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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCS
2101
Concentric Capital Strategies
Connecticut
$206K +$193K +363 New
SFC
2102
SYM Financial Corp
Indiana
$206K +$193K +363 New
WIM
2103
Warwick Investment Management
Texas
$206K +$193K +363 New
PCMNC
2104
Piedmont Capital Management (North Carolina)
North Carolina
$205K +$193K +362 New
FWP
2105
Flatrock Wealth Partners
California
$204K +$192K +361 New
CG
2106
Curat Global
New Hampshire
$204K – – –
BF
2107
Brucke Financial
Indiana
$204K +$192K +360 New
CF
2108
Carter Financial
California
$204K +$192K +360 New
FSA
2109
Franklin Street Advisors
North Carolina
$204K +$192K +360 New
NAS
2110
NWF Advisory Services
California
$204K +$192K +360 New
RP
2111
Riverbridge Partners
Minnesota
$204K +$192K +360 New
SI
2112
Seeds Investor
New York
$204K +$192K +360 New
DAM
2113
Doheny Asset Management
California
$203K +$191K +359 New
GCP
2114
GSA Capital Partners
United Kingdom
$203K +$191K +359 New
PI
2115
Pachira Investments
California
$203K +$191K +358 New
NRG
2116
Nemes Rush Group
Michigan
$202K +$6.92K +13 +4%
CAC
2117
Core Alternative Capital
Georgia
$202K +$184K +345 +2,875%
DOA
2118
D'Orazio & Associates
Virginia
$202K +$190K +357 New
EV
2119
EJMK Ventures
Illinois
$202K +$190K +357 New
PAM
2120
Pegasus Asset Management
New York
$202K +$190K +357 New
BCG
2121
Breakwater Capital Group
New Jersey
$202K +$190K +356 New
SGK
2122
Steigerwald Gordon & Koch
Virginia
$201K +$7.45K +14 +4%
TW
2123
Tempo Wealth
Ohio
$201K +$189K +355 New
RS
2124
Rakuten Securities
Japan
$197K -$71.3K -134 -28%
GWM
2125
Greenline Wealth Management
Florida
$193K +$182K +341 New
83 84
85
86 87