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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1726
AGH Wealth Advisors
Kansas
$338K +$13.2K +26 +4%
AWP
1727
Abacus Wealth Partners
California
$337K -$14.7K -29 -4%
DF
1728
Dunhill Financial
United Kingdom
$337K -$2.02K -4 -0.5%
WRM
1729
Weybosset Research & Management
Rhode Island
$337K – – –
BW
1730
BIP Wealth
Georgia
$334K +$110K +217 +43%
DAC
1731
Dividend Assets Capital
South Carolina
$333K +$27.8K +55 +8%
PCM
1732
Polymer Capital Management
New York
$333K +$365K +722 New
TW
1733
ticino wealth
California
$332K +$120K +237 +61%
WKWM
1734
Walter & Keenan Wealth Management
Indiana
$331K +$2.02K +4 +0.6%
AF
1735
Advisornet Financial
Minnesota
$330K -$220K -435 -38%
CBT
1736
Crews Bank & Trust
Florida
$326K – – –
LWM
1737
LightSquare Wealth Management
Michigan
$326K +$358K +708 New
WPW
1738
Waldron Private Wealth
Pennsylvania
$325K +$71.3K +141 +25%
MFA
1739
Morling Financial Advisors
California
$325K -$3.54K -7 -1%
SI
1740
Seeds Investor
New York
$324K +$169K +334 +93%
BPW
1741
Bingham Private Wealth
California
$323K -$617K -1,220 -64%
PI
1742
Parkside Investments
Illinois
$323K – – –
PA
1743
Promethium Advisors
Maryland
$323K – – –
SCA
1744
Southern Capital Advisors
Tennessee
$323K +$50.6K +100 +17%
SIM
1745
Stratos Investment Management
Ohio
$322K +$21.8K +43 +7%
IWA
1746
IBEX Wealth Advisors
New Jersey
$321K +$353K +697 New
CAU
1747
Caxton Associates (UK)
$321K -$84.9M -167,840 -100%
FFA
1748
Fi3 Financial Advisors
Indiana
$320K +$47.6K +94 +16%
OPF
1749
Old Peak Finance
North Carolina
$319K +$1.01K +2 +0.3%
RTC
1750
Real Talk Capital
Tennessee
$319K +$66.8K +132 +24%
68 69
70
71 72