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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1776
Osterweis Capital Management
California
$87K – – –
AP
1777
Atwood & Palmer
Missouri
$87K +$2.79K +6 +4%
BIA
1778
Bell Investment Advisors
California
$87K +$6.98K +15 +9%
RS
1779
Rakuten Securities
Japan
$86K -$56.8K -122 -41%
IUHSA
1780
Itau Unibanco Holding S.A.
Brazil
$85.5K -$2.3M -4,932 -97%
ABWM
1781
Alpine Bank Wealth Management
Colorado
$82K +$77.7K +167 New
GKIM
1782
GW&K Investment Management
Massachusetts
$80K +$10.7K +23 +17%
BAM
1783
Byrne Asset Management
New Jersey
$77.1K -$25.6K -55 -26%
HWA
1784
HHM Wealth Advisors
Tennessee
$75.7K +$6.98K +15 +11%
JWA
1785
JFS Wealth Advisors
Pennsylvania
$73.2K +$3.72K +8 +6%
FDCP
1786
Foster Dykema Cabot & Partners
Massachusetts
$72.2K +$68.4K +147 New
AWM
1787
Activest Wealth Management
Florida
$70.2K +$42.8K +92 +180%
ME
1788
McIlrath & Eck
Washington
$69.8K – – –
CAS
1789
Coppell Advisory Solutions
Texas
$67.6K +$36.3K +78 +124%
OA
1790
Operose Advisors
Wisconsin
$66.3K – – –
SA
1791
SRH Advisors
Kansas
$66.3K – – –
S
1792
Sachetta
Massachusetts
$64.8K +$3.26K +7 +6%
OWP
1793
ORG Wealth Partners
Texas
$64.8K +$61.5K +132 New
TWD
1794
True Wealth Design
Ohio
$63.9K – – –
FA
1795
Financial Avengers
California
$63.9K – – –
SIC
1796
SJS Investment Consulting
Ohio
$63.4K +$36.3K +78 +153%
CHC
1797
City Holding Co
West Virginia
$61.9K – – –
CAL
1798
Capital Advisors Ltd
Ohio
$61K +$14K +30 +32%
CWM
1799
Cranbrook Wealth Management
Michigan
$60.6K – – –
GA
1800
GoalVest Advisory
New York
$60.4K – – –
70 71
72
73 74