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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1276
Navalign LLC
California
$565K – – –
MPWT
1277
MassMutual Private Wealth & Trust
Connecticut
$564K +$41.9K +90 +9%
CMS
1278
Capital Market Strategies
Florida
$563K -$8.85K -19 -2%
WWM
1279
Wolff Wiese Magana
California
$563K +$14K +30 +3%
CH
1280
Cromwell Holdings
Wyoming
$562K – – –
SPC
1281
Spirepoint Private Client
Florida
$562K +$3.26K +7 +0.6%
LWM
1282
LJI Wealth Management
Indiana
$560K +$7.45K +16 +1%
DTL
1283
Dynamic Technology Lab
Singapore
$559K +$530K +1,139 New
GWSG
1284
GPS Wealth Strategies Group
Colorado
$556K -$164K -353 -24%
TWM
1285
Trueblood Wealth Management
Ohio
$556K +$24.7K +53 +5%
RWP
1286
Revolve Wealth Partners
New Jersey
$555K -$466 -1 -0.1%
NC
1287
Northcape Capital
Australia
$550K -$315K -676 -38%
TW
1288
TrinityPoint Wealth
Connecticut
$549K +$2.79K +6 +0.5%
4WM
1289
44 Wealth Management
Oregon
$545K +$495K +1,064 New
9WM
1290
9258 Wealth Management
Ohio
$545K -$2.79K -6 -0.5%
TSS
1291
Two Sigma Securities
New York
$541K -$419K -899 -45%
IP
1292
Investment Partners
Ohio
$541K – – –
WLG
1293
Williamson Legacy Group
Indiana
$540K +$512K +1,100 New
KFA
1294
Kapstone Financial Advisors
Ohio
$538K – – –
ZIC
1295
ZWJ Investment Counsel
Georgia
$537K – – –
FP
1296
Financial Perspectives
Minnesota
$536K – – –
WPW
1297
Warther Private Wealth
Ohio
$535K – – –
NGA
1298
Naples Global Advisors
Florida
$533K – – –
TWA
1299
TCI Wealth Advisors
Arizona
$533K +$6.52K +14 +1%
FMN
1300
Financial Management Network
California
$530K +$2.33K +5 +0.5%
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52
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