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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
901
CX Institutional
Indiana
$737K +$173K +571 +36%
WPC
902
Wedmont Private Capital
Pennsylvania
$735K +$76.5K +253 +14%
CB
903
Centennial Bank
Arkansas
$733K -$283K -935 -30%
VNIM
904
Vaughan Nelson Investment Management
Texas
$728K -$958K -3,165 -60%
AFT
905
Alpha Family Trust
California
$727K – – –
EWM
906
Endurance Wealth Management
Rhode Island
$726K – – –
BOM
907
Bank of Marin
California
$726K -$15.1K -50 -2%
IAS
908
Insigneo Advisory Services
Florida
$726K -$39.3K -130 -6%
FCM
909
Family Capital Management
Michigan
$725K +$56.3K +186 +10%
RP
910
Rowlandmiller & Partners
Georgia
$719K +$49.3K +163 +8%
CF
911
Centaurus Financial
California
$713K -$1.26M -4,176 -67%
CC
912
Cannell & Co
New York
$710K – – –
DDPIC
913
Deroy & Devereaux Private Investment Counsel
Michigan
$708K +$627K +2,072 New
TF
914
TIAA FSB
Florida
$707K -$153K -506 -20%
WPWM
915
Western Pacific Wealth Management
Illinois
$703K +$19.7K +65 +3%
OQS
916
Occudo Quantitative Strategies
Florida
$701K +$620K +2,049 New
BFP
917
Beacon Financial Planning
Massachusetts
$699K – – –
HIA
918
Harbor Investment Advisory
Maryland
$696K -$86.8K -287 -12%
SAM
919
Strategy Asset Managers
California
$692K +$25.4K +84 +4%
CS
920
Cannell & Spears
New York
$687K – – –
CT
921
Chicago Trust
Illinois
$687K +$147K +485 +32%
AFP
922
Ausdal Financial Partners
Iowa
$686K -$154K -510 -20%
PA
923
Procyon Advisors
Connecticut
$684K +$605K +2,001 New
PIMJS
924
PKO Investment Management Joint-Stock
Poland
$684K -$454K -1,500 -43%
VCM
925
Virtue Capital Management
Tennessee
$682K -$52.9K -175 -8%
35 36
37
38 39