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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1601
Coastal Bridge Advisors
Connecticut
$376K +$18.3K +42 +5%
SCM
1602
SCS Capital Management
Massachusetts
$375K +$11.4K +26 +3%
YWM
1603
Yukon Wealth Management
Kansas
$375K +$17K +39 +4%
CWG
1604
Cornerstone Wealth Group
North Carolina
$375K +$20.1K +46 +5%
AU
1605
AlphaGrep UK
$374K -$90K -206 -18%
FMN
1606
Financial Management Network
California
$374K +$7.86K +18 +2%
CSI
1607
Cross Staff Investments
New York
$372K – – –
BFG
1608
Beacon Financial Group
Texas
$372K -$77.8K -178 -16%
SWGC
1609
Summit Wealth Group (Colorado)
Colorado
$371K -$15.7K -36 -4%
LJHT
1610
Laurie J. Hall Trustee
$368K – – –
CBB
1611
Citizens Business Bank
California
$368K – – –
KFGK
1612
Keystone Financial Group (Kentucky)
Kentucky
$367K +$404K +924 New
AMPWP
1613
Alvarez & Marsal Private Wealth Partners
Florida
$367K -$19.2K -44 -5%
ABC
1614
Associated Banc-Corp
Wisconsin
$365K +$401K +917 New
PPWM
1615
Perissos Private Wealth Management
Oklahoma
$364K – – –
IC
1616
Inscription Capital
Texas
$363K -$479K -1,097 -55%
RS
1617
Rakuten Securities
Japan
$362K +$261K +598 +192%
SF
1618
Sun Financial
Utah
$362K +$401K +919 New
RTC
1619
Real Talk Capital
Tennessee
$361K +$93.9K +215 +31%
PWA
1620
Prairie Wealth Advisors
Nebraska
$360K – – –
HGA
1621
Hobbs Group Advisors
South Carolina
$360K – – –
HFS
1622
Howard Financial Services
Texas
$360K -$95.2K -218 -19%
OMC
1623
Overbrook Management Corp
New York
$359K +$395K +903 New
EA
1624
Everpar Advisors
Oklahoma
$358K -$131K -300 -25%
OF
1625
Optimize Financial
California
$358K -$1.31K -3 -0.3%
63 64
65
66 67