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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1026
Centiva Capital
New York
$337K -$1.64M -6,643 -83%
GKWIM
1027
Gerber Kawasaki Wealth & Investment Management
California
$337K -$9.61K -39 -3%
SFS
1028
Sowell Financial Services
Arkansas
$337K +$325K +1,321 New
DWM
1029
Drive Wealth Management
Utah
$337K +$1.72K +7 +0.5%
PCM
1030
Parsons Capital Management
Rhode Island
$336K – – –
HWA
1031
HCR Wealth Advisors
California
$334K -$14K -57 -4%
CF
1032
Cantor Fitzgerald
New York
$332K +$320K +1,300 New
KLCM
1033
KG&L Capital Management
Louisiana
$330K -$27.6K -112 -8%
MSS
1034
Mitchell Sinkler & Starr
Pennsylvania
$330K -$18.7K -76 -6%
CA
1035
Callahan Advisors
Texas
$321K -$11.1K -45 -3%
GA
1036
Geller Advisors
New York
$321K +$30.8K +125 +11%
PCI
1037
Planning Center Inc
Illinois
$320K – – –
GL
1038
Graypoint LLC
New York
$319K -$108K -438 -26%
LWM
1039
Laidlaw Wealth Management
New York
$317K – – –
NGA
1040
Naples Global Advisors
Florida
$316K +$305K +1,238 New
NFG
1041
Nations Financial Group
Iowa
$314K – – –
WIM
1042
WealthPlan Investment Management
Nebraska
$314K -$233K -944 -43%
RWP
1043
RWA Wealth Partners
Massachusetts
$313K – – –
LFA
1044
Legacy Financial Advisors
Kentucky
$312K +$61.8K +251 +26%
VC
1045
Veery Capital
Delaware
$312K – – –
CSIC
1046
Clifford Swan Investment Counsel
California
$312K – – –
KFA
1047
Kapstone Financial Advisors
Ohio
$311K – – –
AA
1048
Apriem Advisors
California
$311K – – –
RWA
1049
Ropes Wealth Advisors
Massachusetts
$311K +$1.48K +6 +0.5%
GWP
1050
Gateway Wealth Partners
Wisconsin
$307K +$37.7K +153 +15%
40 41
42
43 44