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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LJCM
1376
Lee Johnson Capital Management
Texas
$747K -$3.85M -7,365 -84%
UWPG
1377
Ullmann Wealth Partners Group
Florida
$746K +$24.1K +46 +3%
SC
1378
Saiph Capital
New Jersey
$745K +$226K +432 +46%
VCM
1379
Virtue Capital Management
Tennessee
$744K -$28.8K -55 -4%
RMC
1380
Resources Management Corp
Connecticut
$744K +$10.5K +20 +1%
CCA
1381
Cobblestone Capital Advisors
New York
$742K -$5.23K -10 -0.7%
WB
1382
WesBanco Bank
West Virginia
$740K -$75.3K -144 -10%
OC
1383
Oarsman Capital
Wisconsin
$738K +$47.1K +90 +7%
MWM
1384
Mindset Wealth Management
Indiana
$736K +$8.89K +17 +1%
ECA
1385
Elevated Capital Advisors
Utah
$735K – – –
MWM
1386
Modera Wealth Management
New Jersey
$729K -$111K -212 -14%
FBB
1387
Fulton Breakefield Broenniman
Maryland
$727K +$3.14K +6 +0.5%
CFG
1388
Cooper Financial Group
California
$724K +$43.4K +83 +7%
CPIA
1389
Cornell Pochily Investment Advisors
New York
$722K +$73.2K +140 +12%
DCM
1390
DGS Capital Management
New Jersey
$718K -$183K -350 -21%
LSA
1391
Lansing Street Advisors
Pennsylvania
$718K +$263K +503 +61%
ASBI
1392
American State Bank (Iowa)
Iowa
$717K +$1.05K +2 +0.2%
GGS
1393
Galvin Gaustad & Stein
Arizona
$717K +$157K +300 +29%
BTWM
1394
Baker Tilly Wealth Management
Wisconsin
$716K -$12K -23 -2%
TFM
1395
TFC Financial Management
Massachusetts
$716K – – –
GLAM
1396
Gardner Lewis Asset Management
Pennsylvania
$715K +$312K +596 +83%
AIP
1397
Almanack Investment Partners
Pennsylvania
$713K +$687K +1,313 New
LCWP
1398
Legacy Capital Wealth Partners
Arkansas
$713K -$41.8K -80 -6%
APWM
1399
Argonautica Private Wealth Management
Massachusetts
$712K -$1.57K -3 -0.2%
ALAM
1400
Asahi Life Asset Management
Japan
$712K +$685K +1,310 New
54 55
56
57 58