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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
726
Phoenix Financial
Israel
$3.86M -$551K -1,262 -11%
AWM
727
Axxcess Wealth Management
California
$3.86M +$4.24M +9,709 New
TE
728
Tema ETFs
New York
$3.86M +$948K +2,170 +29%
SFG
729
SevenBridge Financial Group
Pennsylvania
$3.85M +$325K +744 +8%
1C
730
111 Capital
France
$3.84M +$2.13M +4,880 +102%
MIM
731
Morningstar Investment Management
Illinois
$3.84M – – –
DWT
732
Dorsey & Whitney Trust
South Dakota
$3.81M +$931K +2,130 +29%
RWA
733
Roberts Wealth Advisors
California
$3.79M +$280K +641 +7%
DLCIG
734
D.L. Carlson Investment Group
New Hampshire
$3.78M -$376K -861 -8%
AMCA
735
Arthur M. Cohen & Associates
Illinois
$3.77M -$202K -463 -5%
IFG
736
Independent Financial Group
California
$3.77M -$1.35M -3,096 -25%
DC
737
Defender Capital
North Carolina
$3.77M +$3.86M +8,833 +1,387%
PAS
738
Parsonex Advisory Services
Colorado
$3.74M +$309K +708 +8%
CCM
739
Coldstream Capital Management
Washington
$3.73M -$760K -1,740 -16%
BBA
740
Baader Bank Aktiengesellschaft
Germany
$3.71M +$2.59M +5,936 +176%
BJL
741
Brighton Jones LLC
Washington
$3.7M +$161K +368 +4%
TFA
742
Transamerica Financial Advisors
Florida
$3.69M -$363K -831 -8%
CAS
743
Coppell Advisory Solutions
Texas
$3.68M +$25.3K +58 New
KRSITF
744
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.68M -$63.3K -145 -2%
WF
745
Welch & Forbes
Massachusetts
$3.67M -$28.4K -65 -0.7%
MB
746
MidFirst Bank
Oklahoma
$3.62M +$20.1K +46 +0.5%
CFG
747
Citizens Financial Group
Rhode Island
$3.61M +$205K +470 +5%
CLA
748
Carnegie Lake Advisors
New Jersey
$3.61M – – –
OCM
749
Orion Capital Management
California
$3.61M -$233K -533 -6%
SVCP
750
Silicon Valley Capital Partners
California
$3.57M -$115K -263 -3%
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