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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1351
Avantax Planning Partners
Iowa
$785K +$153K +293 +25%
CCG
1352
Cypress Capital Group
Florida
$784K +$755K +1,443 New
II
1353
Impact Investors
California
$783K -$523 -1 -0.1%
RWPA
1354
Richard W. Paul & Associates
Michigan
$783K +$8.89K +17 +1%
PPC
1355
Park Place Capital
Alabama
$782K -$13.1K -25 -2%
DWM
1356
Drive Wealth Management
Utah
$782K +$97.8K +187 +15%
AWM
1357
Arista Wealth Management
Nevada
$781K +$752K +1,438 New
1W
1358
1776 Wealth
Georgia
$779K -$19.9K -38 -3%
MGIA
1359
Moneta Group Investment Advisors
Missouri
$776K -$7.84K -15 -1%
QC
1360
Quent Capital
New York
$776K +$38.7K +74 +5%
SEIA
1361
Signature Estate & Investment Advisors
California
$775K +$342K +655 +85%
SF
1362
Seek First
California
$774K – – –
DE
1363
Diversified Enterprises
Delaware
$771K +$61.7K +118 +9%
MPWT
1364
MassMutual Private Wealth & Trust
Connecticut
$766K +$80K +153 +12%
IWA
1365
IBEX Wealth Advisors
New Jersey
$764K +$735K +1,406 New
SFS
1366
Sharp Financial Services
Pennsylvania
$764K +$159K +304 +28%
SA
1367
Sovran Advisors
California
$763K +$373K +713 +97%
SP
1368
SWS Partners
Ohio
$760K +$28.8K +55 +4%
DWM
1369
Dogwood Wealth Management
Kansas
$760K +$73.2K +140 +11%
PJSIMP
1370
P.J. Schmidt Investment Management (PJS)
Wisconsin
$759K +$493K +942 +207%
CP
1371
Covenant Partners
Tennessee
$759K – – –
IC
1372
Iconiq Capital
California
$758K -$280K -535 -28%
MC
1373
Moors & Cabot
Massachusetts
$756K +$118K +225 +19%
GTAM
1374
Global Trust Asset Management
Florida
$754K +$222K +425 +44%
TFGT
1375
TS Financial Group (TSFG)
Illinois
$750K – – –
53 54
55
56 57