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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
876
Main Street Financial Solutions
Pennsylvania
$404K +$18.9K +75 +5%
WOSD
877
WFA of San Diego
California
$403K -$3.77K -15 -0.9%
CF
878
Copperwynd Financial
Arizona
$400K +$99.6K +396 +32%
MC
879
Matisse Capital
Oregon
$399K – – –
LOAMS
880
Lombard Odier Asset Management (Switzerland)
Switzerland
$399K +$408K +1,620 New
WSTAM
881
Wilbanks Smith & Thomas Asset Management
Virginia
$398K -$21.1K -84 -5%
WPC
882
Waters Parkerson & Co
Louisiana
$395K -$12.1K -48 -3%
CT
883
Caldwell Trust
Florida
$392K – – –
BOS
884
Bank of Stockton
California
$391K -$29.4K -117 -7%
CYG
885
Clean Yield Group
Vermont
$388K – – –
CAM
886
Concorde Asset Management
Michigan
$386K -$1.1M -4,392 -74%
PWPS
887
Pinnacle Wealth Planning Services
Ohio
$384K -$17.4K -69 -4%
SC
888
Savant Capital
Illinois
$384K -$7.55K -30 -2%
AMC
889
Asset Management Corp
Illinois
$384K – – –
NAS
890
Nicolet Advisory Services
Wisconsin
$382K +$1.51K +6 +0.4%
AIM
891
Anchor Investment Management
South Carolina
$381K +$141K +561 +57%
LWM
892
Laidlaw Wealth Management
New York
$381K +$52.8K +210 +16%
TA
893
Tectonic Advisors
Texas
$378K -$52.8K -210 -12%
BPA
894
Beacon Pointe Advisors
California
$377K -$1.26M -5,025 -77%
BS
895
Bessemer Securities
New York
$377K – – –
IA
896
IFP Advisors
Florida
$376K -$56.6K -225 -13%
EA
897
Ellsworth Advisors
Ohio
$376K +$2.26K +9 +0.6%
ALAM
898
Asahi Life Asset Management
Japan
$372K -$344K -1,368 -48%
LIM
899
Leavell Investment Management
Alabama
$369K -$75.5K -300 -17%
NFG
900
Nations Financial Group
Iowa
$369K – – –
34 35
36
37 38