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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1176
Clal Insurance
Israel
$907K +$494K +1,029 +103%
AFG
1177
Allegheny Financial Group
Pennsylvania
$904K -$3.84K -8 -0.4%
SWM
1178
SeaCrest Wealth Management
New York
$904K -$30.2K -63 -3%
MYIA
1179
Mount Yale Investment Advisors
Colorado
$903K +$109K +227 +13%
HBT
1180
Heartland Bank & Trust
Illinois
$901K -$5.76K -12 -0.6%
CF
1181
Centaurus Financial
California
$901K +$97.4K +203 +11%
GM
1182
GeoWealth Management
Illinois
$898K -$21.6K -45 -2%
DI
1183
Diligent Investors
California
$898K -$60K -125 -6%
AWP
1184
Atlas Wealth Partners
Pennsylvania
$894K – – –
CCAM
1185
Codex Capital Asset Management
Texas
$894K – – –
NI
1186
NCP Inc
California
$894K – – –
JAG
1187
Journey Advisory Group
Kentucky
$894K +$13.4K +28 +1%
DAM
1188
Deltec Asset Management
New York
$894K +$960K +2,000 New
BAM
1189
Belpointe Asset Management
Nevada
$894K -$169K -353 -15%
LI
1190
LRI Investments
Florida
$893K +$186K +387 +24%
C
1191
Certuity
Florida
$886K -$45.1K -94 -5%
PCMU
1192
Paragon Capital Management (Utah)
Utah
$885K -$11.5K -24 -1%
CAM
1193
Covenant Asset Management
New Jersey
$883K -$4.34M -9,035 -82%
PWG
1194
Portside Wealth Group
Utah
$881K +$38.4K +80 +4%
AMG
1195
Advisors Management Group
Wisconsin
$881K +$945K +1,970 New
BOM
1196
Bank of Marin
California
$875K – – –
MTIC
1197
Missouri Trust & Investment Company
Missouri
$874K – – –
RWP
1198
Revolve Wealth Partners
New Jersey
$872K -$62.9K -131 -6%
RCAG
1199
Rehmann Capital Advisory Group
Michigan
$869K +$42.2K +88 +5%
MGIA
1200
Moneta Group Investment Advisors
Missouri
$866K +$244K +508 +36%
46 47
48
49 50