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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$8.19K -$25.8K -459 -77%
PFSC
502
Peoples Financial Services Corp
Pennsylvania
$8K – – –
SA
503
SRH Advisors
Kansas
$8K – – –
PFS
504
Physicians Financial Services
North Carolina
$8K +$7.58K +135 New
PCM
505
Penserra Capital Management
California
$7K +$6.07K +108 New
MA
506
MUFG Americas
New York
$5K -$6.07K -108 -57%
S
507
SignatureFD
Georgia
$5K -$505 -9 -10%
NHFG
508
New Harbor Financial Group
Massachusetts
$5K – – –
TFO
509
Tarbox Family Office
California
$5K – – –
VCM
510
Vigilant Capital Management
Maine
$5K +$5.05K +90 New
QCG
511
Quadrant Capital Group
Ohio
$4K -$56.6K -1,008 -93%
TSU
512
TD Securities (USA)
New York
$4K -$6.57K -117 -62%
IWMPD
513
Integrated Wealth Management (Palm Desert)
California
$4K – – –
LWA
514
Lenox Wealth Advisors
New York
$4K – – –
FCCM
515
First City Capital Management
Georgia
$3.28K – – –
CF
516
CenterStar Fund
Illinois
$3K – – –
EFSCE
517
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
SIG
518
Stanford Investment Group
California
$3K – – –
TCM
519
Tradewinds Capital Management
Washington
$3K – – –
DPA
520
Delphi Private Advisors
California
$3K +$3.03K +54 New
RFS
521
Rockefeller Financial Services
New York
$3K +$3.03K +54 New
GWM
522
Gupta Wealth Management
California
$2K – – –
PFBT
523
Parkside Financial Bank & Trust
Missouri
$1K -$8.09K -144 -89%
ADL
524
Asset Dedication LLC
California
$1K +$505 +9 New
AL
525
AJO LP
Pennsylvania
– -$23.6M -462,384 Closed
19 20
21
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