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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1276
Private Trust Company
Ohio
$956K +$176K +337 +24%
EWA
1277
EverSource Wealth Advisors
Alabama
$951K +$212K +406 +30%
SIM
1278
Sentry Investment Management
Wisconsin
$951K -$32.9K -63 -3%
SPA
1279
Sherbrooke Park Advisers
New York
$950K +$370K +707 +68%
LA
1280
LVW Advisors
New York
$943K +$97.8K +187 +12%
TSWM
1281
Tyler-Stone Wealth Management
Ohio
$938K -$1.57K -3 -0.2%
AIM
1282
Aigen Investment Management
New York
$934K +$520K +994 +137%
RCA
1283
Roberts Capital Advisors
Colorado
$934K – – –
MFS
1284
Monetta Financial Services
Illinois
$924K – – –
AWM
1285
Avior Wealth Management
Nebraska
$924K +$200K +382 +29%
SCI
1286
Stableford Capital II
Arizona
$924K +$974K +1,863 New
ATFA
1287
All Terrain Financial Advisors
Minnesota
$923K – – –
WPC
1288
Waters Parkerson & Co
Louisiana
$923K +$52.3K +100 +6%
CCA
1289
Childress Capital Advisors
Texas
$920K +$73.7K +141 +9%
FMP
1290
Financial Management Professionals
Texas
$917K -$3.66K -7 -0.4%
SCM
1291
Stevens Capital Management
Pennsylvania
$912K -$586K -1,121 -40%
T
1292
Tableaux
Massachusetts
$910K +$639K +1,222 +270%
PCM
1293
Prelude Capital Management
New York
$901K -$109K -208 -11%
PPWM
1294
Paragon Private Wealth Management
Kentucky
$900K +$115K +220 +15%
MMCM
1295
Murphy & Mullick Capital Management
New York
$900K – – –
CCFM
1296
Clear Creek Financial Management
Washington
$899K +$43.4K +83 +5%
GSWM
1297
Golden State Wealth Management
California
$898K -$54.4K -104 -6%
OHWP
1298
Oak Harbor Wealth Partners
North Carolina
$898K +$106K +203 +14%
KIA
1299
KCM Investment Advisors
California
$897K -$876K -1,676 -50%
EG
1300
Ellerson Group
Maryland
$897K – – –
50 51
52
53 54