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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
851
Modera Wealth Management
New Jersey
$463K +$422K +1,698 New
MC
852
Moors & Cabot
Massachusetts
$457K +$8.19K +33 +2%
EMG
853
ETF Managers Group
New Jersey
$456K -$816K -3,285 -66%
CS
854
Comerica Securities
Michigan
$456K +$166K +669 +67%
WPC
855
Waters Parkerson & Co
Louisiana
$451K +$12.7K +51 +3%
ARMT
856
Amica Retiree Medical Trust
Rhode Island
$449K – – –
QC
857
QCM Cayman
Texas
$448K -$34.3K -138 -8%
MCM
858
MAI Capital Management
Ohio
$448K +$74.5K +300 +22%
QI
859
Qtron Investments
Massachusetts
$447K +$407K +1,638 New
PWPS
860
Pinnacle Wealth Planning Services
Ohio
$444K -$26.8K -108 -6%
TFA
861
Toth Financial Advisory
Virginia
$442K -$63.3K -255 -14%
MC
862
Matisse Capital
Oregon
$442K – – –
MSE
863
MUFG Securities EMEA
United Kingdom
$442K – – –
CCT
864
Country Club Trust
Missouri
$435K -$3.73K -15 -0.9%
CT
865
Caldwell Trust
Florida
$434K – – –
SC
866
Savant Capital
Illinois
$433K -$3.73K -15 -0.9%
CYG
867
Clean Yield Group
Vermont
$430K – – –
FFN
868
Focus Financial Network
Minnesota
$427K +$2.23K +9 +0.6%
MSFS
869
Main Street Financial Solutions
Pennsylvania
$427K +$389K +1,566 New
KA
870
Kovack Advisors
Florida
$426K +$388K +1,563 New
CCP
871
Clarkston Capital Partners
Michigan
$421K -$2.98K -12 -0.8%
NAS
872
Nicolet Advisory Services
Wisconsin
$421K – – –
GBT
873
Grove Bank & Trust
Florida
$418K +$46.9K +189 +14%
SIM
874
Sonora Investment Management
Arizona
$418K +$354K +1,425 +1,319%
BS
875
Bessemer Securities
New York
$417K +$112K +450 +42%
33 34
35
36 37