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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1576
Wealth Management Associates
New Jersey
$420K -$553 -1 -0.1%
DBRC
1577
D.B. Root & Company
Pennsylvania
$419K +$37.1K +67 +9%
PC
1578
Promus Capital
Illinois
$418K -$3.87K -7 -0.8%
HIC
1579
Holderness Investments Company
North Carolina
$416K – – –
KA
1580
Klingman & Associates
New York
$416K +$32.6K +59 +8%
DG
1581
DMC Group
Alabama
$415K +$164K +296 +55%
GFG
1582
Goldstone Financial Group
Illinois
$415K +$179K +324 +63%
AWAU
1583
Alliance Wealth Advisors (Utah)
Utah
$414K +$167K +302 +57%
4A
1584
4Wealth Advisors
Illinois
$411K -$440K -795 -49%
GIC
1585
Generali Investments CEE
Czech Republic
$411K +$458K +829 New
VFA
1586
Values First Advisors
Tennessee
$410K -$2.21K -4 -0.5%
KIA
1587
Kraematon Investment Advisors
Massachusetts
$409K +$457K +826 New
CP
1588
Canopy Partners
Ohio
$407K +$3.87K +7 +0.9%
LSA
1589
Lansing Street Advisors
Pennsylvania
$405K +$128K +232 +40%
JGGDR
1590
JGP Global Gestao de Recursos
Brazil
$404K -$1.1M -1,995 -71%
WAS
1591
WESPAC Advisors SoCal
California
$402K -$43.1K -78 -9%
YP
1592
YANKCOM Partnership
South Dakota
$402K -$18.8K -34 -4%
PWMA
1593
Pension & Wealth Management Advisors
Massachusetts
$400K +$1.11K +2 +0.2%
RFW
1594
Rainier Family Wealth
Washington
$400K – – –
FAT
1595
First American Trust
California
$399K -$29.3K -53 -6%
ACM
1596
Advance Capital Management
Michigan
$398K +$6.08K +11 +1%
CCA
1597
Catalyst Capital Advisors
New York
$398K +$91.8K +166 +26%
ACM
1598
Arcataur Capital Management
Wisconsin
$397K – – –
PMG
1599
ProVise Management Group
Florida
$397K – – –
AL
1600
Arnhold LLC
New York
$396K – – –
62 63
64
65 66