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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1226
Quent Capital
New York
$646K -$7.45K -16 -1%
B
1227
Bailard
California
$643K +$36.3K +78 +6%
AAS
1228
Ameritas Advisory Services
Nebraska
$641K -$283K -608 -32%
TWM
1229
Tradition Wealth Management
Minnesota
$640K -$47K -101 -7%
QAM
1230
Q3 Asset Management
Michigan
$640K +$606K +1,302 New
ILI
1231
Invesco LLC (Illinois)
Illinois
$639K – – –
GSEP
1232
Golden State Equity Partners
California
$637K +$161K +345 +36%
GKWIM
1233
Gerber Kawasaki Wealth & Investment Management
California
$634K – – –
TSWM
1234
Tyler-Stone Wealth Management
Ohio
$631K +$309K +664 +107%
WANY
1235
Wealthspire Advisors (New York)
New York
$628K +$62.4K +134 +12%
FFN
1236
Focus Financial Network
Minnesota
$626K +$74.5K +160 +14%
PCS
1237
Personal CFO Solutions
New Jersey
$625K -$16.8K -36 -3%
ASBI
1238
American State Bank (Iowa)
Iowa
$623K -$4.19K -9 -0.7%
APW
1239
Austin Private Wealth
Texas
$621K +$171K +367 +41%
FBFS
1240
First Business Financial Services
Wisconsin
$615K +$5.59K +12 +1%
GFP
1241
Gryphon Financial Partners
Ohio
$614K -$93.6K -201 -14%
AA
1242
AlphaCentric Advisors
Puerto Rico
$614K -$349K -750 -38%
DWM
1243
Drive Wealth Management
Utah
$614K -$3.72K -8 -0.6%
IAG
1244
Investmark Advisory Group
Connecticut
$613K +$6.98K +15 +1%
CPIA
1245
Cornell Pochily Investment Advisors
New York
$609K +$11.6K +25 +2%
PPW
1246
Parcion Private Wealth
Washington
$609K +$108K +231 +23%
TNA
1247
True North Advisors
Texas
$605K +$11.6K +25 +2%
AFG
1248
ABLE Financial Group
Arizona
$604K +$573K +1,230 New
PCI
1249
Planning Center Inc
Illinois
$598K +$7.45K +16 +1%
CA
1250
Claro Advisors
Massachusetts
$596K +$144K +310 +34%
48 49
50
51 52