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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
676
O'Shaughnessy Asset Management
Connecticut
$455K +$389K +2,172 +965%
AFP
677
Ausdal Financial Partners
Iowa
$454K +$55.4K +309 +15%
SFS
678
Sowell Financial Services
Arkansas
$454K +$131K +729 +44%
WANY
679
Wealthspire Advisors (New York)
New York
$453K -$341K -1,902 -44%
BIAS
680
Beacon Investment Advisory Services
New Jersey
$452K +$153K +852 +56%
RJT
681
Raymond James Trust
Florida
$451K +$69.4K +387 +19%
HIIFS
682
Harel Insurance Investments & Financial Services
Israel
$450K +$267K +1,491 +170%
GFS
683
GYL Financial Synergies
Connecticut
$446K +$29.6K +165 +8%
EF
684
Empirical Finance
Pennsylvania
$444K +$61.3K +342 +17%
ECM
685
ETrade Capital Management
Virginia
$443K -$110K -612 -21%
GFP
686
Gryphon Financial Partners
Ohio
$443K +$40.9K +228 +11%
CPIG
687
Chicago Partners Investment Group
Illinois
$441K +$88.7K +495 +34%
SMFG
688
Sumitomo Mitsui Financial Group
Japan
$440K +$252K +1,404 +143%
TSS
689
Two Sigma Securities
New York
$435K -$1.65M -9,189 -80%
HIA
690
Harbor Investment Advisory
Maryland
$433K -$127K -711 -24%
IFWM
691
Institute for Wealth Management
Colorado
$433K +$24.2K +135 +6%
DI
692
Diligent Investors
California
$431K +$32.3K +180 +9%
FA
693
FDx Advisors
Illinois
$430K -$222K -1,239 -35%
BM
694
Brandywine Managers
Delaware
$427K -$53.8K -300 -12%
CMO
695
Covenant Multifamily Offices
Texas
$426K +$402K +2,241 New
II
696
Inspire Investing
Idaho
$421K -$45.7K -255 -10%
NAM
697
North American Management
Massachusetts
$419K – – –
HT
698
Heritage Trust
Oklahoma
$417K +$394K +2,196 New
EWM
699
Endurance Wealth Management
Rhode Island
$414K – – –
JIC
700
Joel Isaacson & Co
New York
$413K – – –
26 27
28
29 30