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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1276
Parkside Investments
Illinois
$304K – – –
GI
1277
GLOBALT Investments
Georgia
$304K +$268K +900 New
LWA
1278
Ledgewood Wealth Advisors
New Hampshire
$304K +$268K +900 New
FAFN
1279
First Affirmative Financial Network
Colorado
$304K +$17.6K +59 +7%
GPA
1280
Guerra Pan Advisors
New Jersey
$303K +$25.9K +87 +11%
CC
1281
Centiva Capital
New York
$302K -$763K -2,559 -74%
CG
1282
Clarus Group
Texas
$302K – – –
SCM
1283
Stevens Capital Management
Pennsylvania
$300K -$856K -2,873 -76%
FMTC
1284
Farmers & Merchants Trust Company
California
$300K – – –
FAG
1285
Fortitude Advisory Group
Washington
$295K -$1.49K -5 -0.6%
FWP
1286
FAS Wealth Partners
Kansas
$295K – – –
RIM
1287
Rakuten Investment Management
Japan
$294K +$259K +870 New
DCM
1288
DGS Capital Management
New Jersey
$292K +$44.4K +149 +21%
IBOK
1289
Independence Bank of Kentucky
Kentucky
$292K +$109K +366 +73%
FFA
1290
First Foundation Advisors
California
$291K -$357K -1,196 -58%
BFC
1291
Blue Fin Capital
Rhode Island
$291K +$19.1K +64 +8%
MPWT
1292
MassMutual Private Wealth & Trust
Connecticut
$291K -$27.7K -93 -10%
GMA
1293
Glassy Mountain Advisors
Maryland
$291K – – –
KAS
1294
KPP Advisory Services
Kentucky
$291K +$257K +862 New
HFS
1295
Howard Financial Services
Texas
$290K +$5.96K +20 +2%
SFO
1296
Stokes Family Office
Louisiana
$288K -$106K -357 -29%
CT
1297
Coastline Trust
Rhode Island
$288K – – –
EWA
1298
EverSource Wealth Advisors
Alabama
$288K +$18.5K +62 +8%
MIM
1299
Morningstar Investment Management
Illinois
$288K -$15.8K -53 -6%
VCP
1300
Verus Capital Partners
Arizona
$287K -$1.79K -6 -0.7%
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