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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1576
Fragasso Financial Advisors
Pennsylvania
$462K +$25.3K +50 +5%
A
1577
Argentarii
Ohio
$461K +$77.9K +154 +18%
BHWM
1578
Bar Harbor Wealth Management
New Hampshire
$461K -$240K -475 -32%
MW
1579
MBL Wealth
North Carolina
$461K +$34.9K +69 +7%
II
1580
Impact Investors
California
$459K +$8.6K +17 +2%
RF
1581
RHS Financial
California
$459K +$8.6K +17 +2%
GIA
1582
Guyasuta Investment Advisors
Pennsylvania
$458K – – –
PTP
1583
Platform Technology Partners
New York
$457K +$88K +174 +21%
MAWA
1584
Moss Adams Wealth Advisors
Washington
$456K +$1.52K +3 +0.3%
GIM
1585
Generate Investment Management
New Zealand
$456K -$9.75M -19,265 -95%
CB
1586
Centennial Bank
Arkansas
$456K – – –
MA
1587
MJP Associates
Connecticut
$454K -$169K -334 -25%
RA
1588
Riversedge Advisors
Delaware
$454K +$42.5K +84 +9%
QT
1589
Quantbot Technologies
New York
$453K +$497K +983 New
FAG
1590
Fortitude Advisory Group
Washington
$452K +$13.2K +26 +3%
OL
1591
OneFund LLC
Florida
$452K -$24.8K -49 -5%
AU
1592
Algebris (UK)
United Kingdom
$451K -$870K -1,720 -64%
PAP
1593
Persistent Asset Partners
Hong Kong
$450K – – –
IAS
1594
Integrity Advisory Solutions
Texas
$450K +$34.4K +68 +7%
AWA
1595
Argos Wealth Advisors
California
$450K +$1.52K +3 +0.3%
ILI
1596
Invesco LLC (Illinois)
Illinois
$448K – – –
PEA
1597
Park Edge Advisors
Ohio
$446K -$154K -305 -24%
AA
1598
Apriem Advisors
California
$446K -$48.6K -96 -9%
SWGC
1599
Summit Wealth Group (Colorado)
Colorado
$446K +$490K +968 New
AMPWP
1600
Alvarez & Marsal Private Wealth Partners
Florida
$446K +$68.3K +135 +16%
62 63
64
65 66