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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
1326
Ashton Thomas Private Wealth
Arizona
$402K -$144K -362 -29%
CA
1327
Claro Advisors
Massachusetts
$402K +$33.5K +84 +10%
GI
1328
GLOBALT Investments
Georgia
$400K – – –
LWA
1329
Ledgewood Wealth Advisors
New Hampshire
$400K – – –
NAMP
1330
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$400K – – –
PI
1331
Parkside Investments
Illinois
$400K – – –
VWM
1332
Vigilare Wealth Management
Arizona
$399K – – –
APW
1333
Austin Private Wealth
Texas
$399K +$16.3K +41 +5%
LA
1334
Legacy Advisors
Pennsylvania
$396K -$99.2K -249 -22%
SW
1335
StrongBox Wealth
Missouri
$395K +$28.7K +72 +9%
FFG
1336
Fiduciary Financial Group
California
$394K +$358K +900 New
CG
1337
Clarus Group
Texas
$394K – – –
JAG
1338
Journey Advisory Group
Kentucky
$393K +$40.2K +101 +13%
FMTC
1339
Farmers & Merchants Trust Company
California
$392K -$5.58K -14 -2%
TWM
1340
Thrive Wealth Management
Pennsylvania
$388K -$9.96K -25 -3%
VCP
1341
Verus Capital Partners
Arizona
$387K +$35.8K +90 +12%
GMA
1342
Glassy Mountain Advisors
Maryland
$386K – – –
DFG
1343
Delta Financial Group
New Jersey
$386K +$8.36K +21 +2%
KA
1344
Kercheville Advisors
Texas
$385K +$83.6K +210 +32%
CA
1345
Callahan Advisors
Texas
$383K – – –
BOS
1346
Bank of Stockton
California
$383K +$343K +860 New
MIM
1347
Morningstar Investment Management
Illinois
$380K – – –
FWCM
1348
Ferguson Wellman Capital Management
Oregon
$378K – – –
BHB
1349
Bank Hapoalim BM
Israel
$377K – – –
KHCM
1350
Kirtland Hills Capital Management
Ohio
$376K +$3.58K +9 +1%
52 53
54
55 56