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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
901
Great Lakes Retirement
Ohio
$1.41M +$1.27M +3,180 New
CMI
902
Clare Market Investments
Texas
$1.41M +$452K +1,135 +56%
QWM
903
Quadcap Wealth Management
Texas
$1.41M -$36.2K -91 -3%
WWM
904
Western Wealth Management
Colorado
$1.41M +$42.6K +107 +3%
GC
905
Gilbert & Cook
Iowa
$1.41M -$121K -305 -9%
CRI
906
Colonial River Investments
Virginia
$1.41M +$104K +260 +9%
DWT
907
Dorsey & Whitney Trust
South Dakota
$1.4M -$61.7K -155 -5%
UB
908
Umpqua Bank
Oregon
$1.39M +$44.6K +112 +4%
AG
909
Ascent Group
Virginia
$1.38M -$186K -466 -13%
PIM
910
Penobscot Investment Management
Massachusetts
$1.38M +$264K +663 +27%
KA
911
Kintegral Advisory
New York
$1.37M +$1.23M +3,076 New
VSQM
912
V-Square Quantitative Management
Illinois
$1.35M -$311K -780 -20%
CCB
913
Country Club Bank
Missouri
$1.35M +$23.9K +60 +2%
KJHP
914
K.J. Harrison & Partners
Ontario, Canada
$1.35M +$398K +1,000 +49%
DWM
915
Diversify Wealth Management
Utah
$1.34M +$1.22M +3,063 New
JSC
916
Jackson Square Capital
California
$1.34M +$136K +341 +13%
LSA
917
Leonteq Securities AG
Switzerland
$1.34M +$120K +302 +11%
ATS
918
Ashton Thomas Securities
New York
$1.34M +$1.2M +3,021 New
AFG
919
Albion Financial Group
Utah
$1.33M – – –
FHA
920
Flagship Harbor Advisors
Massachusetts
$1.33M +$17.5K +44 +1%
RMCM
921
Reynders McVeigh Capital Management
Massachusetts
$1.31M -$5.97K -15 -0.5%
LSAG
922
Lake Street Advisors Group
New Hampshire
$1.3M +$36.2K +91 +3%
IIL
923
Insight Inv LLC
California
$1.3M – – –
BCWM
924
Bartlett & Co Wealth Management
Ohio
$1.3M -$34.7K -87 -3%
SYBT
925
Stock Yards Bank & Trust
Kentucky
$1.3M -$171K -430 -13%
35 36
37
38 39