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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1476
Valmark Advisers
Ohio
$551K +$49.6K +98 +9%
RBC
1477
Romano Brothers & Co
Illinois
$550K +$18.2K +36 +3%
EW
1478
Expressive Wealth
Illinois
$546K +$612K +1,209 New
IP
1479
Investment Partners
Ohio
$545K -$7.59K -15 -1%
MFS
1480
Miller Financial Services
Michigan
$545K +$32.9K +65 +6%
MNA
1481
Manning & Napier Advisors
New York
$544K -$1.84M -3,636 -75%
FIA
1482
Foundations Investment Advisors
Arizona
$543K +$79.4K +157 +15%
SG
1483
StoneX Group
New York
$543K +$199K +394 +50%
OFP
1484
OLIO Financial Planning
Virginia
$542K – – –
TAFW
1485
Tred Avon Family Wealth
Maryland
$539K -$9.61K -19 -2%
VC
1486
Veery Capital
Delaware
$537K -$1.52K -3 -0.3%
DE
1487
Defiance ETFs
New York
$537K +$589K +1,165 New
AMG
1488
Advisors Management Group
Wisconsin
$537K -$481K -950 -45%
SP
1489
SmartHarvest Portfolios
Washington
$537K -$133K -263 -18%
CWWM
1490
Clear Wave Wealth Management
New Jersey
$535K +$587K +1,160 New
GAA
1491
Global Assets Advisory
Florida
$534K +$586K +1,158 New
VWA
1492
Visionary Wealth Advisors
Illinois
$531K +$48.6K +96 +9%
NGA
1493
Naples Global Advisors
Florida
$531K -$7.59K -15 -1%
AU
1494
AlphaGrep UK
$528K +$131K +259 +29%
SHGA
1495
Sand Hill Global Advisors
California
$527K +$44K +87 +8%
CH
1496
Cromwell Holdings
Wyoming
$527K – – –
BWP
1497
BSW Wealth Partners
Colorado
$526K -$258K -509 -31%
FAMI
1498
Fideuram Asset Management (Ireland)
$525K -$3.93M -7,773 -88%
AWM
1499
Aries Wealth Management
Maine
$525K +$179K +354 +45%
FFA
1500
First Foundation Advisors
California
$525K +$174K +344 +43%
58 59
60
61 62