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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
1451
Investmark Advisory Group
Connecticut
$510K +$30.6K +70 +6%
APWM
1452
Argonautica Private Wealth Management
Massachusetts
$509K +$11.4K +26 +2%
BI
1453
BlueSpruce Investments
Illinois
$509K +$559K +1,280 New
CWA
1454
CM Wealth Advisors
Ohio
$508K -$76.9K -176 -12%
MSFS
1455
Main Street Financial Solutions
Pennsylvania
$507K +$88.3K +202 +19%
CPC
1456
Cookson Peirce & Co
Pennsylvania
$505K +$104K +238 +23%
JFGIW
1457
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$505K +$308K +704 +125%
AO
1458
Advisor OS
Illinois
$504K -$90.4K -207 -14%
GS
1459
GTS Securities
Florida
$503K -$571K -1,308 -51%
CA
1460
CoreCap Advisors
Michigan
$503K -$70.3K -161 -11%
FNBOO
1461
First National Bank of Omaha
Nebraska
$502K -$422K -966 -44%
FFA
1462
First Foundation Advisors
California
$500K +$52.4K +120 +11%
TA
1463
TFB Advisors
Kansas
$495K +$52.9K +121 +11%
NS
1464
NBC Securities
Alabama
$494K +$88.7K +203 +20%
TWP
1465
Triad Wealth Partners
Kansas
$494K +$328K +751 +133%
ACA
1466
Arsenal Capital Advisors
Pennsylvania
$492K -$6.12K -14 -1%
LIA
1467
Limestone Investment Advisors
New York
$492K +$485K +1,110 +867%
OWM
1468
OneAscent Wealth Management
Alabama
$492K -$59K -135 -10%
MWP
1469
Meriwether Wealth & Planning
Louisiana
$491K -$874 -2 -0.2%
TIM
1470
Tevis Investment Management
Texas
$491K +$540K +1,235 New
EAM
1471
Empirical Asset Management
Massachusetts
$490K -$846K -1,936 -61%
CWS
1472
Confluence Wealth Services
Pennsylvania
$490K +$74.3K +170 +16%
CA
1473
Continuum Advisory
Idaho
$489K -$558K -1,277 -51%
KFA
1474
Kapstone Financial Advisors
Ohio
$489K -$7.86K -18 -1%
PW
1475
Paladin Wealth
Minnesota
$487K +$128K +293 +31%
57 58
59
60 61