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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
Cetera Advisors
Colorado
$861K +$220K +873 +33%
BM
702
Brandywine Managers
Delaware
$861K +$313K +1,245 +55%
RHBC
703
R.H. Bluestein & Co
Michigan
$853K +$37.7K +150 +5%
II
704
Inspire Investing
Idaho
$850K +$310K +1,233 +56%
CCM
705
Cinctive Capital Management
New York
$842K +$860K +3,417 New
ATPW
706
Ashton Thomas Private Wealth
Arizona
$839K -$43.8K -174 -5%
HBT
707
Heartland Bank & Trust
Illinois
$839K +$213K +846 +33%
BC
708
BIT Capital
Germany
$831K +$657K +2,610 +341%
CAM
709
Congress Asset Management
Massachusetts
$828K +$80.8K +321 +11%
IFO
710
Independent Family Office
New York
$825K – – –
IEFM
711
IQ EQ Fund Management
Ireland
$817K +$141K +561 +20%
PCS
712
Personal CFO Solutions
New Jersey
$811K +$28.7K +114 +4%
QP
713
Quilter Plc
United Kingdom
$811K +$144K +573 +21%
CAM
714
Cresset Asset Management
Illinois
$808K +$242K +963 +42%
DCM
715
Donaldson Capital Management
Indiana
$807K -$115K -456 -12%
TIA
716
Tiemann Investment Advisors
California
$805K +$92.1K +366 +13%
CSIC
717
Clifford Swan Investment Counsel
California
$799K +$15.1K +60 +2%
SWP
718
Stratos Wealth Partners
Ohio
$792K +$37K +147 +5%
BJL
719
Brighton Jones LLC
Washington
$784K +$3.02K +12 +0.4%
PA
720
Parallel Advisors
California
$784K +$62.6K +249 +8%
EP
721
Eudaimonia Partners
Tennessee
$780K -$799K -3,174 -50%
PIA
722
Perennial Investment Advisors
California
$780K +$368K +1,461 +86%
MCC
723
Money Concepts Capital
Florida
$775K -$2.26K -9 -0.3%
CW
724
CreativeOne Wealth
Kansas
$775K +$91.3K +363 +13%
MCIA
725
Mountain Capital Investment Advisors
Colorado
$772K +$12.1K +48 +2%
27 28
29
30 31