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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1201
AR Asset Management
California
$895K – – –
GC
1202
Gilbert & Cook
Iowa
$895K -$12.2K -28 -1%
SFG
1203
SNS Financial Group
Minnesota
$895K +$983K +2,250 New
WA
1204
Wealth Alliance
New York
$895K -$311K -712 -24%
PVI
1205
Pine Valley Investments
New Jersey
$893K -$45.9K -105 -4%
DI
1206
Diligent Investors
California
$892K +$48.1K +110 +5%
APW
1207
Aventura Private Wealth
Florida
$891K +$6.55K +15 +0.7%
IMRF
1208
Illinois Municipal Retirement Fund
Illinois
$887K -$3.61M -8,258 -79%
APP
1209
Avantax Planning Partners
Iowa
$886K +$87.4K +200 +10%
BFM
1210
Boothbay Fund Management
New York
$886K +$973K +2,227 New
VCA
1211
Verdence Capital Advisors
Maryland
$885K -$21K -48 -2%
ETCM
1212
Evolutionary Tree Capital Management
Virginia
$871K +$957K +2,190 New
OWCM
1213
One Wealth Capital Management
Arizona
$869K +$510K +1,168 +115%
GM
1214
GeoWealth Management
Illinois
$868K -$21.8K -50 -2%
FRM
1215
Fox Run Management
Connecticut
$866K +$951K +2,177 New
PWS
1216
Proactive Wealth Strategies
Georgia
$865K +$5.24K +12 +0.6%
VEM
1217
Vann Equity Management
Texas
$865K -$6.55K -15 -0.7%
OFS
1218
OneAscent Financial Services
Alabama
$858K -$17.5K -40 -2%
HWA
1219
HCR Wealth Advisors
California
$858K +$82.6K +189 +10%
PTP
1220
Platform Technology Partners
New York
$857K +$508K +1,163 +117%
PWPS
1221
Pinnacle Wealth Planning Services
Ohio
$856K -$206K -471 -18%
MWA
1222
Medallion Wealth Advisors
Connecticut
$853K +$9.85M +22,542 +13,498%
FIA
1223
Foundations Investment Advisors
Arizona
$851K +$420K +962 +82%
OCM
1224
Orser Capital Management
Texas
$849K +$933K +2,135 New
SWM
1225
Sendero Wealth Management
Texas
$849K -$6.12K -14 -0.7%
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