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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PIS
1901
POM Investment Strategies
North Carolina
$8.84K -$8.38K -18 -50%
CSC
1902
Caldwell Sutter Capital
California
$8.84K -$3.72K -8 -31%
PSB
1903
Piscataqua Savings Bank
New Hampshire
$8.84K – – –
OC
1904
Oakworth Capital
Alabama
$8.35K – – –
LIS
1905
Legacy Investment Solutions
Idaho
$8.05K +$6.98K +15 New
LWMI
1906
Legacy Wealth Management (Idaho)
Idaho
$8.05K +$6.98K +15 New
MIM
1907
Macroview Investment Management
Maryland
$7.86K +$7.45K +16 New
BGAI
1908
Bruce G. Allen Investments
Colorado
$7.86K – – –
PWMG
1909
Private Wealth Management Group
New Jersey
$7.37K – – –
PP
1910
Pingora Partners
Wyoming
$7.37K – – –
WCM
1911
Westend Capital Management
California
$7.37K – – –
SWA
1912
SOA Wealth Advisors
New York
$7.37K +$5.59K +12 +400%
DWS
1913
Dynamic Wealth Strategies
California
$7K – – –
FPB
1914
First PREMIER Bank
South Dakota
$7K +$6.52K +14 New
DPW
1915
DiNuzzo Private Wealth
Pennsylvania
$6.88K – – –
NMG
1916
New Millennium Group
Utah
$6.88K – – –
GFPC
1917
Global Financial Private Client
Florida
$6.39K – – –
JGIA
1918
Jackson Grant Investment Advisers
Connecticut
$5.89K – – –
WSC
1919
Wellington Shields & Co
New York
$5.4K – – –
GWP
1920
Gen-Wealth Partners
Michigan
$5.14K – – –
LIM
1921
Longfellow Investment Management
Massachusetts
$4.91K – – –
CA
1922
Claris Advisors
Missouri
$4.42K +$4.19K +9 New
TCM
1923
TruNorth Capital Management
Michigan
$4.42K – – –
PS
1924
PayPay Securities
Japan
$4.42K +$466 +1 +13%
CWA
1925
Carolina Wealth Advisors
South Carolina
$4.42K +$4.19K +9 New
75 76
77
78 79