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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1476
Prosperity Wealth Management
California
$664K +$624K +1,172 New
CPW
1477
Cove Private Wealth
New York
$663K +$246K +462 +65%
VC
1478
Veery Capital
Delaware
$662K -$1.6K -3 -0.3%
NGA
1479
Naples Global Advisors
Florida
$660K +$53.2K +100 +9%
KIM
1480
Kestra Investment Management
Texas
$659K -$176K -330 -22%
LOIM
1481
Liberty One Investment Management
Illinois
$658K -$599K -1,125 -49%
DWM
1482
Drive Wealth Management
Utah
$658K +$38.3K +72 +7%
SFO
1483
Stokes Family Office
Louisiana
$656K +$81.5K +153 +15%
RBC
1484
Romano Brothers & Co
Illinois
$655K +$42.6K +80 +7%
RL
1485
Retireful LLC
Michigan
$655K +$609K +1,144 New
ZIC
1486
ZWJ Investment Counsel
Georgia
$654K +$44.7K +84 +8%
AF
1487
Advisornet Financial
Minnesota
$652K -$19.2K -36 -3%
EA
1488
Everpar Advisors
Oklahoma
$650K +$70.3K +132 +13%
CH
1489
Cromwell Holdings
Wyoming
$648K – – –
DIA
1490
Dana Investment Advisors
Wisconsin
$646K +$11.2K +21 +2%
HEM
1491
Henson-Edgewater Management
Ohio
$646K +$607K +1,140 New
TP
1492
TritonPoint Partners
Maryland
$646K +$607K +1,140 New
MWM
1493
Modern Wealth Management
Kansas
$643K +$78.3K +147 +15%
PWMG
1494
Prestige Wealth Management Group
New Jersey
$641K +$559K +1,050 +1,280%
RPC
1495
Rossmore Private Capital
Connecticut
$641K +$70.8K +133 +13%
SGCA
1496
Steel Grove Capital Advisors
Tennessee
$639K +$94.8K +178 +19%
PPW
1497
Parcion Private Wealth
Washington
$638K +$32.5K +61 +6%
NWAG
1498
Net Worth Advisory Group
Utah
$637K -$16K -30 -3%
FNBOH
1499
First National Bank of Hutchinson
Kansas
$635K +$597K +1,121 New
TCM
1500
Tufton Capital Management
Maryland
$634K -$88.9K -167 -13%
58 59
60
61 62