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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
926
Eastern Bank
Massachusetts
$656K +$701K +2,244 New
MOS
927
MGO One Seven
Ohio
$654K -$76.2K -244 -10%
DI
928
Diligent Investors
California
$653K – – –
VEA
929
Virtus ETF Advisers
New York
$648K -$120K -384 -15%
LWMM
930
Legacy Wealth Management (Mississippi)
Mississippi
$646K – – –
VFA
931
Voya Financial Advisors
Connecticut
$644K -$40.3K -129 -6%
AWM
932
Avitas Wealth Management
California
$644K -$22.2K -71 -3%
SBIA
933
Sheaff Brock Investment Advisors
Indiana
$642K – – –
CAM
934
Close Asset Management
United Kingdom
$636K +$449K +1,439 +196%
BL
935
Balentine LLC
Georgia
$634K -$5.62K -18 -0.8%
WPWM
936
Western Pacific Wealth Management
Illinois
$632K +$32.5K +104 +5%
AFP
937
Ausdal Financial Partners
Iowa
$631K +$47.8K +153 +8%
OLVIG
938
Oliver Lagore Vanvalin Investment Group
Michigan
$631K +$674K +2,159 New
JGGDR
939
JGP Global Gestao de Recursos
Brazil
$629K -$7.18K -23 -1%
CTC
940
Central Trust Company
Missouri
$629K -$79K -253 -11%
AA
941
Ancora Advisors
Ohio
$626K -$46.2K -148 -6%
HI
942
Harrington Investments
California
$623K -$7.5K -24 -1%
AFT
943
Alpha Family Trust
California
$621K – – –
FCM
944
Family Capital Management
Michigan
$620K – – –
HWA
945
Heritage Wealth Advisors
Virginia
$618K -$80.6K -258 -11%
IAIM
946
International Assets Investment Management
Florida
$617K +$85.9K +275 +15%
BCM
947
BTC Capital Management
Iowa
$609K -$30.3K -97 -4%
CC
948
Cannell & Co
New York
$607K – – –
DDPIC
949
Deroy & Devereaux Private Investment Counsel
Michigan
$606K – – –
CI
950
CX Institutional
Indiana
$604K -$26.9K -86 -4%
36 37
38
39 40