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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1501
Accredited Investors
Minnesota
$565K – – –
PAM
1502
Palisade Asset Management
Minnesota
$564K – – –
CRI
1503
Colonial River Investments
Virginia
$563K +$560K +1,071 New
VWA
1504
Visionary Wealth Advisors
Illinois
$560K +$45K +86 +9%
AWM
1505
Atticus Wealth Management
Florida
$560K +$264K +505 +96%
SAI
1506
Systematic Alpha Investments
New Jersey
$559K – – –
BMWS
1507
Brady Martz Wealth Solutions
North Dakota
$557K -$3.14K -6 -0.6%
PNAA
1508
Pictet North America Advisors
Switzerland
$556K -$13.1K -25 -2%
DBRC
1509
D.B. Root & Company
Pennsylvania
$554K +$89.9K +172 +20%
BWP
1510
BlueStem Wealth Partners
Minnesota
$552K +$2.61K +5 +0.5%
ILI
1511
Invesco LLC (Illinois)
Illinois
$549K -$46K -88 -8%
AWE
1512
Avidian Wealth Enterprises
Texas
$549K +$11.5K +22 +2%
4WM
1513
44 Wealth Management
Oregon
$548K -$53.9K -103 -9%
GCP
1514
GSA Capital Partners
United Kingdom
$548K +$527K +1,008 New
WPW
1515
Warther Private Wealth
Ohio
$547K -$57K -109 -10%
TCM
1516
Tufton Capital Management
Maryland
$545K – – –
VFA
1517
Voya Financial Advisors
Connecticut
$545K -$29.3K -56 -5%
HGA
1518
Hobbs Group Advisors
South Carolina
$544K – – –
SFO
1519
Stokes Family Office
Louisiana
$543K +$1.05K +2 +0.2%
CI
1520
Clal Insurance
Israel
$543K – – –
TA
1521
TFG Advisers
Michigan
$542K +$32.4K +62 +7%
NL
1522
Navalign LLC
California
$541K -$70.6K -135 -12%
PWS
1523
Peloton Wealth Strategists
Indiana
$541K +$520K +995 New
GIA
1524
Guyasuta Investment Advisors
Pennsylvania
$540K +$1.57K +3 +0.3%
AIA
1525
AIMZ Investment Advisors
California
$538K – – –
59 60
61
62 63