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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
726
Strategy Asset Managers
California
$1.53M +$182K +529 +14%
CAAS
727
Capital Asset Advisory Services
Michigan
$1.52M +$14.1K +41 +1%
WHG
728
Westwood Holdings Group
Texas
$1.52M +$558K +1,622 +62%
LCM
729
Leisure Capital Management
California
$1.51M +$45.4K +132 +3%
PA
730
Parallel Advisors
California
$1.51M +$93.9K +273 +7%
BFEC
731
Benjamin F. Edwards & Company
Missouri
$1.49M +$3.1K +9 +0.2%
SWP
732
Stratos Wealth Partners
Ohio
$1.48M -$273K -793 -16%
LNC
733
Lincoln National Corp
Pennsylvania
$1.47M +$50.2K +146 +4%
HWIS
734
Hancock Whitney Investment Services
Louisiana
$1.47M +$1.41M +4,100 New
HFM
735
Harvest Fund Management
China
$1.43M +$210K +609 +18%
SS
736
Simplicity Solutions
Minnesota
$1.41M +$704K +2,046 +108%
CA
737
CoreCap Advisors
Michigan
$1.41M +$1.35M +3,932 New
KIA
738
KCM Investment Advisors
California
$1.41M +$2.75K +8 +0.2%
AI
739
AXS Investments
New York
$1.41M +$1.35M +3,917 New
KA
740
Kintegral Advisory
New York
$1.41M – – –
ACM
741
Ativo Capital Management
Illinois
$1.4M -$26.1K -76 -2%
IA
742
IAM Advisory
Pennsylvania
$1.4M -$3.07M -8,919 -67%
ATC
743
Argent Trust Co
Tennessee
$1.4M +$173K +504 +15%
RJT
744
Raymond James Trust
Florida
$1.4M +$508K +1,476 +61%
LWAC
745
Laurel Wealth Advisors (California)
California
$1.4M +$994K +2,888 +287%
FRA
746
Frank Rimerman Advisors
California
$1.4M – – –
AWM
747
Altium Wealth Management
New York
$1.4M +$82.2K +239 +7%
AIA
748
Avalon Investment & Advisory
Texas
$1.39M -$753K -2,188 -36%
SWP
749
Strategic Wealth Partners
Ohio
$1.38M +$202K +588 +18%
FDCDDQ
750
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.37M +$240K +699 +23%
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