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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1351
Golden State Wealth Management
California
$875K +$1.6K +3 +0.2%
OC
1352
Oarsman Capital
Wisconsin
$873K +$17K +32 +2%
TFA
1353
Teamwork Financial Advisors
Texas
$870K -$1.83M -3,445 -69%
MSS
1354
Mitchell Sinkler & Starr
Pennsylvania
$867K – – –
SGI
1355
Summit Global Investments
Utah
$863K +$811K +1,524 New
SNB
1356
Security National Bank
Nebraska
$861K +$356K +669 +79%
PCM
1357
Prelude Capital Management
New York
$860K -$142K -267 -15%
CA
1358
Cambridge Advisors
Nebraska
$860K – – –
NP
1359
NorthRock Partners
Minnesota
$858K -$1.49M -2,805 -65%
CIC
1360
Chilton Investment Company
Connecticut
$856K +$254K +477 +46%
OWCM
1361
One Wealth Capital Management
Arizona
$855K +$490K +920 +156%
QC
1362
Quent Capital
New York
$852K +$33K +62 +4%
NRC
1363
New Republic Capital
North Carolina
$852K +$474K +891 +145%
QLSGSCF
1364
Quent Long Short Global Small Cap Fund
New York
$852K +$801K +1,505 New
KHCM
1365
Kirtland Hills Capital Management
Ohio
$851K +$35.1K +66 +5%
OL
1366
Optas LLC
Texas
$851K +$281K +528 +54%
NIA
1367
NIA Impact Advisors
California
$851K +$1.6K +3 +0.2%
AAI
1368
American Assets Inc
California
$850K – – –
WA
1369
WBH Advisory
Maryland
$850K – – –
AA
1370
AlphaCentric Advisors
Puerto Rico
$850K +$799K +1,500 New
KIA
1371
Kraematon Investment Advisors
Massachusetts
$841K +$50.6K +95 +7%
PWA
1372
Pitcairn Wealth Advisors
Pennsylvania
$838K +$788K +1,480 New
BEC
1373
Blue Edge Capital
Virginia
$838K +$12.8K +24 +2%
PJSIMP
1374
P.J. Schmidt Investment Management (PJS)
Wisconsin
$837K -$13.8K -26 -2%
BHWM
1375
Bar Harbor Wealth Management
New Hampshire
$835K +$785K +1,475 New
53 54
55
56 57