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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AZ
1426
Alpha Zero
Florida
$763K -$40.5K -76 -5%
NIP
1427
Nicholas Investment Partners
California
$759K -$4.93M -9,263 -87%
PA
1428
Planning Alternatives
Michigan
$759K +$713K +1,340 New
MWM
1429
Modera Wealth Management
New Jersey
$758K +$9.58K +18 +1%
OAM
1430
Occidental Asset Management
California
$758K -$532 -1 -0.1%
PTC
1431
Private Trust Company
Ohio
$758K +$71.3K +134 +11%
FI
1432
Finivi Inc
Massachusetts
$750K -$61.8K -116 -8%
VCM
1433
Virtue Capital Management
Tennessee
$750K -$1.67M -3,128 -70%
WFI
1434
West Family Investments
California
$749K – – –
PWA
1435
Prairie Wealth Advisors
Nebraska
$748K -$744K -1,397 Closed
MWM
1436
Mindset Wealth Management
Indiana
$748K -$26.6K -50 -4%
CCM
1437
Condor Capital Management
New Jersey
$747K -$1.06K -2 -0.2%
MA
1438
MJP Associates
Connecticut
$747K +$50.6K +95 +8%
TFM
1439
TFC Financial Management
Massachusetts
$746K – – –
LSA
1440
Lansing Street Advisors
Pennsylvania
$744K -$28.7K -54 -4%
KAM
1441
Karani Asset Management
New York
$744K -$2.13K -4 -0.3%
CJ
1442
Caitlin John
Michigan
$742K +$663K +1,245 +1,886%
MMG
1443
Monetary Management Group
Missouri
$742K -$18.6K -35 -3%
CWM
1444
Connecticut Wealth Management
Connecticut
$741K +$12.2K +23 +2%
SPC
1445
Spirepoint Private Client
Florida
$735K +$40.5K +76 +6%
APWM
1446
Argonautica Private Wealth Management
Massachusetts
$728K -$13.3K -25 -2%
AIM
1447
Acropolis Investment Management
Missouri
$727K +$175K +328 +34%
IBOK
1448
Independence Bank of Kentucky
Kentucky
$726K +$13.3K +25 +2%
AHL
1449
Abel Hall LLC
Louisiana
$726K +$379K +712 +125%
ACA
1450
Arsenal Capital Advisors
Pennsylvania
$726K +$682K +1,281 New
56 57
58
59 60