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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
1301
Focus Financial Network
Minnesota
– -$427K -1,566 Closed
BFPW
1302
BOK Financial Private Wealth
Colorado
– -$389K -1,428 Closed
FMWA
1303
Forvis Mazars Wealth Advisors
Missouri
– -$376K -1,377 Closed
AFS
1304
Access Financial Services
Minnesota
– -$372K -1,365 Closed
CC
1305
Centiva Capital
New York
– -$368K -1,347 Closed
MFG
1306
Magnus Financial Group
New York
– -$358K -1,311 Closed
CT
1307
Chicago Trust
Illinois
– -$354K -1,299 Closed
Fiera Capital (Canada)
1308
Fiera Capital (Canada)
Quebec, Canada
– -$327K -1,200 Closed
BCM
1309
Brookstone Capital Management
Illinois
– -$319K -1,170 Closed
TSS
1310
Two Sigma Securities
New York
– -$313K -1,146 Closed
PM
1311
Parametrica Management
Hong Kong
– -$278K -1,020 Closed
AA
1312
Argent Advisors
Louisiana
– -$272K -999 Closed
OIA
1313
OneDigital Investment Advisors
Kansas
– -$272K -999 Closed
BWCS
1314
Beirne Wealth Consulting Services
Connecticut
– -$255K -936 Closed
AS
1315
Altshuler Shaham
Israel
– -$254K -933 Closed
LHC
1316
Little House Capital
Massachusetts
– -$252K -927 Closed
PG
1317
Pendal Group
Australia
– -$245K -897 Closed
CBFP
1318
Cedar Brook Financial Partners
Ohio
– -$236K -864 Closed
FB
1319
Fulton Bank
Pennsylvania
– -$232K -849 Closed
EPWM
1320
Essex Private Wealth Management
Massachusetts
– -$229K -843 Closed
MPPLM
1321
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$228K -837 Closed
IF
1322
IRON Financial
Illinois
– -$227K -831 Closed
FNBOO
1323
First National Bank of Omaha
Nebraska
– -$224K -822 Closed
SICM
1324
Sustainable Insight Capital Management
New York
– -$219K -804 Closed
PMG
1325
ProVise Management Group
Florida
– -$218K -801 Closed