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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1201
Cobblestone Capital Advisors
New York
$545K +$59.7K +150 +14%
CIA
1202
Choate Investment Advisors
Massachusetts
$544K -$2.79K -7 -0.6%
CW
1203
Channel Wealth
California
$542K – – –
CPIA
1204
Cornell Pochily Investment Advisors
New York
$540K +$213K +535 +79%
CAG
1205
Csenge Advisory Group
Florida
$540K -$5.97K -15 -1%
AC
1206
Allstate Corporation
Illinois
$540K -$5.18K -13 -1%
KAS
1207
KPP Advisory Services
Kentucky
$537K +$51K +128 +12%
TNA
1208
True North Advisors
Texas
$537K -$16.3K -41 -3%
PCI
1209
Planning Center Inc
Illinois
$534K – – –
CWP
1210
Concord Wealth Partners
Virginia
$533K -$30.3K -76 -6%
ICP
1211
Interchange Capital Partners
Pennsylvania
$532K +$22.3K +56 +5%
WB
1212
WesBanco Bank
West Virginia
$531K +$3.58K +9 +0.8%
YC
1213
Yarbrough Capital
Tennessee
$529K – – –
VC
1214
Veery Capital
Delaware
$529K +$1.59K +4 +0.3%
AFG
1215
Atomi Financial Group
New York
$527K +$127K +318 +37%
AA
1216
Apriem Advisors
California
$526K – – –
KLCM
1217
KG&L Capital Management
Louisiana
$525K +$176K +441 +60%
IP
1218
Ignite Planners
California
$524K +$6.37K +16 +1%
CIM
1219
Contravisory Investment Management
Massachusetts
$522K +$30.7K +77 +7%
CMS
1220
Capital Market Strategies
Florida
$519K -$9.56K -24 -2%
MC
1221
Moors & Cabot
Massachusetts
$516K +$10.4K +26 +2%
EWA
1222
EverSource Wealth Advisors
Alabama
$514K +$112K +281 +32%
RPC
1223
Rossmore Private Capital
Connecticut
$513K +$5.58K +14 +1%
NL
1224
Navalign LLC
California
$512K -$79.7K -200 -15%
WANY
1225
Wealthspire Advisors (New York)
New York
$509K +$45K +113 +11%
47 48
49
50 51