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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
551
Gemmer Asset Management
California
$11K – – –
PCM
552
Penserra Capital Management
California
$11K +$3.17K +45 +45%
IR
553
Invictus RG
Bermuda
$11K +$10.1K +144 New
PFSC
554
Peoples Financial Services Corp
Pennsylvania
$10K – – –
PFS
555
Physicians Financial Services
North Carolina
$10K – – –
SA
556
SRH Advisors
Kansas
$10K – – –
MPWT
557
MassMutual Private Wealth & Trust
Connecticut
$9.92K – – –
PCP
558
Proficio Capital Partners
Massachusetts
$9K +$3.17K +45 +63%
CHC
559
City Holding Co
West Virginia
$9K +$8.87K +126 New
VCM
560
Vigilant Capital Management
Maine
$7K – – –
NHFG
561
New Harbor Financial Group
Massachusetts
$6K – – –
TFO
562
Tarbox Family Office
California
$6K – – –
BWP
563
Baldwin Wealth Partners
Massachusetts
$6K +$2.53K +36 +80%
JIM
564
Jupiter Investment Management
United Kingdom
$5K -$11.2M -158,607 -100%
FANJ
565
Financial Architects (New Jersey)
New Jersey
$5K – – –
IWMPD
566
Integrated Wealth Management (Palm Desert)
California
$5K – – –
KKAMG
567
Kernodle & Katon Asset Management Group
Arkansas
$5K – – –
QCG
568
Quadrant Capital Group
Ohio
$5K +$1.27K +18 +22%
EFSCE
569
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
TCM
570
Tradewinds Capital Management
Washington
$4K – – –
PMFA
571
Plante Moran Financial Advisors
Michigan
$3K -$1.9K -27 -38%
DPA
572
Delphi Private Advisors
California
$3K – – –
SIG
573
Stanford Investment Group
California
$3K – – –
HCM
574
Herndon Capital Management
Georgia
$3K +$2.53K +36 New
RFA
575
Reilly Financial Advisors
California
$3K +$3.17K +45 New
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