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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1201
Transcend Capital Advisors
New Jersey
$1.04M +$150K +297 +15%
AAM
1202
AR Asset Management
California
$1.04M – – –
CT
1203
Caldwell Trust
Florida
$1.03M -$6.07K -12 -0.5%
JSW
1204
Journey Strategic Wealth
New Jersey
$1.03M -$230K -455 -17%
ECM
1205
EagleClaw Capital Management
Massachusetts
$1.03M -$35.4K -70 -3%
AFWM
1206
Arta Finance Wealth Management
California
$1.03M +$112K +221 +11%
GM
1207
GeoWealth Management
Illinois
$1.03M +$40.5K +80 +4%
PFA
1208
Pure Financial Advisors
California
$1.03M -$6.07K -12 -0.5%
APW
1209
Aventura Private Wealth
Florida
$1.03M +$429K +847 +61%
MIM
1210
Moseley Investment Management
Florida
$1.02M +$8.6K +17 +0.8%
CAG
1211
Csenge Advisory Group
Florida
$1.01M -$9.11K -18 -0.8%
BWG
1212
Boomfish Wealth Group
Georgia
$1.01M +$1.11M +2,199 New
OFS
1213
OneAscent Financial Services
Alabama
$1.01M +$923K +1,824 +488%
TC
1214
Truvestments Capital
Florida
$1.01M -$62.2K -123 -5%
DA
1215
Doliver Advisors
Texas
$1.01M -$83.5K -165 -7%
LI
1216
LRI Investments
Florida
$1.01M -$22.8K -45 -2%
VEM
1217
Vann Equity Management
Texas
$1.01M +$1.11M +2,190 New
PE
1218
PCM Encore
Colorado
$1.01M +$61.2K +121 +6%
SIM
1219
Samara Investment Management
Oregon
$1M +$1.1M +2,172 New
FNBOO
1220
First National Bank of Omaha
Nebraska
$1M -$491K -971 -31%
PWS
1221
Proactive Wealth Strategies
Georgia
$998K +$545K +1,077 +99%
EEL
1222
Expect Equity LLC
Maryland
$991K +$1.09M +2,150 New
SWM
1223
Sendero Wealth Management
Texas
$990K -$20.7K -41 -2%
BBES
1224
Buffalo Business & Estate Services
New York
$988K -$133K -263 -11%
WMP
1225
Wealth Management Partners
Arizona
$984K +$18.2K +36 +2%
47 48
49
50 51