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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NHFG
2251
New Harbor Financial Group
Massachusetts
– -$365K -700 Closed
ALAM
2252
Asahi Life Asset Management
Japan
– -$360K -690 Closed
NCFG
2253
New Century Financial Group
New Jersey
– -$344K -643 Closed
FWM
2254
FFT Wealth Management
Pennsylvania
– -$332K -636 Closed
AG
2255
AlTi Global
New York
– -$346K -634 Closed
RCP
2256
Rothschild Capital Partners
New York
– -$311K -596 Closed
CAM
2257
Concorde Asset Management
Michigan
– -$289K -554 Closed
SWM
2258
Shepherd Wealth Management
Ohio
– -$283K -543 Closed
LW
2259
Linscomb Wealth
Texas
– -$270K -517 Closed
WEG
2260
World Equity Group
Illinois
– -$267K -512 Closed
BMM
2261
Buffington Mohr McNeal
Idaho
– -$265K -507 Closed
AC
2262
AXQ Capital
New Jersey
– -$251K -481 Closed
BCM
2263
Barometer Capital Management
Ontario, Canada
– -$214K -480 Closed
LAM
2264
Longboard Asset Management
Arizona
– -$251K -480 Closed
NWWA
2265
New Wave Wealth Advisors
Arkansas
– -$249K -478 Closed
VI
2266
Versor Investments
New York
– -$248K -475 Closed
GFA
2267
Gallagher Fiduciary Advisors
Illinois
– -$246K -472 Closed
MCWA
2268
Meadow Creek Wealth Advisors
Georgia
– -$246K -472 Closed
TWP
2269
Triad Wealth Partners
Kansas
– -$244K -467 Closed
OF
2270
Optimize Financial
California
– -$241K -462 Closed
TIA
2271
Trust Investment Advisors
Indiana
– -$239K -458 Closed
AIA
2272
Angeles Investment Advisors
California
– -$238K -456 Closed
WCM
2273
Weik Capital Management
Pennsylvania
– -$235K -450 Closed
OWA
2274
Outlook Wealth Advisors
Texas
– -$228K -437 Closed
SMC
2275
Smith, Moore & Co
Missouri
– -$227K -435 Closed
89 90
91
92 93