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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1301
LVW Advisors
New York
$742K -$48.9K -112 -6%
SPWM
1302
Schrum Private Wealth Management
Florida
$740K -$188K -431 -21%
WFP
1303
Worthington Financial Partners
Ohio
$740K +$7.43K +17 +0.9%
MFS
1304
Miller Financial Services
Michigan
$740K +$296K +677 +57%
CCC
1305
Compass Capital Corp
Massachusetts
$740K -$85.2K -195 -10%
PCS
1306
Personal CFO Solutions
New Jersey
$738K -$221K -505 -21%
HCMG
1307
Howard Capital Management Group
California
$736K -$21.8K -50 -3%
MMCM
1308
Murphy & Mullick Capital Management
New York
$735K -$8.3K -19 -1%
GAA
1309
Global Assets Advisory
Florida
$733K +$291K +667 +58%
JAG
1310
Journey Advisory Group
Kentucky
$731K -$24.9K -57 -3%
DI
1311
Decision Investments
California
$730K -$52K -119 -6%
PHIC
1312
Pine Haven Investment Counsel
Massachusetts
$727K +$4.37K +10 +0.6%
MA
1313
Mutual Advisors
Nebraska
$725K +$397K +909 +99%
SCI
1314
Stableford Capital II
Arizona
$719K -$4.81K -11 -0.6%
ASA
1315
Axxion S.A.
Luxembourg
$719K +$790K +1,809 New
PCA
1316
Pallas Capital Advisors
Massachusetts
$718K +$45.4K +104 +6%
EFS
1317
Essex Financial Services
Connecticut
$717K +$82.1K +188 +12%
JFGLC
1318
Johnson Financial Group LLC (Colorado)
Colorado
$714K +$15.7K +36 +2%
RCM
1319
RB Capital Management
Nevada
$711K -$6.12K -14 -0.8%
MF
1320
Magnetar Financial
Illinois
$711K +$781K +1,787 New
KIA
1321
KCM Investment Advisors
California
$710K -$14.4K -33 -2%
PCP
1322
Proficio Capital Partners
Massachusetts
$710K +$780K +1,785 New
HWA
1323
Heritage Wealth Advisors
Virginia
$708K -$48.1K -110 -6%
BAM
1324
Belpointe Asset Management
Nevada
$707K -$1.4M -3,207 -64%
AWM
1325
Avior Wealth Management
Nebraska
$706K -$3.06K -7 -0.4%
51 52
53
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