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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
1651
NBC Securities
Alabama
$84K +$27.5K +69 +57%
OCM
1652
Osterweis Capital Management
California
$78.7K +$70.5K +177 New
CCM
1653
Chilton Capital Management
Texas
$77.8K +$3.98K +10 +6%
AP
1654
Atwood & Palmer
Missouri
$76.1K – – –
BIA
1655
Bell Investment Advisors
California
$72.1K +$1.59K +4 +3%
PCMC
1656
Planning Capital Management Corporation
Pennsylvania
$71.2K – – –
BCMLT
1657
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.3K – – –
BC
1658
Barrett & Company
Rhode Island
$69.4K +$7.97K +20 +15%
ME
1659
McIlrath & Eck
Washington
$63.2K +$21.9K +55 +63%
JWA
1660
JFS Wealth Advisors
Pennsylvania
$62.7K -$33.5K -84 -37%
GKIM
1661
GW&K Investment Management
Massachusetts
$62K +$9.96K +25 +22%
HWA
1662
HHM Wealth Advisors
Tennessee
$61.8K – – –
OA
1663
Operose Advisors
Wisconsin
$60.1K – – –
SA
1664
SRH Advisors
Kansas
$60.1K – – –
RFS
1665
Richardson Financial Services
Massachusetts
$60.1K +$7.97K +20 +17%
FA
1666
Financial Avengers
California
$57.8K – – –
TWD
1667
True Wealth Design
Ohio
$57.8K +$398 +1 +0.8%
CHC
1668
City Holding Co
West Virginia
$56K – – –
CWM
1669
Cranbrook Wealth Management
Michigan
$54.9K +$49K +123 New
GA
1670
GoalVest Advisory
New York
$54.7K -$4.38K -11 -8%
BBPWM
1671
Blue Bell Private Wealth Management
Pennsylvania
$54.3K +$398 +1 +0.8%
S
1672
Sachetta
Massachusetts
$54.1K +$12.3K +31 +33%
TFA
1673
Toth Financial Advisory
Virginia
$53.4K – – –
PP
1674
PrairieView Partners
Minnesota
$53K -$23.9K -60 -33%
QL
1675
Quarry LP
New York
$51.2K +$26.3K +66 +135%
65 66
67
68 69