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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1176
Ancora Advisors
Ohio
$1.12M +$56.7K +112 +5%
IWA
1177
Icon Wealth Advisors
Texas
$1.12M -$2.02M -3,998 -62%
IFWM
1178
Institute for Wealth Management
Colorado
$1.12M – – –
PP
1179
PDS Planning
Ohio
$1.11M +$53.1K +105 +5%
GVAG
1180
Great Valley Advisor Group
Delaware
$1.11M -$104K -205 -8%
RCA
1181
Resonant Capital Advisors
Wisconsin
$1.11M -$24.8K -49 -2%
SACTSONJ
1182
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.11M +$1.21M +2,400 New
TCM
1183
Tandem Capital Management
New Jersey
$1.1M +$5.06K +10 +0.4%
TNA
1184
True North Advisors
Texas
$1.1M +$185K +366 +18%
MMM
1185
Mendel Money Management
Illinois
$1.1M +$22.8K +45 +2%
RAM
1186
Redmond Asset Management
Virginia
$1.1M -$7.08K -14 -0.6%
NB
1187
Nicolet Bankshares
Wisconsin
$1.09M +$1.19M +2,359 New
CWMGP
1188
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.09M -$325K -642 -21%
PCS
1189
Personal CFO Solutions
New Jersey
$1.09M +$20.7K +41 +2%
PVI
1190
Pine Valley Investments
New Jersey
$1.08M +$275K +543 +30%
CW
1191
Channel Wealth
California
$1.08M -$24.8K -49 -2%
SCP
1192
Stamos Capital Partners
California
$1.07M +$248K +490 +27%
DWM
1193
Dynasty Wealth Management
Florida
$1.07M +$897K +1,773 +329%
AI
1194
AXS Investments
New York
$1.06M +$15.7K +31 +1%
GC
1195
Gilbert & Cook
Iowa
$1.05M -$394K -778 -25%
VCA
1196
Verdence Capital Advisors
Maryland
$1.05M +$41.5K +82 +4%
BCP
1197
Blue Chip Partners
Michigan
$1.05M +$65.3K +129 +6%
PCM
1198
Parsons Capital Management
Rhode Island
$1.05M +$67.8K +134 +6%
SOAM
1199
SBI Okasan Asset Management
Japan
$1.04M -$70.3K -139 -6%
ANTB
1200
AMG National Trust Bank
Colorado
$1.04M -$104K -205 -8%
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