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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1001
Capital Investment Advisory Services
North Carolina
$388K +$20.1K +60 +5%
ACM
1002
Advisors Capital Management
New Jersey
$387K +$5.04K +15 +1%
VC
1003
Veracity Capital
Georgia
$387K +$392K +1,167 New
GKWIM
1004
Gerber Kawasaki Wealth & Investment Management
California
$385K +$7.05K +21 +2%
CIC
1005
Crawford Investment Counsel
Georgia
$384K +$9.07K +27 +2%
AAP
1006
Arax Advisory Partners
Colorado
$383K -$32.2K -96 -8%
RPC
1007
Rossmore Private Capital
Connecticut
$383K +$10.1K +30 +3%
NPF
1008
Norris Perne & French
Michigan
$381K – – –
PWP
1009
Principle Wealth Partners
Connecticut
$380K +$25.2K +75 +7%
CMBA
1010
C.M. Bidwell & Associates
Hawaii
$379K -$3.02K -9 -0.8%
STA
1011
Summit Trail Advisors
New York
$379K +$58.4K +174 +18%
ARMT
1012
Amica Retiree Medical Trust
Rhode Island
$378K -$170K -507 -31%
GJIC
1013
Gamble Jones Investment Counsel
California
$378K – – –
SFO
1014
Stokes Family Office
Louisiana
$378K +$4.03K +12 +1%
KPWS
1015
Kestra Private Wealth Services
Texas
$377K +$16.1K +48 +4%
HB
1016
Homrich & Berg
Georgia
$376K -$4.03K -12 -1%
SAI
1017
Systematic Alpha Investments
New Jersey
$374K +$1.04M +3,105 New
QT
1018
Quantamental Technologies
New York
$371K +$376K +1,119 New
CAG
1019
Crestwood Advisors Group
Massachusetts
$370K -$6.04K -18 -2%
PPW
1020
Parcion Private Wealth
Washington
$368K +$1.08M +3,219 New
DAS
1021
Dynamic Advisor Solutions
Arizona
$367K +$80.6K +240 +28%
RCAG
1022
Rehmann Capital Advisory Group
Michigan
$367K -$26.2K -78 -7%
BFPW
1023
BOK Financial Private Wealth
Colorado
$366K +$68.5K +204 +23%
GA
1024
Greytown Advisors
Florida
$365K – – –
FB
1025
Fulton Bank
Pennsylvania
$364K +$129K +384 +54%
39 40
41
42 43