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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
601
Sound View Wealth Advisors Group
Georgia
$548K -$10.4K -60 -2%
FHB
602
First Hawaiian Bank
Hawaii
$544K +$130K +750 +33%
AFG
603
Albion Financial Group
Utah
$543K – – –
BCP
604
Berkeley Capital Partners
Georgia
$539K +$15K +87 +3%
FMLI
605
Fukoku Mutual Life Insurance
Japan
$534K – – –
CRWM
606
Castle Rock Wealth Management
California
$523K -$160K -924 -24%
CSIC
607
Clifford Swan Investment Counsel
California
$519K – – –
RMC
608
Resources Management Corp
Connecticut
$513K +$493K +2,850 New
QC
609
Quadrature Capital
United Kingdom
$511K +$491K +2,841 New
VCM
610
Virtue Capital Management
Tennessee
$504K +$166K +957 +52%
FI
611
FormulaFolio Investments
Michigan
$497K -$154K -888 -24%
UR
612
USCA RIA
Texas
$495K -$20.8K -120 -4%
FMB
613
Field & Main Bank
Kentucky
$494K +$97K +561 +26%
BAM
614
Belpointe Asset Management
Nevada
$492K -$61.2K -354 -11%
TSS
615
Two Sigma Securities
New York
$491K +$8.82K +51 +2%
TTWM
616
TCV Trust & Wealth Management
Virginia
$489K – – –
LNC
617
Lincoln National Corp
Pennsylvania
$487K +$9.86K +57 +2%
HCMNY
618
Howard Capital Management (New York)
New York
$486K – – –
SRC
619
Stone Run Capital
New York
$486K – – –
NA
620
NewEdge Advisors
Louisiana
$473K +$88.7K +513 +25%
CWM
621
Calamos Wealth Management
Illinois
$468K -$11.4K -66 -2%
CCM
622
Community Capital Management
Florida
$461K +$160K +924 +56%
BM
623
Brandywine Managers
Delaware
$459K – – –
DBT
624
Dubuque Bank & Trust
Iowa
$454K – – –
SFA
625
Sequoia Financial Advisors
Ohio
$449K -$110K -636 -20%
23 24
25
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