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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1026
BOK Financial Private Wealth
Colorado
$383K -$21K -72 -5%
KPWS
1027
Kestra Private Wealth Services
Texas
$382K -$19K -65 -5%
GL
1028
Graypoint LLC
New York
$380K +$33.9K +116 +10%
HIG
1029
Heritage Investment Group
Florida
$379K – – –
TCBWMS
1030
Texas Capital Bank Wealth Management Services
Texas
$379K – – –
QI
1031
Qtron Investments
Massachusetts
$379K +$196K +672 +115%
FNBOH
1032
First National Bank of Hutchinson
Kansas
$378K +$584 +2 +0.2%
LJHT
1033
Laurie J. Hall Trustee
$377K – – –
SAM
1034
Strategy Asset Managers
California
$375K -$881K -3,015 -71%
IAG
1035
Investmark Advisory Group
Connecticut
$374K -$7.3K -25 -2%
CIAS
1036
Capital Investment Advisory Services
North Carolina
$374K -$2.04K -7 -0.6%
HKIMG
1037
Hutchens & Kramer Investment Management Group
Indiana
$371K -$24K -82 -6%
KWM
1038
Kingsview Wealth Management
Oregon
$370K -$3.21K -11 -0.9%
JFGIW
1039
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$370K +$237K +812 +196%
GC
1040
GFG Capital
Florida
$368K -$270K -923 -43%
VFA
1041
Values First Advisors
Tennessee
$368K +$29.5K +101 +9%
WP
1042
WMS Partners
Maryland
$367K -$996K -3,410 -74%
BAM
1043
Belpointe Asset Management
Nevada
$367K -$171K -587 -33%
LWM
1044
Ledge Wealth Management
Minnesota
$367K +$355K +1,215 New
GIA
1045
Gladstone Institutional Advisory
Florida
$366K +$157K +538 +80%
CWM
1046
Calamos Wealth Management
Illinois
$364K -$39.1K -134 -10%
ACM
1047
Advisors Capital Management
New Jersey
$364K -$17.2K -59 -5%
GFP
1048
Guardian Financial Partners
California
$364K +$421K +1,440 New
TPA
1049
Trivium Point Advisory
Connecticut
$363K -$17.8K -61 -5%
CM
1050
Castleark Management
Illinois
$362K – – –
40 41
42
43 44