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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2051
Clearstead Trust
Maine
$120K – – –
CA
2052
Crewe Advisors
Utah
$115K +$9.11K +18 +8%
SL
2053
Salomon & Ludwin
Virginia
$114K +$14.2K +28 +12%
CWM
2054
Cranbrook Wealth Management
Michigan
$113K – – –
CG
2055
Curat Global
New Hampshire
$111K -$60.7K -120 -33%
CTA
2056
Colonial Trust Advisors
South Carolina
$107K +$6.07K +12 +5%
ACM
2057
Anfield Capital Management
California
$101K +$104K +206 +1,471%
DWP
2058
Destiny Wealth Partners
Florida
$100K +$110K +217 New
GKIM
2059
GW&K Investment Management
Massachusetts
$97K +$3.04K +6 +3%
DWA
2060
Delos Wealth Advisors
Texas
$95.9K -$1.01K -2 -1%
GCP
2061
Gill Capital Partners
Colorado
$95.9K +$105K +208 New
HWA
2062
HHM Wealth Advisors
Tennessee
$94K +$25.3K +50 +32%
CPG
2063
Cornerstone Planning Group
New Jersey
$93.9K +$2.53K +5 +2%
AWM
2064
Activest Wealth Management
Florida
$92.7K +$38.4K +76 +61%
WA
2065
Whipplewood Advisors
Colorado
$92.7K +$97.1K +192 +2,133%
CM
2066
Capula Management
Cayman Islands
$92.2K +$101K +200 New
LWM
2067
Lodestone Wealth Management
Washington
$91.3K +$10.1K +20 +11%
FLP
2068
Financial Life Planners
Arizona
$90.8K +$99.7K +197 New
MA
2069
MCF Advisors
Kentucky
$89.4K -$20.2K -40 -17%
FGA
2070
Fortis Group Advisors
New Jersey
$88K – – –
HPBT
2071
Hickory Point Bank & Trust
Illinois
$88K +$96.6K +191 New
GG
2072
Gleason Group
Kentucky
$87.6K – – –
SFS
2073
Sunrise Financial Services
Washington
$87.1K -$20.2K -40 -17%
EP
2074
Essential Partners
California
$85.7K +$76.4K +151 +431%
DMBA
2075
Deseret Mutual Benefit Administrators
Utah
$85.3K +$49.6K +98 +113%
81 82
83
84 85