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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
SeaCrest Wealth Management
New York
$605K -$8.76K -30 -1%
DA
902
DCM Advisors
New York
$603K -$883K -3,024 -60%
LC
903
Lindbrook Capital
California
$597K +$19.3K +66 +3%
BWP
904
Baldwin Wealth Partners
Massachusetts
$593K +$135K +463 +31%
PFO
905
Pathstone Family Office
New Jersey
$592K -$14.3K -49 -2%
SC
906
Savant Capital
Illinois
$591K +$33.6K +115 +6%
MCM
907
Manchester Capital Management
Vermont
$589K – – –
FWM
908
Frontier Wealth Management
Missouri
$588K -$17.8K -61 -3%
ECM
909
EagleClaw Capital Management
Massachusetts
$588K – – –
JF
910
Jump Financial
Illinois
$583K -$3.44M -11,784 -86%
EI
911
Ellevest Inc
New York
$583K +$73K +250 +15%
GFP
912
Gryphon Financial Partners
Ohio
$581K -$102K -349 -15%
CRCM
913
Corbett Road Capital Management
Virginia
$577K +$103K +352 +23%
FC
914
Financial Consulate
Maryland
$576K +$15.2K +52 +3%
MFG
915
Menard Financial Group
Texas
$576K +$24.8K +85 +5%
DAS
916
Dynamic Advisor Solutions
Arizona
$574K +$213K +730 +62%
FWM
917
Foresight Wealth Management
Utah
$566K – – –
TPM
918
Triasima Portfolio Management
Quebec, Canada
$561K -$167K -571 -23%
RWM
919
Ritholtz Wealth Management
New York
$559K -$28.9K -99 -5%
PWM
920
Purus Wealth Management
California
$554K +$295K +1,011 +123%
MSFS
921
Main Street Financial Solutions
Pennsylvania
$552K +$7.01K +24 +1%
AIC
922
Archer Investment Corporation
Indiana
$551K – – –
TBA
923
Tower Bridge Advisors
Pennsylvania
$543K – – –
FHC
924
First Heartland Consultants
Missouri
$543K -$15.2K -52 -3%
WPWM
925
Western Pacific Wealth Management
Illinois
$543K – – –
35 36
37
38 39