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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCS
1626
Sound Capital Solutions
Florida
$358K +$394K +901 New
GKFF
1627
George Kaiser Family Foundation
Oklahoma
$356K +$40.6K +93 +12%
PGCM
1628
Prescott Group Capital Management
Oklahoma
$356K +$40.6K +93 +12%
MAWA
1629
Moss Adams Wealth Advisors
Washington
$356K -$41.5K -95 -10%
WFI
1630
West Family Investments
California
$356K -$22.3K -51 -5%
OAM
1631
Ostrum Asset Management
France
$354K -$143K -327 -27%
PWA
1632
PCG Wealth Advisors
Kansas
$352K +$387K +886 New
PEWA
1633
Pacific Excel Wealth Advisors
California
$352K +$168K +384 +76%
HFO
1634
Heritage Family Offices
Arizona
$352K +$387K +886 New
SFGM
1635
Stonebridge Financial Group (Missouri)
Missouri
$350K – – –
SIA
1636
Soltis Investment Advisors
Utah
$348K -$87.8K -201 -19%
ORAM
1637
One River Asset Management
Connecticut
$348K +$81.3K +186 +27%
PAP
1638
Persistent Asset Partners
Hong Kong
$348K -$44.6K -102 -10%
LSIA
1639
LaSalle St. Investment Advisors
Illinois
$348K +$382K +875 New
MPWT
1640
MassMutual Private Wealth & Trust
Connecticut
$347K -$157K -359 -29%
SP
1641
SmartHarvest Portfolios
Washington
$347K -$128K -292 -25%
AP
1642
Anchyra Partners
Georgia
$345K -$31.9K -73 -8%
BBP
1643
Banco BTG Pactual
Brazil
$344K +$378K +866 New
FF
1644
Foronjy Financial
California
$343K – – –
FFA
1645
Fragasso Financial Advisors
Pennsylvania
$342K -$69.9K -160 -16%
WPW
1646
Watershed Private Wealth
Illinois
$342K +$375K +859 New
RA
1647
Riverstone Advisors
Texas
$340K -$11.4K -26 -3%
NRC
1648
New Republic Capital
North Carolina
$339K -$21K -48 -5%
MA
1649
MONECO Advisors
Connecticut
$339K +$2.62K +6 +0.7%
PPW
1650
Pasadena Private Wealth
California
$335K +$84.3K +193 +30%
64 65
66
67 68