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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
801
Westwood Holdings Group
Texas
$230K +$255K +1,395 New
PAS
802
Park Avenue Securities
New York
$228K +$13.7K +75 +6%
BFPW
803
BOK Financial Private Wealth
Colorado
$226K +$11.5K +63 +5%
HSA
804
HBK Sorce Advisory
Pennsylvania
$226K +$63.7K +348 +34%
FFS
805
Founders Financial Securities
Maryland
$224K +$249K +1,359 New
DWA
806
Douglass Winthrop Advisors
New York
$223K -$13.7K -75 -5%
IA
807
IFP Advisors
Florida
$222K +$10.4K +57 +5%
RE
808
RBC Europe
United Kingdom
$221K +$50K +273 +26%
RWA
809
Ropes Wealth Advisors
Massachusetts
$219K +$26.9K +147 +12%
DP
810
Dearborn Partners
Illinois
$219K +$53.3K +291 +28%
WSTAM
811
Wilbanks Smith & Thomas Asset Management
Virginia
$219K +$243K +1,326 New
PVH
812
Psagot Value Holdings
Israel
$218K -$45.6K -249 -16%
HFM
813
Harvest Fund Management
China
$213K +$58.8K +321 +33%
OWD
814
Osborn Williams & Donohoe
Ohio
$211K – – –
STA
815
Summit Trail Advisors
New York
$210K +$234K +1,275 New
LC
816
Lavaca Capital
Texas
$209K -$161K -879 -41%
RCAG
817
Rehmann Capital Advisory Group
Michigan
$207K +$229K +1,251 New
FI
818
FormulaFolio Investments
Michigan
$206K -$169K -924 -43%
CMI
819
Clare Market Investments
Texas
$206K +$33K +180 +17%
SHWM
820
Smith & Howard Wealth Management
Georgia
$203K -$15.4K -84 -6%
VWM
821
Vigilare Wealth Management
Arizona
$203K -$13.2K -72 -6%
SWM
822
Segment Wealth Management
Texas
$203K +$33K +180 +17%
SIC
823
SFE Investment Counsel
California
$202K – – –
PFBT
824
Parkside Financial Bank & Trust
Missouri
$201K +$79.1K +432 +55%
BAM
825
Belpointe Asset Management
Nevada
$194K -$89.6K -489 -29%
31 32
33
34 35