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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1001
QCM Cayman
Texas
– -$226K -1,416 Closed
PWPS
1002
Pinnacle Wealth Planning Services
Ohio
– -$225K -1,410 Closed
FCH
1003
Freestone Capital Holdings
Washington
– -$218K -1,365 Closed
WP
1004
WealthPLAN Partners
Nebraska
– -$242K -1,326 Closed
CWM
1005
Cornerstone Wealth Management
Missouri
– -$203K -1,275 Closed
BOPW
1006
Brandywine Oak Private Wealth
Pennsylvania
– -$181K -1,140 Closed
AWM
1007
Alterna Wealth Management
Texas
– -$313K -1,005 Closed
IIM
1008
Ipswich Investment Management
Massachusetts
– -$160K -1,005 Closed
JA
1009
JOYN Advisors
Georgia
– -$107K -669 Closed
AF
1010
Allworth Financial
California
– -$56K -348 Closed
SBL
1011
Sargent Bickham Lagudis
Colorado
– -$48K -300 Closed
JFGIW
1012
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$44K -276 Closed
WANY
1013
Wealthspire Advisors (New York)
New York
– -$41K -258 Closed
LWM
1014
Liberty Wealth Management
California
– -$37K -234 Closed
GI
1015
Gradient Investments
Minnesota
– -$36K -225 Closed
FTI
1016
Fiduciary Trust International
Massachusetts
– -$33K -207 Closed
CA
1017
Claro Advisors
Massachusetts
– -$37K -195 Closed
PWMG
1018
Prestige Wealth Management Group
New Jersey
– -$16K -99 Closed
EDRH
1019
Edmond de Rothschild Holding
Switzerland
– -$15K -93 Closed
RCG
1020
Ruggie Capital Group
Florida
– -$14K -90 Closed
ACA
1021
Atlas Capital Advisors
Wyoming
– -$11.5K -72 Closed
BI
1022
Bramshill Investments
Florida
– -$10K -60 Closed
RWA
1023
River Wealth Advisors
Pennsylvania
– -$8K -51 Closed
FRA
1024
Front Row Advisors
California
– -$5K -30 Closed
GCM
1025
Gables Capital Management
Florida
– -$4K -27 Closed
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