron Partners
Texas
$1.21M +$65.9K +126 +6%
DIA
1177
Dana Investment Advisors
Wisconsin
$1.21M +$31.9K +61 +3%
BMCM
1178
Bryn Mawr Capital Management
Pennsylvania
$1.21M +$199K +381 +21%
TC
1179
TownSquare Capital
Utah
$1.2M -$6.8M -13,014 -85%
SWP
1180
Strategic Wealth Partners
Ohio
$1.2M +$1.15M +2,202 New
AIM
1181
Arcadia Investment Management
Michigan
$1.2M – – –
CMANY
1182
Capital Management Associates (New York)
New York
$1.2M – – –
CWM
1183
Circle Wealth Management
New Jersey
$1.19M -$523 -1 -0%
TNA
1184
True North Advisors
Texas
$1.19M +$231K +442 +25%
SB
1185
SIG Brokerage
New York
$1.18M +$1.14M +2,174 New
TWM
1186
Tradition Wealth Management
Minnesota
$1.18M -$1.05K -2 -0.1%
PFA
1187
Pure Financial Advisors
California
$1.18M +$72.7K +139 +7%
HI
1188
Harrington Investments
California
$1.17M -$34K -65 -3%
WSA
1189
Warm Springs Advisors
California
$1.17M +$69.5K +133 +7%
NL
1190
NVWM LLC
Pennsylvania
$1.17M -$6.8K -13 -0.6%
DA
1191
Doliver Advisors
Texas
$1.17M -$603K -1,153 -35%
SWM
1192
Sendero Wealth Management
Texas
$1.17M +$6.8K +13 +0.6%
SCTC
1193
Sanibel Captiva Trust Company
Florida
$1.17M +$140K +268 +14%
CIA
1194
Choate Investment Advisors
Massachusetts
$1.17M -$63.3K -121 -5%
FCP
1195
Fidelis Capital Partners
Florida
$1.16M +$39.2K +75 +3%
AWA
1196
Arete Wealth Advisors
Illinois
$1.16M -$26.1K -50 -2%
OFS
1197
OneAscent Financial Services
Alabama
$1.16M -$93.6K -179 -8%
MIM
1198
Moseley Investment Management
Florida
$1.16M +$12K +23 +1%
IEFM
1199
IQ EQ Fund Management
Ireland
$1.16M +$265K +507 +31%
DI
1200
Diligent Investors
California
$1.16M -$248K -475 -18%
46 47
48
49 50