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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1501
BlueStem Wealth Partners
Minnesota
$500K -$3.32K -6 -0.6%
TCM
1502
Tufton Capital Management
Maryland
$497K +$16.6K +30 +3%
HGA
1503
Hobbs Group Advisors
South Carolina
$496K – – –
CI
1504
Clal Insurance
Israel
$495K +$553K +1,000 New
SFO
1505
Stokes Family Office
Louisiana
$494K – – –
HA
1506
Huntleigh Advisors
Missouri
$493K – – –
SCP
1507
Stamos Capital Partners
California
$492K +$550K +994 New
AI
1508
AXS Investments
New York
$491K +$41.5K +75 +8%
GIA
1509
Guyasuta Investment Advisors
Pennsylvania
$490K – – –
AIA
1510
AIMZ Investment Advisors
California
$490K – – –
AWE
1511
Avidian Wealth Enterprises
Texas
$489K +$48.1K +87 +10%
EPIME
1512
Evelyn Partners Investment Management (Europe)
$489K -$6.08K -11 -1%
AIM
1513
Acropolis Investment Management
Missouri
$488K +$553 +1 +0.1%
VA
1514
Valmark Advisers
Ohio
$486K +$44.2K +80 +9%
EDRH
1515
Edmond de Rothschild Holding
Switzerland
$485K -$118K -213 -18%
TSWM
1516
Triangle Securities Wealth Management
North Carolina
$485K – – –
GTAM
1517
Global Trust Asset Management
Florida
$477K -$103K -187 -16%
SG
1518
StoneX Group
New York
$476K -$26K -47 -5%
AIM
1519
Anchor Investment Management
South Carolina
$474K +$8.29K +15 +2%
SSWM
1520
Strait & Sound Wealth Management
California
$474K +$33.7K +61 +7%
IBOK
1521
Independence Bank of Kentucky
Kentucky
$472K -$2.21K -4 -0.4%
SW
1522
SMART Wealth
Nebraska
$472K +$158K +285 +43%
WPW
1523
Waldron Private Wealth
Pennsylvania
$471K -$1.17M -2,114 -69%
LWA
1524
Ledgewood Wealth Advisors
New Hampshire
$471K – – –
VWA
1525
Visionary Wealth Advisors
Illinois
$468K – – –
59 60
61
62 63