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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
651
Zions Bancorporation
Utah
$364K -$31.4K -183 -8%
CLOS
652
Compagnie Lombard Odier SCmA
Switzerland
$362K +$10.3K +60 +3%
DIA
653
Dana Investment Advisors
Wisconsin
$361K +$354K +2,064 New
HC
654
Henshaw Capital
Massachusetts
$359K +$57.1K +333 +19%
WP
655
WMS Partners
Maryland
$358K +$19K +111 +6%
WAM
656
Wealthspire Advisors (Maryland)
Maryland
$357K -$181K -1,059 -34%
NA
657
NewEdge Advisors
Louisiana
$356K -$131K -765 -27%
MF
658
Magnetar Financial
Illinois
$353K -$308K -1,800 -47%
CWP
659
Capital Wealth Planning
Florida
$353K +$346K +2,019 New
WAP
660
Wealthcare Advisory Partners
Pennsylvania
$352K – – –
MSE
661
MUFG Securities EMEA
United Kingdom
$351K -$264K -1,539 -43%
CS
662
Cannell & Spears
New York
$351K – – –
PHK
663
Point72 Hong Kong
Hong Kong
$351K +$344K +2,007 New
NAS
664
Nicolet Advisory Services
Wisconsin
$345K +$338K +1,974 New
SAM
665
Silphium Asset Management
United Kingdom
$341K +$61.7K +360 +23%
EIA
666
Edgemoor Investment Advisors
Maryland
$339K – – –
LJAC
667
L.J. Altfest & Co
New York
$333K +$326K +1,902 New
CCM
668
Coldstream Capital Management
Washington
$330K -$50.4K -294 -13%
PA
669
Parallel Advisors
California
$330K +$4.63K +27 +1%
CGL
670
Clarius Group LLC
Washington
$328K +$105K +615 +49%
AMCA
671
Arthur M. Cohen & Associates
Illinois
$323K +$317K +1,848 New
VCM
672
Virtue Capital Management
Tennessee
$322K +$316K +1,842 New
1WA
673
180 Wealth Advisors
Washington
$321K -$1.54K -9 -0.5%
CC
674
Cannell & Co
New York
$316K +$52.4K +306 +20%
GFP
675
Gryphon Financial Partners
Ohio
$316K +$309K +1,806 New
25 26
27
28 29