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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1151
Quent Capital
New York
$425K +$76.6K +257 +26%
WANY
1152
Wealthspire Advisors (New York)
New York
$425K +$86.1K +289 +30%
KP
1153
Keel Point
Alabama
$424K +$13.1K +44 +4%
FDS
1154
First Dallas Securities
Texas
$423K +$374K +1,255 New
EA
1155
Everpar Advisors
Oklahoma
$422K +$373K +1,251 New
KFA
1156
Kapstone Financial Advisors
Ohio
$421K – – –
DWM
1157
Drive Wealth Management
Utah
$417K -$20.3K -68 -5%
IAG
1158
Investmark Advisory Group
Connecticut
$416K +$5.66K +19 +2%
CIA
1159
Choate Investment Advisors
Massachusetts
$414K +$101K +340 +38%
AC
1160
Allstate Corporation
Illinois
$414K -$51.9K -174 -12%
GW
1161
GW & Wade
Massachusetts
$413K – – –
TCWA
1162
Turtle Creek Wealth Advisors
Texas
$413K +$365K +1,224 New
CW
1163
Channel Wealth
California
$413K +$29.8K +100 +9%
RF
1164
RHS Financial
California
$411K +$363K +1,219 New
ICP
1165
Interchange Capital Partners
Pennsylvania
$411K -$14.6K -49 -4%
IP
1166
Ignite Planners
California
$409K -$117K -394 -24%
MSAM
1167
Moloney Securities Asset Management
Missouri
$406K +$359K +1,204 New
PCI
1168
Planning Center Inc
Illinois
$405K -$1.79K -6 -0.5%
VC
1169
Veery Capital
Delaware
$402K +$6.26K +21 +2%
YC
1170
Yarbrough Capital
Tennessee
$401K – – –
CMS
1171
Capital Market Strategies
Florida
$400K -$4.77K -16 -1%
AA
1172
Apriem Advisors
California
$399K – – –
LWM
1173
Laidlaw Wealth Management
New York
$399K +$29.2K +98 +9%
LWM
1174
LJI Wealth Management
Indiana
$398K – – –
LSA
1175
Lion Street Advisors
Texas
$398K -$20.6K -69 -6%
45 46
47
48 49