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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
801
Maverick Capital
Texas
$413K +$392K +1,746 New
PWPS
802
Pinnacle Wealth Planning Services
Ohio
$411K +$14.1K +63 +4%
PIA
803
Perennial Investment Advisors
California
$409K +$32.3K +144 +9%
FNBOH
804
First National Bank of Hutchinson
Kansas
$408K -$5.39K -24 -1%
BHB
805
Bank Hapoalim BM
Israel
$404K -$72.8K -324 -16%
TFM
806
TFC Financial Management
Massachusetts
$404K +$383K +1,707 New
W
807
WealthStone
Ohio
$403K +$383K +1,704 New
IA
808
Independence Advisors
Pennsylvania
$399K – – –
IWC
809
Integrated Wealth Concepts
Massachusetts
$396K -$51.9K -231 -12%
XM
810
XTX Markets
New York
$396K +$376K +1,674 New
ACM
811
Advisors Capital Management
New Jersey
$394K -$4.71K -21 -1%
CW
812
CreativeOne Wealth
Kansas
$393K +$373K +1,662 New
EWA
813
Exencial Wealth Advisors
Oklahoma
$392K – – –
CB
814
CNB Bank
Pennsylvania
$391K -$5.39K -24 -1%
WOSD
815
WFA of San Diego
California
$390K -$104K -465 -22%
MC
816
Moors & Cabot
Massachusetts
$390K -$23.6K -105 -6%
ARMT
817
Amica Retiree Medical Trust
Rhode Island
$390K – – –
LJHT
818
Laurie J. Hall Trustee
$390K +$370K +1,650 New
BFO
819
Biltmore Family Office
North Carolina
$388K -$1.35K -6 -0.4%
CMO
820
Covenant Multifamily Offices
Texas
$386K -$137K -609 -27%
MC
821
Matisse Capital
Oregon
$384K – – –
HWA
822
HCR Wealth Advisors
California
$384K +$45.8K +204 +14%
MSE
823
MUFG Securities EMEA
United Kingdom
$383K -$106K -474 -23%
BP
824
Ballentine Partners
Massachusetts
$383K – – –
CCT
825
Country Club Trust
Missouri
$382K +$35K +156 +11%
31 32
33
34 35