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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
576
WMS Partners
Maryland
$326K -$126K -900 -28%
FT
577
Fiduciary Trust
Massachusetts
$324K +$90K +645 +38%
HNB
578
Huntington National Bank
Ohio
$319K +$7.12K +51 +2%
FHA
579
Flagship Harbor Advisors
Massachusetts
$318K -$38.9K -279 -10%
II
580
Inspire Investing
Idaho
$317K +$33.9K +243 +12%
BBHC
581
Brown Brothers Harriman & Co
New York
$315K -$19.3K -138 -6%
MC
582
Moors & Cabot
Massachusetts
$314K +$318K +2,280 New
FWM
583
Frontier Wealth Management
Missouri
$312K +$317K +2,268 New
BM
584
Brandywine Managers
Delaware
$310K – – –
EWM
585
Endurance Wealth Management
Rhode Island
$310K – – –
CCG
586
Cypress Capital Group
Florida
$308K +$312K +2,235 New
MC
587
Matisse Capital
Oregon
$306K – – –
CCM
588
Coldstream Capital Management
Washington
$301K +$36K +258 +13%
CAN
589
Claraphi Advisory Network
United States
$299K -$86.2K -618 -22%
KIA
590
KCM Investment Advisors
California
$299K -$29.3K -210 -9%
FAAS
591
First Allied Advisory Services
California
$296K +$16.7K +120 +6%
1SB
592
1ST Source Bank
Indiana
$284K -$30.6K -219 -10%
AW
593
Alpha Windward
Massachusetts
$284K -$22.6K -162 -7%
CL
594
Choreo LLC
Illinois
$284K -$12.1K -87 -4%
JWBC
595
J.W. Burns & Co
New York
$283K +$287K +2,055 New
SWP
596
Stratos Wealth Partners
Ohio
$281K +$48.1K +345 +20%
1WA
597
180 Wealth Advisors
Washington
$278K +$41.9K +300 +17%
WAP
598
Wealthcare Advisory Partners
Pennsylvania
$277K +$278K +1,995 +11,083%
MSE
599
MUFG Securities EMEA
United Kingdom
$276K +$280K +2,007 New
LWAC
600
Laurel Wealth Advisors (California)
California
$275K +$279K +2,001 New
22 23
24
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