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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
751
Institute for Wealth Management
Colorado
$708K +$96.1K +387 +18%
WP
752
WMS Partners
Maryland
$706K +$29.8K +120 +5%
CCM
753
Community Capital Management
Florida
$699K – – –
HBT
754
Heartland Bank & Trust
Illinois
$698K +$635K +2,559 New
PAM
755
Paradigm Asset Management
New York
$695K -$447K -1,800 -41%
CGI
756
Comgest Global Investors
France
$695K -$149K -600 -19%
CPIG
757
Chicago Partners Investment Group
Illinois
$682K +$170K +684 +33%
HIA
758
Harbor Investment Advisory
Maryland
$677K -$14.2K -57 -2%
B
759
Barings
North Carolina
$670K -$181K -729 -23%
DBT
760
Dubuque Bank & Trust
Iowa
$669K -$29.8K -120 -5%
AC
761
Avestar Capital
New York
$662K +$248K +999 +70%
DIA
762
Dana Investment Advisors
Wisconsin
$654K +$7.45K +30 +1%
TIAM2
763
Tru Independence Asset Management 2
Oregon
$649K +$591K +2,379 New
HA
764
Harfst & Associates
Wyoming
$646K +$215K +867 +58%
FMB
765
Field & Main Bank
Kentucky
$644K -$74.5K -300 -11%
GFP
766
Gryphon Financial Partners
Ohio
$638K +$1.49K +6 +0.3%
AA
767
Ancora Advisors
Ohio
$635K – – –
1WA
768
180 Wealth Advisors
Washington
$634K +$225K +906 +59%
TAM
769
Trust Asset Management
Texas
$633K +$137K +552 +31%
CAM
770
Cresset Asset Management
Illinois
$631K -$168K -678 -23%
S
771
SignatureFD
Georgia
$630K -$34.3K -138 -6%
FI
772
FormulaFolio Investments
Michigan
$620K +$565K +2,274 New
DI
773
Diligent Investors
California
$618K – – –
HT
774
Heritage Trust
Oklahoma
$618K – – –
DWM
775
Dakota Wealth Management
Florida
$616K +$14.2K +57 +3%
29 30
31
32 33