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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
2051
Stone House Investment Management
Pennsylvania
$40.2K +$43.3K +99 +4,950%
WSC
2052
Wellington Shields & Co
New York
$39.8K – – –
CGA
2053
Compound Global Advisors
Washington
$39.8K +$43.7K +100 New
MCA
2054
Maryland Capital Advisors
Maryland
$39.8K +$43.7K +100 New
TCM
2055
Triumph Capital Management
Colorado
$39.4K +$1.75K +4 +4%
OW
2056
Olistico Wealth
Oklahoma
$39.4K +$17.9K +41 +71%
AEPWM
2057
Atlantic Edge Private Wealth Management
Florida
$39K +$12.2K +28 +40%
WWM
2058
Wolff Wiese Magana
California
$38.6K -$1.75K -4 -4%
DCM
2059
Disciplina Capital Management
Tennessee
$37.8K -$3.06K -7 -7%
HFS
2060
Horizon Financial Services
North Carolina
$37.4K +$23.6K +54 +135%
SIC
2061
SJS Investment Consulting
Ohio
$36.6K -$17.5K -40 -30%
CH
2062
Canton Hathaway
Rhode Island
$35.8K – – –
CAL
2063
Capital Advisors Ltd
Ohio
$35K -$6.55K -15 -15%
POIA
2064
Pin Oak Investment Advisors
Texas
$35K +$437 +1 +1%
EIP
2065
Essential Investment Partners
Colorado
$35K – – –
GWS
2066
Greykasell Wealth Strategies
California
$34.6K – – –
CB
2067
Community Bank
New York
$34.6K – – –
BAM
2068
Byrne Asset Management
New Jersey
$33.8K -$7.86K -18 -17%
JFA
2069
JNBA Financial Advisors
Minnesota
$33.8K – – –
BDPWM
2070
Barnes Dennig Private Wealth Management
Ohio
$32.6K -$4.81K -11 -12%
1M
2071
1248 Management
Missouri
$32.6K – – –
TSMHT
2072
Thurston Springer Miller Herd & Titak
Indiana
$31.8K -$291K -667 -89%
JWM
2073
JPL Wealth Management
Colorado
$31K -$2.18K -5 -6%
RWM
2074
Raffa Wealth Management
District of Columbia
$31K +$3.93K +9 +13%
SC
2075
SMA Capital
New York
$30.6K +$14K +32 +71%
81 82
83
84 85