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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
1201
Yorktown Management & Research Company
Virginia
$308K – – –
CG
1202
Clarus Group
Texas
$306K -$148K -490 -35%
ECG
1203
Edge Capital Group
Georgia
$303K -$4.24K -14 -2%
CIS
1204
Continental Investors Services
Washington
$302K +$274K +906 New
BHPW
1205
Beverly Hills Private Wealth
California
$300K +$293K +970 New
CCA
1206
Cobblestone Capital Advisors
New York
$300K – – –
FWP
1207
FAS Wealth Partners
Kansas
$299K +$7.87K +26 +3%
EW
1208
Evoke Wealth
California
$299K +$264K +873 New
FAG
1209
Fortitude Advisory Group
Washington
$298K -$3.03K -10 -1%
GB
1210
Goepper Burkhardt
South Carolina
$295K – – –
GMA
1211
Glassy Mountain Advisors
Maryland
$295K +$261K +863 New
DFG
1212
Delta Financial Group
New Jersey
$295K +$261K +862 New
TW
1213
TrinityPoint Wealth
Connecticut
$295K +$2.42K +8 +0.9%
MFG
1214
Magnus Financial Group
New York
$295K +$22.1K +73 +9%
EWM
1215
Evercore Wealth Management
New York
$294K – – –
SFC
1216
Strategic Financial Concepts
Texas
$294K +$1.21K +4 +0.5%
TAM
1217
Trillium Asset Management
Massachusetts
$294K +$261K +861 New
WI
1218
WrapManager Inc
California
$293K -$14.5K -48 -5%
CT
1219
Coastline Trust
Rhode Island
$292K +$259K +855 New
CWP
1220
Concord Wealth Partners
Virginia
$292K +$97.7K +323 +61%
TPCW
1221
TD Private Client Wealth
New York
$291K +$33.9K +112 +15%
FAFN
1222
First Affirmative Financial Network
Colorado
$291K -$303 -1 -0.1%
BHB
1223
Bank Hapoalim BM
Israel
$290K – – –
KWM
1224
Kolinsky Wealth Management
New Jersey
$290K +$259K +856 New
UIA
1225
Ulland Investment Advisors
Minnesota
$289K – – –
47 48
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50 51