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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1201
Allegheny Financial Group
Pennsylvania
$1M -$33.2K -60 -3%
WSA
1202
Warm Springs Advisors
California
$1M +$71.3K +129 +7%
DAM
1203
Draper Asset Management
New York
$1M +$213K +386 +24%
PFA
1204
Pure Financial Advisors
California
$1M +$287K +519 +34%
SWM
1205
SeaCrest Wealth Management
New York
$1,000K +$20.5K +37 +2%
FFM
1206
Forum Financial Management
Illinois
$994K +$3.87K +7 +0.4%
MUAMU
1207
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$991K -$2.16M -3,900 -66%
AWP
1208
Atlas Wealth Partners
Pennsylvania
$991K – – –
CAWM
1209
Capital A Wealth Management
Pennsylvania
$991K -$1.66K -3 -0.1%
CCAM
1210
Codex Capital Asset Management
Texas
$991K – – –
NI
1211
NCP Inc
California
$991K – – –
GWMR
1212
GC Wealth Management RIA
Massachusetts
$985K -$55.3K -100 -5%
MMA
1213
Miracle Mile Advisors
California
$982K +$19.4K +35 +2%
SFA
1214
Souders Financial Advisors
Ohio
$981K -$411K -744 -27%
CFP
1215
Catalyst Financial Partners
Massachusetts
$976K +$29.9K +54 +3%
WPWM
1216
Western Pacific Wealth Management
Illinois
$971K – – –
BOM
1217
Bank of Marin
California
$969K -$1.11K -2 -0.1%
CCG
1218
Catalina Capital Group
California
$968K -$420K -759 -28%
GWM
1219
Geneos Wealth Management
Colorado
$967K +$201K +364 +23%
ARG
1220
Advisory Resource Group
Oklahoma
$964K +$1.08M +1,947 New
SMA
1221
Sage Mountain Advisors
Georgia
$962K +$40.4K +73 +4%
LG
1222
LaFleur & Godfrey
Michigan
$960K -$11.1K -20 -1%
IC
1223
Iconiq Capital
California
$956K +$149K +270 +16%
BPW
1224
Bingham Private Wealth
California
$955K +$553 +1 +0.1%
SF
1225
Symphony Financial
Texas
$952K +$909K +1,644 +426%
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49
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