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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Axxcess Wealth Management
California
$3.86M +$4.24M +9,709 New
TE
727
Tema ETFs
New York
$3.86M +$948K +2,170 +29%
SFG
728
SevenBridge Financial Group
Pennsylvania
$3.85M +$325K +744 +8%
1C
729
111 Capital
France
$3.84M +$2.13M +4,880 +102%
MIM
730
Morningstar Investment Management
Illinois
$3.84M – – –
DWT
731
Dorsey & Whitney Trust
South Dakota
$3.81M +$931K +2,130 +29%
RWA
732
Roberts Wealth Advisors
California
$3.79M +$280K +641 +7%
DLCIG
733
D.L. Carlson Investment Group
New Hampshire
$3.78M -$376K -861 -8%
AMCA
734
Arthur M. Cohen & Associates
Illinois
$3.77M -$202K -463 -5%
IFG
735
Independent Financial Group
California
$3.77M -$1.35M -3,096 -25%
DC
736
Defender Capital
North Carolina
$3.77M +$3.86M +8,833 +1,387%
PAS
737
Parsonex Advisory Services
Colorado
$3.74M +$309K +708 +8%
CCM
738
Coldstream Capital Management
Washington
$3.73M -$760K -1,740 -16%
BBA
739
Baader Bank Aktiengesellschaft
Germany
$3.71M +$2.59M +5,936 +176%
BJL
740
Brighton Jones LLC
Washington
$3.7M +$161K +368 +4%
TFA
741
Transamerica Financial Advisors
Florida
$3.69M -$363K -831 -8%
CAS
742
Coppell Advisory Solutions
Texas
$3.68M +$25.3K +58 New
KRSITF
743
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.68M -$63.3K -145 -2%
WF
744
Welch & Forbes
Massachusetts
$3.67M -$28.4K -65 -0.7%
MB
745
MidFirst Bank
Oklahoma
$3.62M +$20.1K +46 +0.5%
CFG
746
Citizens Financial Group
Rhode Island
$3.61M +$205K +470 +5%
CLA
747
Carnegie Lake Advisors
New Jersey
$3.61M – – –
OCM
748
Orion Capital Management
California
$3.61M -$233K -533 -6%
SM
749
Sciencast Management
New Jersey
$3.56M +$3.91M +8,945 New
LCM
750
Landscape Capital Management
New Jersey
$3.55M +$1.33M +3,052 +52%
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30
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