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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2051
Cranbrook Wealth Management
Michigan
$113K – – –
CG
2052
Curat Global
New Hampshire
$111K -$60.7K -120 -33%
CTA
2053
Colonial Trust Advisors
South Carolina
$107K +$6.07K +12 +5%
ACM
2054
Anfield Capital Management
California
$101K +$104K +206 +1,471%
DWP
2055
Destiny Wealth Partners
Florida
$100K +$110K +217 New
GKIM
2056
GW&K Investment Management
Massachusetts
$97K +$3.04K +6 +3%
DWA
2057
Delos Wealth Advisors
Texas
$95.9K -$1.01K -2 -1%
GCP
2058
Gill Capital Partners
Colorado
$95.9K +$105K +208 New
HWA
2059
HHM Wealth Advisors
Tennessee
$94K +$25.3K +50 +32%
CPG
2060
Cornerstone Planning Group
New Jersey
$93.9K +$2.53K +5 +2%
AWM
2061
Activest Wealth Management
Florida
$92.7K +$38.4K +76 +61%
WA
2062
Whipplewood Advisors
Colorado
$92.7K +$97.1K +192 +2,133%
CM
2063
Capula Management
Cayman Islands
$92.2K +$101K +200 New
LWM
2064
Lodestone Wealth Management
Washington
$91.3K +$10.1K +20 +11%
FLP
2065
Financial Life Planners
Arizona
$90.8K +$99.7K +197 New
MA
2066
MCF Advisors
Kentucky
$89.4K -$20.2K -40 -17%
FGA
2067
Fortis Group Advisors
New Jersey
$88K – – –
HPBT
2068
Hickory Point Bank & Trust
Illinois
$88K +$96.6K +191 New
GG
2069
Gleason Group
Kentucky
$87.6K – – –
SFS
2070
Sunrise Financial Services
Washington
$87.1K -$20.2K -40 -17%
EP
2071
Essential Partners
California
$85.7K +$76.4K +151 +431%
DMBA
2072
Deseret Mutual Benefit Administrators
Utah
$85.3K +$49.6K +98 +113%
GA
2073
GoalVest Advisory
New York
$84.4K – – –
BFPW
2074
BOK Financial Private Wealth
Colorado
$83K – – –
BIA
2075
Bell Investment Advisors
California
$82.1K -$2.53K -5 -3%
81 82
83
84 85