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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
501
Zeke Capital Advisors
Pennsylvania
$313K +$290K +3,015 New
ARMT
502
Amica Retiree Medical Trust
Rhode Island
$309K
TTWM
503
TCV Trust & Wealth Management
Virginia
$309K
BSW
504
Buckingham Strategic Wealth
Missouri
$309K +$285K +2,970 New
MTC
505
McDaniel Terry & Co
Texas
$304K
PGFC
506
Peapack-Gladstone Financial Corp
New Jersey
$299K -$8.65K -90 -3%
Janney Montgomery Scott
507
Janney Montgomery Scott
Pennsylvania
$299K -$22.5K -234 -8%
BCM
508
Bayesian Capital Management
New York
$292K +$270K +2,808 New
EIA
509
Edgemoor Investment Advisors
Maryland
$291K
TSWM
510
Triangle Securities Wealth Management
North Carolina
$290K
WPC
511
Waters Parkerson & Co
Louisiana
$290K +$268K +2,790 New
HAG
512
HighPoint Advisor Group
Illinois
$287K
HCMNY
513
Howard Capital Management (New York)
New York
$281K
JIC
514
Joel Isaacson & Co
New York
$281K
SRC
515
Stone Run Capital
New York
$281K
TI
516
Trexquant Investment
Connecticut
$281K +$259K +2,700 New
AFP
517
Ausdal Financial Partners
Iowa
$269K -$64.9K -675 -21%
1SB
518
1ST Source Bank
Indiana
$267K -$31.1K -324 -11%
CCG
519
Cypress Capital Group
Florida
$267K
SPWA
520
SteelBridge Private Wealth Advisors
Florida
$267K
WAM
521
Wealthspire Advisors (Maryland)
Maryland
$266K +$3.46K +36 +1%
VFA
522
Voya Financial Advisors
Connecticut
$263K +$245K +2,547 New
AW
523
Alpha Windward
Massachusetts
$262K -$865 -9 -0.4%
CA
524
Cambridge Advisors
Nebraska
$255K
TC
525
Telemus Capital
Michigan
$253K