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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
676
Cyndeo Wealth Partners
Florida
$3.48M +$110K +276 +4%
BPA
677
Beacon Pointe Advisors
California
$3.45M -$292K -733 -9%
KCM
678
Kornitzer Capital Management
Kansas
$3.39M +$24.7K +62 +0.8%
IFG
679
Independent Financial Group
California
$3.39M +$144K +361 +5%
SW
680
SteelPeak Wealth
California
$3.39M -$7.66M -19,239 -72%
PIM
681
Plato Investment Management
Australia
$3.36M – – –
FBT
682
First Bank & Trust
South Dakota
$3.36M -$150K -377 -5%
WI
683
Wahed Invest
New York
$3.35M +$3M +7,538 New
FCH
684
Freestone Capital Holdings
Washington
$3.35M +$25.1K +63 +0.8%
CG
685
Caprock Group
Idaho
$3.34M +$821K +2,061 +38%
AHIA
686
Andrew Hill Investment Advisors
Florida
$3.34M +$362K +909 +14%
IB
687
Intrust Bank
Kansas
$3.34M +$49K +123 +2%
VA
688
Vident Advisory
Georgia
$3.32M +$122K +307 +4%
OAM
689
Ostrum Asset Management
France
$3.32M -$125K -313 -4%
MAS
690
Meeder Advisory Services
Ohio
$3.28M +$752K +1,889 +35%
PWM
691
Pinnacle Wealth Management
California
$3.26M -$75.3K -189 -3%
SFA
692
Sequoia Financial Advisors
Ohio
$3.25M +$166K +417 +6%
WSCM
693
Wellington Shields Capital Management
New York
$3.24M +$2.9M +7,275 New
WDA
694
Wendell David Associates
New Hampshire
$3.24M – – –
S
695
SignatureFD
Georgia
$3.23M +$164K +413 +6%
FRA
696
Front Row Advisors
California
$3.22M -$334K -838 -10%
CCM
697
Connective Capital Management
California
$3.2M -$6.39M -16,041 -69%
HBT
698
Hills Bank & Trust
Iowa
$3.19M -$192K -481 -6%
PAM
699
Panagora Asset Management
Massachusetts
$3.16M -$1.2K -3 -0%
DWP
700
Daymark Wealth Partners
Ohio
$3.12M +$98K +246 +4%
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