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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
1601
Citizens Business Bank
California
$368K – – –
KFGK
1602
Keystone Financial Group (Kentucky)
Kentucky
$367K +$404K +924 New
AMPWP
1603
Alvarez & Marsal Private Wealth Partners
Florida
$367K -$19.2K -44 -5%
ABC
1604
Associated Banc-Corp
Wisconsin
$365K +$401K +917 New
PPWM
1605
Perissos Private Wealth Management
Oklahoma
$364K – – –
IC
1606
Inscription Capital
Texas
$363K -$479K -1,097 -55%
RS
1607
Rakuten Securities
Japan
$362K +$261K +598 +192%
SF
1608
Sun Financial
Utah
$362K +$401K +919 New
RTC
1609
Real Talk Capital
Tennessee
$361K +$93.9K +215 +31%
PWA
1610
Prairie Wealth Advisors
Nebraska
$360K – – –
HGA
1611
Hobbs Group Advisors
South Carolina
$360K – – –
HFS
1612
Howard Financial Services
Texas
$360K -$95.2K -218 -19%
OMC
1613
Overbrook Management Corp
New York
$359K +$395K +903 New
EA
1614
Everpar Advisors
Oklahoma
$358K -$131K -300 -25%
SCS
1615
Sound Capital Solutions
Florida
$358K +$394K +901 New
GKFF
1616
George Kaiser Family Foundation
Oklahoma
$356K +$40.6K +93 +12%
PGCM
1617
Prescott Group Capital Management
Oklahoma
$356K +$40.6K +93 +12%
MAWA
1618
Moss Adams Wealth Advisors
Washington
$356K -$41.5K -95 -10%
WFI
1619
West Family Investments
California
$356K -$22.3K -51 -5%
OAM
1620
Ostrum Asset Management
France
$354K -$143K -327 -27%
PWA
1621
PCG Wealth Advisors
Kansas
$352K +$387K +886 New
PEWA
1622
Pacific Excel Wealth Advisors
California
$352K +$168K +384 +76%
HFO
1623
Heritage Family Offices
Arizona
$352K +$387K +886 New
SFGM
1624
Stonebridge Financial Group (Missouri)
Missouri
$350K – – –
SIA
1625
Soltis Investment Advisors
Utah
$348K -$87.8K -201 -19%
63 64
65
66 67