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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1201
Brown Financial Advisors
Ohio
$912K +$155K +355 +18%
GCM
1202
Graham Capital Management
Connecticut
$907K -$1.21M -2,771 -55%
SACTSONJ
1203
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$904K -$55.9K -128 -5%
CCM
1204
Crew Capital Management
Ohio
$902K +$991K +2,269 New
ACM
1205
Advisors Capital Management
New Jersey
$900K -$1.89M -4,324 -66%
MG
1206
Mather Group
Illinois
$899K -$173K -396 -15%
DE
1207
Diversified Enterprises
Delaware
$896K -$287K -658 -23%
AAM
1208
AR Asset Management
California
$895K – – –
GC
1209
Gilbert & Cook
Iowa
$895K -$12.2K -28 -1%
SFG
1210
SNS Financial Group
Minnesota
$895K +$983K +2,250 New
WA
1211
Wealth Alliance
New York
$895K -$311K -712 -24%
PVI
1212
Pine Valley Investments
New Jersey
$893K -$45.9K -105 -4%
DI
1213
Diligent Investors
California
$892K +$48.1K +110 +5%
APW
1214
Aventura Private Wealth
Florida
$891K +$6.55K +15 +0.7%
IMRF
1215
Illinois Municipal Retirement Fund
Illinois
$887K -$3.61M -8,258 -79%
APP
1216
Avantax Planning Partners
Iowa
$886K +$87.4K +200 +10%
BFM
1217
Boothbay Fund Management
New York
$886K +$973K +2,227 New
VCA
1218
Verdence Capital Advisors
Maryland
$885K -$21K -48 -2%
ETCM
1219
Evolutionary Tree Capital Management
Virginia
$871K +$957K +2,190 New
OWCM
1220
One Wealth Capital Management
Arizona
$869K +$510K +1,168 +115%
GM
1221
GeoWealth Management
Illinois
$868K -$21.8K -50 -2%
FRM
1222
Fox Run Management
Connecticut
$866K +$951K +2,177 New
PWS
1223
Proactive Wealth Strategies
Georgia
$865K +$5.24K +12 +0.6%
VEM
1224
Vann Equity Management
Texas
$865K -$6.55K -15 -0.7%
OFS
1225
OneAscent Financial Services
Alabama
$858K -$17.5K -40 -2%
47 48
49
50 51