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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1451
Navigation Group
California
$528K +$4.37K +10 +0.8%
AC
1452
Apella Capital
Connecticut
$525K +$150K +343 +39%
TFM
1453
TFC Financial Management
Massachusetts
$525K +$874 +2 +0.2%
SW
1454
Simplicity Wealth
New Jersey
$514K -$59.9K -137 -10%
AIM
1455
Acropolis Investment Management
Missouri
$512K – – –
PTC
1456
Private Trust Company
Ohio
$512K -$32.3K -74 -5%
TW
1457
ticino wealth
California
$512K +$289K +662 +106%
CFG
1458
Cooper Financial Group
California
$511K -$66.8K -153 -11%
GIA
1459
Gladstone Institutional Advisory
Florida
$511K -$292K -669 -34%
IAG
1460
Investmark Advisory Group
Connecticut
$510K +$30.6K +70 +6%
APWM
1461
Argonautica Private Wealth Management
Massachusetts
$509K +$11.4K +26 +2%
BI
1462
BlueSpruce Investments
Illinois
$509K +$559K +1,280 New
CWA
1463
CM Wealth Advisors
Ohio
$508K -$76.9K -176 -12%
MSFS
1464
Main Street Financial Solutions
Pennsylvania
$507K +$88.3K +202 +19%
CPC
1465
Cookson Peirce & Co
Pennsylvania
$505K +$104K +238 +23%
JFGIW
1466
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$505K +$308K +704 +125%
AO
1467
Advisor OS
Illinois
$504K -$90.4K -207 -14%
GS
1468
GTS Securities
Florida
$503K -$571K -1,308 -51%
CA
1469
CoreCap Advisors
Michigan
$503K -$70.3K -161 -11%
FNBOO
1470
First National Bank of Omaha
Nebraska
$502K -$422K -966 -44%
FFA
1471
First Foundation Advisors
California
$500K +$52.4K +120 +11%
TA
1472
TFB Advisors
Kansas
$495K +$52.9K +121 +11%
NS
1473
NBC Securities
Alabama
$494K +$88.7K +203 +20%
TWP
1474
Triad Wealth Partners
Kansas
$494K +$328K +751 +133%
ACA
1475
Arsenal Capital Advisors
Pennsylvania
$492K -$6.12K -14 -1%
57 58
59
60 61