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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1501
Summit Global Investments
Utah
$475K -$167K -382 -24%
PPW
1502
Parcion Private Wealth
Washington
$472K -$15.3K -35 -3%
RBC
1503
Romano Brothers & Co
Illinois
$471K -$3.5K -8 -0.7%
AMG
1504
Advisors Management Group
Wisconsin
$470K +$7.43K +17 +1%
QC
1505
Quent Capital
New York
$468K -$28.4K -65 -5%
AWM
1506
Atticus Wealth Management
Florida
$468K -$21.4K -49 -4%
OFP
1507
OLIO Financial Planning
Virginia
$467K – – –
KWM
1508
Kingsman Wealth Management
Florida
$467K -$572K -1,309 -53%
TAFW
1509
Tred Avon Family Wealth
Maryland
$464K -$1.31K -3 -0.3%
MW
1510
MBL Wealth
North Carolina
$462K +$70.8K +162 +16%
GLA
1511
Great Lakes Advisors
Illinois
$461K -$140K -320 -22%
AWM
1512
Aries Wealth Management
Maine
$461K +$8.74K +20 +2%
SF
1513
Seek First
California
$461K -$116K -266 -19%
HKIMG
1514
Hutchens & Kramer Investment Management Group
Indiana
$459K +$285K +653 +130%
RC
1515
Rexford Capital
Texas
$459K +$505K +1,155 New
IP
1516
Ignite Planners
California
$457K +$21K +48 +4%
VC
1517
Veery Capital
Delaware
$455K -$8.74K -20 -2%
CH
1518
Cromwell Holdings
Wyoming
$455K +$437 +1 +0.1%
VA
1519
Valmark Advisers
Ohio
$455K -$22.3K -51 -4%
NGA
1520
Naples Global Advisors
Florida
$453K -$5.24K -12 -1%
AG
1521
AmeriFlex Group
Nevada
$452K +$76.5K +175 +18%
TCM
1522
Tufton Capital Management
Maryland
$451K +$4.37K +10 +0.9%
DG
1523
DMC Group
Alabama
$451K +$17.5K +40 +4%
IIM
1524
Ipswich Investment Management
Massachusetts
$451K +$24K +55 +5%
SSA
1525
Shepherd Street Advisors
California
$449K -$370K -847 -42%
59 60
61
62 63