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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
726
ClearBridge Investments
New York
$351K +$330K +1,764 New
SS
727
Simplicity Solutions
Minnesota
$351K +$333K +1,779 New
Cerity Partners
728
Cerity Partners
New York
$348K -$107K -570 -24%
NAS
729
Nicolet Advisory Services
Wisconsin
$348K -$38.8K -207 -10%
SC
730
Savant Capital
Illinois
$345K +$11.8K +63 +4%
IA
731
Independence Advisors
Pennsylvania
$342K -$562 -3 -0.2%
HIA
732
Harbor Investment Advisory
Maryland
$340K +$323K +1,725 New
WWM
733
Windsor Wealth Management
Indiana
$339K
BFM
734
Boothbay Fund Management
New York
$339K +$322K +1,722 New
AMC
735
Asset Management Corp
Illinois
$337K +$320K +1,710 New
HBT
736
Hills Bank & Trust
Iowa
$336K +$5.62K +30 +2%
1WA
737
180 Wealth Advisors
Washington
$335K -$23.6K -126 -7%
BFO
738
Biltmore Family Office
North Carolina
$333K +$16.9K +90 +6%
MWNA
739
Marshall Wace North America
New York
$329K -$51.1M -272,811 -99%
BAM
740
Belpointe Asset Management
Nevada
$328K -$201K -1,071 -39%
AFP
741
Ausdal Financial Partners
Iowa
$323K
PCM
742
Parsons Capital Management
Rhode Island
$323K
HWA
743
HCR Wealth Advisors
California
$320K -$41.6K -222 -12%
MC
744
Matisse Capital
Oregon
$320K
SWP
745
Stratos Wealth Partners
Ohio
$314K +$68K +363 +30%
MGIM
746
M&G Investment Management
United Kingdom
$314K +$299K +1,596 New
CT
747
Caldwell Trust
Florida
$313K +$298K +1,590 New
PIA
748
Perennial Investment Advisors
California
$312K +$297K +1,584 New
CYG
749
Clean Yield Group
Vermont
$310K
PVH
750
Psagot Value Holdings
Israel
$310K