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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1301
Kolinsky Wealth Management
New Jersey
$362K +$27.2K +72 +9%
PNAA
1302
Pictet North America Advisors
Switzerland
$361K – – –
OL
1303
OneFund LLC
Florida
$361K -$6.8K -18 -2%
VC
1304
Vicus Capital
Pennsylvania
$360K +$340K +901 New
GI
1305
GLOBALT Investments
Georgia
$359K – – –
LWA
1306
Ledgewood Wealth Advisors
New Hampshire
$359K – – –
NAMP
1307
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$359K – – –
PI
1308
Parkside Investments
Illinois
$359K – – –
LFAS
1309
Level Four Advisory Services
Texas
$359K – – –
PWG
1310
Portside Wealth Group
Utah
$359K +$31.4K +83 +10%
VWM
1311
Vigilare Wealth Management
Arizona
$358K -$37K -98 -10%
CAM
1312
Concorde Asset Management
Michigan
$358K -$5.67K -15 -2%
TWM
1313
Thrive Wealth Management
Pennsylvania
$358K +$55.5K +147 +20%
FMTC
1314
Farmers & Merchants Trust Company
California
$357K +$2.65K +7 +0.8%
PWLP
1315
Prio Wealth Limited Partnership
Massachusetts
$357K +$41.9K +111 +14%
DP
1316
Dearborn Partners
Illinois
$356K -$9.45K -25 -3%
CG
1317
Clarus Group
Texas
$353K -$3.78K -10 -1%
BFC
1318
Blue Fin Capital
Rhode Island
$353K +$7.56K +20 +2%
CFD
1319
Creative Financial Designs
Indiana
$353K +$22.7K +60 +7%
GSIAS
1320
Garden State Investment Advisory Services
New Jersey
$351K +$66.9K +177 +25%
FWP
1321
FAS Wealth Partners
Kansas
$351K +$2.27K +6 +0.7%
SIMG
1322
Sonora Investment Management Group
Arizona
$349K -$13.2K -35 -4%
GMA
1323
Glassy Mountain Advisors
Maryland
$346K +$1.89K +5 +0.6%
AFG
1324
Atomi Financial Group
New York
$346K +$53.7K +142 +20%
CA
1325
Callahan Advisors
Texas
$344K -$23.8K -63 -7%
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