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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MUS
476
Mitsubishi UFJ Securities
Japan
$10K +$10.2K +180 New
CGT
477
Capital Guardian Trust
California
$9K +$9.17K +162 New
CAW
478
Cornerstone Advisors (Washington)
Washington
$8K – – –
FAM
479
Formidable Asset Management
Ohio
$8K – – –
PFSC
480
Peoples Financial Services Corp
Pennsylvania
$8K – – –
SA
481
SRH Advisors
Kansas
$8K – – –
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$7.58K – – –
FANJ
483
Financial Architects (New Jersey)
New Jersey
$7K -$8.15K -144 -55%
PSI
484
Pinnacle Summer Investments
Virginia
$6K – – –
BCM
485
Blume Capital Management
California
$5K – – –
NHFG
486
New Harbor Financial Group
Massachusetts
$5K – – –
TFO
487
Tarbox Family Office
California
$5K – – –
LWA
488
Lenox Wealth Advisors
New York
$4K – – –
TWA
489
TCI Wealth Advisors
Arizona
$4K – – –
EWM
490
Evercore Wealth Management
New York
$4K +$4.08K +72 New
FCCM
491
First City Capital Management
Georgia
$3.03K – – –
SIG
492
Stanford Investment Group
California
$3K – – –
TCM
493
Tradewinds Capital Management
Washington
$3K – – –
IWMPD
494
Integrated Wealth Management (Palm Desert)
California
$3K +$3.57K +63 New
EFSCE
495
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
GWM
496
Gupta Wealth Management
California
$2K +$1.53K +27 New
MWAN
497
Mariner Wealth Advisors (NYC)
Kansas
$2K +$1.53K +27 New
HM
498
HealthCor Management
New York
– -$40.5M -689,400 Closed
CEP
499
Chicago Equity Partners
Illinois
– -$17.4M -296,640 Closed
PVI
500
Pura Vida Investments
New York
– -$9.42M -166,500 Closed
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