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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1201
Balboa Wealth Partners
Arizona
$1.16M +$352K +674 +46%
FFM
1202
Forum Financial Management
Illinois
$1.16M +$64.3K +123 +6%
QIM
1203
Quest Investment Management
Oregon
$1.15M +$1.11M +2,122 New
KWA
1204
Kingswood Wealth Advisors
California
$1.15M -$52.3K -100 -5%
MMM
1205
Mendel Money Management
Illinois
$1.15M +$1.05K +2 +0.1%
HCMG
1206
Howard Capital Management Group
California
$1.14M -$13.1K -25 -1%
OLVIG
1207
Oliver Lagore Vanvalin Investment Group
Michigan
$1.14M +$1.2M +2,298 New
WMP
1208
Wealth Management Partners
Arizona
$1.13M +$42.4K +81 +4%
FMLI
1209
Fukoku Mutual Life Insurance
Japan
$1.13M -$73.2K -140 -6%
RWP
1210
Revolve Wealth Partners
New Jersey
$1.13M -$28.2K -54 -3%
SWM
1211
SeaCrest Wealth Management
New York
$1.13M +$31.9K +61 +3%
LA
1212
Lifeworks Advisors
Michigan
$1.13M +$22.5K +43 +2%
C
1213
Certuity
Florida
$1.13M -$77.4K -148 -7%
SPWM
1214
Schrum Private Wealth Management
Florida
$1.12M – – –
FA
1215
Fedenia Advisers
Wisconsin
$1.12M -$22.5K -43 -2%
AA
1216
Ancora Advisors
Ohio
$1.12M +$523 +1 +0%
KAS
1217
KPP Advisory Services
Kentucky
$1.12M +$349K +668 +48%
GM
1218
GeoWealth Management
Illinois
$1.12M -$134K -257 -11%
ARG
1219
Advisory Resource Group
Oklahoma
$1.11M +$53.9K +103 +5%
ATPW
1220
Ashton Thomas Private Wealth
Arizona
$1.11M -$303K -580 -22%
BFP
1221
Beacon Financial Planning
Massachusetts
$1.11M – – –
LWMM
1222
Legacy Wealth Management (Mississippi)
Mississippi
$1.11M -$87.8K -168 -8%
1CP
1223
17 Capital Partners
Arizona
$1.11M +$78.4K +150 +8%
TSS
1224
Two Sigma Securities
New York
$1.11M +$1.06M +2,036 New
WANY
1225
Wealthspire Advisors (New York)
New York
$1.1M +$189K +362 +22%
47 48
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