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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1626
Clarus Group
Texas
$422K – – –
HGA
1627
Hobbs Group Advisors
South Carolina
$417K – – –
OF
1628
Optimize Financial
California
$417K -$8.1K -16 -2%
CBA
1629
Coastal Bridge Advisors
Connecticut
$417K -$506 -1 -0.1%
YWM
1630
Yukon Wealth Management
Kansas
$416K – – –
SWM
1631
SHP Wealth Management
Massachusetts
$416K -$85K -168 -16%
AC
1632
Apella Capital
Connecticut
$416K +$448K +886 New
AWM
1633
Aprio Wealth Management
Georgia
$415K -$15.2K -30 -3%
NRC
1634
New Republic Capital
North Carolina
$415K -$306K -605 -40%
NAMP
1635
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$415K – – –
PCM
1636
Praxis Capital Management
Illinois
$415K – – –
YP
1637
YANKCOM Partnership
South Dakota
$414K +$10.1K +20 +2%
BA
1638
Bridgewater Advisors
New York
$413K -$43.5K -86 -8%
GWP
1639
Gateway Wealth Partners
Wisconsin
$409K +$449K +888 New
VAG
1640
VisionPoint Advisory Group
Texas
$408K +$41.5K +82 +10%
RA
1641
Riverstone Advisors
Texas
$406K +$41.5K +82 +10%
SFGM
1642
Stonebridge Financial Group (Missouri)
Missouri
$405K -$506 -1 -0.1%
CWG
1643
Cornerstone Wealth Group
North Carolina
$405K -$33.4K -66 -7%
AHL
1644
Abel Hall LLC
Louisiana
$403K -$205K -406 -32%
LJAC
1645
L.J. Altfest & Co
New York
$403K +$50.1K +99 +13%
FM
1646
Family Management
New York
$403K +$60.7K +120 +16%
RFW
1647
Rainier Family Wealth
Washington
$401K -$16.7K -33 -4%
QPWM
1648
Quadrant Private Wealth Management
Pennsylvania
$401K +$76.4K +151 +21%
RZH
1649
Relyea Zuckerberg Hanson
Connecticut
$399K +$43.5K +86 +11%
FF
1650
Foronjy Financial
California
$398K – – –
64 65
66
67 68