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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DFCM
1101
Dark Forest Capital Management
Puerto Rico
$382K +$163K +522 +67%
DWM
1102
Drive Wealth Management
Utah
$381K -$7.18K -23 -2%
PP
1103
PDS Planning
Ohio
$376K +$7.5K +24 +2%
LFAS
1104
Level Four Advisory Services
Texas
$371K -$28.7K -92 -7%
MC
1105
Moors & Cabot
Massachusetts
$371K +$84.3K +270 +27%
ICP
1106
Interchange Capital Partners
Pennsylvania
$368K +$210K +671 +114%
MC
1107
Maverick Capital
Texas
$368K +$94.9K +304 +32%
CA
1108
Clearstead Advisors
Ohio
$367K +$28.7K +92 +8%
JSC
1109
Jackson Square Capital
California
$367K +$18.7K +60 +5%
SMA
1110
Sage Mountain Advisors
Georgia
$366K +$28.1K +90 +8%
LSA
1111
Lion Street Advisors
Texas
$365K +$66.8K +214 +21%
NGA
1112
Naples Global Advisors
Florida
$360K -$1.56K -5 -0.4%
GW
1113
GW & Wade
Massachusetts
$357K +$61.2K +196 +19%
CSIC
1114
Clifford Swan Investment Counsel
California
$357K – – –
GSEP
1115
Golden State Equity Partners
California
$355K +$189K +604 +99%
KP
1116
Keel Point
Alabama
$355K -$1.56K -5 -0.4%
IAG
1117
Investmark Advisory Group
Connecticut
$355K -$625 -2 -0.2%
SFO
1118
Stokes Family Office
Louisiana
$354K +$18.4K +59 +5%
PCI
1119
Planning Center Inc
Illinois
$353K – – –
SQA
1120
Simon Quick Advisors
New Jersey
$353K +$377K +1,206 New
ACM
1121
Advisors Capital Management
New Jersey
$351K +$19.1K +61 +5%
YC
1122
Yarbrough Capital
Tennessee
$348K – – –
EAMA
1123
EFG Asset Management (Americas)
Florida
$348K -$15.3K -49 -4%
PWP
1124
Principle Wealth Partners
Connecticut
$347K +$11.6K +37 +3%
CMS
1125
Capital Market Strategies
Florida
$346K +$54.3K +174 +17%
43 44
45
46 47