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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
926
Dupont Capital Management
Delaware
$664K -$387K -1,125 -38%
AWM
927
Avior Wealth Management
Nebraska
$664K -$10.3K -30 -2%
SC
928
Savant Capital
Illinois
$662K +$62.3K +181 +11%
AIC
929
Archer Investment Corporation
Indiana
$656K -$141K -409 -18%
AWM
930
Axxcess Wealth Management
California
$655K +$627K +1,822 New
MFG
931
Menard Financial Group
Texas
$655K +$627K +1,823 New
MSFS
932
Main Street Financial Solutions
Pennsylvania
$649K -$79.5K -231 -11%
BAM
933
Belpointe Asset Management
Nevada
$649K +$297K +863 +92%
NL
934
Navalign LLC
California
$647K – – –
SFI
935
SPC Financial Inc
Maryland
$647K +$47.1K +137 +8%
HH
936
Hilltop Holdings
Texas
$647K +$182K +528 +41%
STA
937
Summit Trail Advisors
New York
$647K +$226K +657 +57%
AT
938
Arden Trust
Delaware
$647K +$619K +1,799 New
TBA
939
Tower Bridge Advisors
Pennsylvania
$647K -$1.24M -3,600 -67%
WPWM
940
Western Pacific Wealth Management
Illinois
$646K +$619K +1,800 New
CFA
941
Camarda Financial Advisors
Florida
$640K +$613K +1,781 New
WSTAM
942
Wilbanks Smith & Thomas Asset Management
Virginia
$639K – – –
FPA
943
First Pacific Advisors
California
$638K – – –
SAM
944
Simplify Asset Management
Nevada
$637K +$610K +1,773 New
LOAMS
945
Lombard Odier Asset Management (Switzerland)
Switzerland
$636K +$609K +1,770 New
LP
946
LMR Partners
United Kingdom
$636K +$609K +1,771 New
BS
947
Bessemer Securities
New York
$635K +$81.9K +238 +16%
AIM
948
Aigen Investment Management
New York
$635K +$635K +1,846 New
IWC
949
Integrated Wealth Concepts
Massachusetts
$631K -$96K -279 -14%
MTIC
950
Missouri Trust & Investment Company
Missouri
$631K +$604K +1,755 New
36 37
38
39 40