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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWL
1726
Causey Wealth LLC
Colorado
$355K – – –
NRC
1727
New Republic Capital
North Carolina
$354K +$54.9K +105 +19%
GS
1728
GTS Securities
Florida
$354K -$1.34M -2,555 -80%
MM
1729
MQS Management
New York
$354K -$42.4K -81 -11%
FFO
1730
Fortitude Family Office
Arizona
$354K +$291K +557 +593%
IA
1731
Integrity Alliance
Iowa
$353K -$232K -444 -41%
DP
1732
DDD Partners
Washington
$353K +$4.18K +8 +1%
FNBOO
1733
First National Bank of Omaha
Nebraska
$353K +$340K +650 New
SWP
1734
Semus Wealth Partners
Florida
$353K -$1.57K -3 -0.5%
CIAS
1735
Capital Investment Advisory Services
North Carolina
$350K +$9.41K +18 +3%
HAS
1736
HBW Advisory Services
California
$349K +$52.3K +100 +18%
MAG
1737
Mokosak Advisory Group
Iowa
$346K – – –
FIM
1738
FWL Investment Management
Texas
$346K +$333K +636 New
TAM
1739
Titleist Asset Management
Texas
$345K +$332K +635 New
SVCP
1740
Silicon Valley Capital Partners
California
$341K -$9.17M -17,540 -97%
ITIM
1741
Indiana Trust & Investment Management
Indiana
$340K +$88.9K +170 +37%
AWM
1742
Aprio Wealth Management
Georgia
$339K +$326K +624 New
SC
1743
Saturna Capital
Washington
$339K +$326K +623 New
PAG
1744
Private Advisory Group
Washington
$338K -$88.9K -170 -21%
SB
1745
Sunflower Bank
Texas
$337K -$50.2K -96 -13%
CWS
1746
Confluence Wealth Services
Pennsylvania
$337K +$18.8K +36 +6%
BFA
1747
Beaumont Financial Advisors
Massachusetts
$337K -$30.3K -58 -9%
KLCM
1748
KG&L Capital Management
Louisiana
$337K -$13.6K -26 -4%
SHF
1749
Safe Harbor Fiduciary
Florida
$335K +$8.89K +17 +3%
PC
1750
Promus Capital
Illinois
$335K -$119K -227 -27%
68 69
70
71 72