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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
501
Thoroughbred Financial Services
Tennessee
$3.5M +$748K +2,561 +28%
WR
502
WD Rutherford
Oregon
$3.5M +$7.3K +25 +0.2%
AG
503
AIA Group
Hong Kong
$3.5M +$1.71M +5,843 +102%
AAS
504
Avantax Advisory Services
Texas
$3.49M +$193K +660 +6%
IC
505
IEQ Capital
California
$3.48M +$55.8K +191 +2%
CCP
506
Corient Capital Partners
California
$3.38M +$211K +721 +7%
SLI
507
Sumitomo Life Insurance
Japan
$3.35M -$51.7K -177 -2%
SCA
508
Snowden Capital Advisors
New York
$3.35M +$1.09M +3,714 +50%
ETC
509
Exchange Traded Concepts
Oklahoma
$3.32M -$455K -1,558 -12%
MYAM
510
Meiji Yasuda Asset Management
Japan
$3.26M -$479K -1,640 -13%
LSA
511
Leonteq Securities AG
Switzerland
$3.26M +$1.34M +4,570 +73%
SRC
512
Stone Run Capital
New York
$3.25M +$1.41M +4,825 +81%
AFC
513
AFT Forsyth & Company
Florida
$3.24M -$454K -1,555 -13%
OCM
514
Orser Capital Management
Texas
$3.24M -$122K -418 -4%
NGM
515
North Growth Management
British Columbia, Canada
$3.22M +$3.21M +11,000 New
HPWM
516
High Pines Wealth Management
Massachusetts
$3.21M +$759K +2,599 +32%
BTWM
517
Baker Tilly Wealth Management
Wisconsin
$3.2M +$490K +1,677 +19%
KRSITF
518
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.19M +$333K +1,139 +12%
GT
519
Greenleaf Trust
Michigan
$3.17M +$135K +463 +5%
RC
520
RegentAtlantic Capital
New Jersey
$3.16M +$122K +419 +4%
MWM
521
Madison Wealth Management
Ohio
$3.15M +$154K +528 +5%
SIMG
522
Stephens Investment Management Group
Texas
$3.14M +$6.72K +23 +0.2%
WF
523
Welch & Forbes
Massachusetts
$3.13M +$1.97M +6,754 +186%
FG
524
Fiduciary Group
Georgia
$3.13M -$214K -734 -5%
MGWM
525
Marks Group Wealth Management
Minnesota
$3.13M +$244K +834 +9%
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