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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
951
Quadrant Capital Group
Ohio
$317K +$24.9K +99 +8%
RCM
952
RB Capital Management
Nevada
$317K +$63.4K +252 +24%
DWM
953
Dorchester Wealth Management
Quebec, Canada
$317K +$324K +1,287 New
CMO
954
Covenant Multifamily Offices
Texas
$316K – – –
VFA
955
Values First Advisors
Tennessee
$314K +$30.2K +120 +10%
GAM
956
Griffin Asset Management
New York
$313K +$319K +1,269 New
SAM
957
Strategy Asset Managers
California
$311K +$15.1K +60 +5%
PNAA
958
Pictet North America Advisors
Switzerland
$311K +$27.2K +108 +9%
EWA
959
Encompass Wealth Advisors
Oregon
$308K – – –
IWA
960
IVC Wealth Advisors
Pennsylvania
$307K +$3.77K +15 +1%
TCBWMS
961
Texas Capital Bank Wealth Management Services
Texas
$304K – – –
CIM
962
Contravisory Investment Management
Massachusetts
$304K +$13.6K +54 +5%
PFO
963
Pathstone Family Office
New Jersey
$303K +$158K +627 +104%
SS
964
Simplicity Solutions
Minnesota
$300K -$49.8K -198 -14%
KWM
965
Kingsview Wealth Management
Oregon
$300K -$13.6K -54 -4%
SN
966
Sittner & Nelson
Oregon
$299K – – –
PP
967
PDT Partners
New York
$296K -$4.3M -17,100 -93%
CM
968
Castleark Management
Illinois
$296K – – –
TSWM
969
Triangle Securities Wealth Management
North Carolina
$296K – – –
PI
970
Parkside Investments
Illinois
$295K – – –
CWM
971
Circle Wealth Management
New Jersey
$294K +$300K +1,194 New
NNP
972
Nachman Norwood & Parrott
South Carolina
$293K -$24.9K -99 -8%
PFS
973
Prospera Financial Services
Texas
$292K +$40.8K +162 +16%
AG
974
AIA Group
Hong Kong
$292K +$298K +1,185 New
TFS
975
TrustCore Financial Services
Tennessee
$291K -$9.06K -36 -3%
37 38
39
40 41