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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1226
Diligent Investors
California
$983K – – –
AFT
1227
Alpha Family Trust
California
$980K – – –
JWM
1228
JGP Wealth Management
Oregon
$978K -$16.7K -33 -2%
GPA
1229
Guerra Pan Advisors
New Jersey
$978K -$7.59K -15 -0.7%
MGIA
1230
Moneta Group Investment Advisors
Missouri
$976K -$88.5K -175 -8%
FLPIM
1231
F.L. Putnam Investment Management
Massachusetts
$975K +$40.5K +80 +4%
BWP
1232
Balboa Wealth Partners
Arizona
$973K +$24.3K +48 +2%
SWA
1233
SFMG Wealth Advisors
Texas
$972K -$13.7K -27 -1%
SPWM
1234
Schrum Private Wealth Management
Florida
$968K +$15.7K +31 +1%
WSA
1235
Warm Springs Advisors
California
$968K – – –
LFA
1236
Legacy Financial Advisors
Kentucky
$966K -$1.52K -3 -0.1%
NPF
1237
Norris Perne & French
Michigan
$964K -$76.4K -151 -7%
PL
1238
Perpetual Ltd
Australia
$961K +$129K +255 +14%
EWA
1239
EverSource Wealth Advisors
Alabama
$959K +$98.7K +195 +10%
SLT
1240
St Louis Trust
Missouri
$957K – – –
I
1241
INVST
Indiana
$953K -$150K -297 -13%
XWL
1242
XXI Wealth LLC
Illinois
$952K +$46K +91 +5%
GLAM
1243
Gardner Lewis Asset Management
Pennsylvania
$952K +$259K +511 +33%
WC
1244
Waterloo Capital
Texas
$951K -$1.12M -2,217 -52%
DWA
1245
Douglass Winthrop Advisors
New York
$938K +$9.61K +19 +0.9%
CCC
1246
Compass Capital Corp
Massachusetts
$934K +$74.4K +147 +8%
APP
1247
Avantax Planning Partners
Iowa
$934K +$39K +77 +4%
SWM
1248
SeaCrest Wealth Management
New York
$933K -$97.6K -193 -9%
HBT
1249
Heartland Bank & Trust
Illinois
$929K +$21.2K +42 +2%
IC
1250
Inscription Capital
Texas
$927K -$92.1K -182 -8%
48 49
50
51 52