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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MMC
1726
Mizuho Markets Cayman
Cayman Islands
$293K +$322K +738 New
OPF
1727
Old Peak Finance
North Carolina
$293K +$19.2K +44 +6%
RZH
1728
Relyea Zuckerberg Hanson
Connecticut
$291K -$59K -135 -16%
CIAS
1729
Capital Investment Advisory Services
North Carolina
$290K -$14K -32 -4%
WRM
1730
Weybosset Research & Management
Rhode Island
$290K – – –
RSWM
1731
Robertson Stephens Wealth Management
California
$290K +$33.2K +76 +12%
PWM
1732
Prentice Wealth Management
New York
$290K -$2.18K -5 -0.7%
SLC
1733
Second Line Capital
Louisiana
$287K -$28K -64 -8%
WA
1734
Waddell & Associates
Tennessee
$286K +$23.2K +53 +8%
DAC
1735
Dividend Assets Capital
South Carolina
$285K -$2.62K -6 -0.8%
PPC
1736
Park Place Capital
Alabama
$285K +$11.8K +27 +4%
MFA
1737
Morling Financial Advisors
California
$285K +$4.81K +11 +2%
AF
1738
Advisornet Financial
Minnesota
$284K -$1.31K -3 -0.4%
AWM
1739
Ariadne Wealth Management
California
$283K -$132K -302 -30%
NHC
1740
Nicholas Hoffman & Company
Georgia
$282K +$310K +710 New
CBT
1741
Crews Bank & Trust
Florida
$282K – – –
BBL
1742
Beck Bode LLC
Massachusetts
$281K +$30.1K +69 +11%
WPW
1743
Warther Private Wealth
Ohio
$280K -$131K -300 -30%
FF
1744
Francis Financial
$280K -$36.3K -83 -11%
BIG
1745
Brookwood Investment Group
Arizona
$280K -$25.8K -59 -8%
WPW
1746
Waldron Private Wealth
Pennsylvania
$279K -$2.18K -5 -0.7%
BHWM
1747
Bar Harbor Wealth Management
New Hampshire
$278K -$131K -300 -30%
PCM
1748
Praxis Capital Management
Illinois
$278K -$87.4K -200 -22%
PI
1749
Parkside Investments
Illinois
$278K – – –
PA
1750
Promethium Advisors
Maryland
$278K – – –
68 69
70
71 72