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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Altium Wealth Management
New York
$301K -$18.7K -105 -6%
AIS
702
American Investment Services
Massachusetts
$300K – – –
CYG
703
Clean Yield Group
Vermont
$300K – – –
BWP
704
Baldwin Wealth Partners
Massachusetts
$297K – – –
RMDI
705
R.M. Davis Inc
Maine
$296K +$26.7K +150 +11%
BSW
706
Buckingham Strategic Wealth
Missouri
$295K +$276K +1,551 New
WA
707
WBH Advisory
Maryland
$289K +$3.73K +21 +1%
RI
708
Rudd International
Florida
$289K +$18.1K +102 +7%
FDCDDQ
709
Federation des caisses Desjardins du Quebec
Quebec, Canada
$289K -$41.1K -231 -13%
PCM
710
Parsons Capital Management
Rhode Island
$286K – – –
FFN
711
Focus Financial Network
Minnesota
$286K +$267K +1,503 New
TSWM
712
Triangle Securities Wealth Management
North Carolina
$285K -$53.3K -300 -17%
FWIA
713
Fort Washington Investment Advisors
Ohio
$285K – – –
LC
714
Lindbrook Capital
California
$285K +$3.2K +18 +1%
CC
715
Cannell & Co
New York
$285K +$267K +1,500 New
TFGT
716
TS Financial Group (TSFG)
Illinois
$285K +$267K +1,500 New
AQA
717
Alpha Quant Advisors
Texas
$282K -$112K -630 -30%
AW
718
Alpha Windward
Massachusetts
$280K -$4.8K -27 -2%
ACA
719
Aptus Capital Advisors
Alabama
$280K +$262K +1,473 New
TAM
720
Trillium Asset Management
Massachusetts
$277K – – –
WA
721
WESPAC Advisors
California
$277K +$560K +3,150 New
CCA
722
Cobblestone Capital Advisors
New York
$276K – – –
CA
723
Cambridge Advisors
Nebraska
$274K -$2.67K -15 -1%
CTC
724
Central Trust Company
Missouri
$274K – – –
CFN
725
Cordasco Financial Network
Florida
$274K – – –
27 28
29
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