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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2501
Clarity Asset Management
Iowa
– -$146K -326 Closed
SMFG
2502
Sumitomo Mitsui Financial Group
Japan
– -$132K -300 Closed
TIM
2503
Tortoise Investment Management
New York
– -$117K -261 Closed
GFWA
2504
Grey Fox Wealth Advisors
Delaware
– -$111K -248 Closed
HWA
2505
Heartwood Wealth Advisors
Virginia
– -$110K -245 Closed
ACM
2506
Aster Capital Management
United Arab Emirates
– -$97.5K -218 Closed
FLP
2507
Financial Life Planners
Arizona
– -$88.1K -197 Closed
CWM
2508
Crowley Wealth Management
Delaware
– -$73.8K -165 Closed
ABWM
2509
Alpine Bank Wealth Management
Colorado
– -$72.5K -162 Closed
A
2510
AlphaQuest
New York
– -$54.1K -121 Closed
JWM
2511
JPL Wealth Management
Colorado
– -$45.1K -101 Closed
YDMI
2512
Y.D. More Investments
Israel
– -$422 -96 Closed
EPW
2513
Evergreen Private Wealth
Colorado
– -$29.5K -66 Closed
MSG
2514
Main Street Group
Virginia
– -$29.5K -66 Closed
NCM
2515
Northwest Capital Management
Oregon
– -$28.2K -63 Closed
BCM
2516
Berbice Capital Management
New York
– -$22.4K -50 Closed
PAM
2517
Parvin Asset Management
South Dakota
– -$22.4K -50 Closed
JFG
2518
JDM Financial Group
Texas
– -$16.1K -36 Closed
CCM
2519
Cloud Capital Management
Washington
– -$9K -22 Closed
PPA
2520
Painted Porch Advisors
California
– -$4.92K -11 Closed
API
2521
Asset Planning Inc
California
– -$4.03K -9 Closed
RBC
2522
Roble Belko & Company
Pennsylvania
– -$4K -9 Closed
PCM
2523
Perritt Capital Management
Illinois
– -$3.13K -7 Closed
BSB
2524
Bangor Savings Bank
Maine
– -$2.68K -6 Closed
WAG
2525
Wiser Advisor Group
Arizona
– -$2.24K -5 Closed
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