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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIM
976
M&G Investment Management
United Kingdom
$285K -$25.7K -102 -8%
NPF
977
Norris Perne & French
Michigan
$283K -$414K -1,644 -59%
EWA
978
Exencial Wealth Advisors
Oklahoma
$282K – – –
FRM
979
Fox Run Management
Connecticut
$282K +$288K +1,143 New
GKWIM
980
Gerber Kawasaki Wealth & Investment Management
California
$281K -$12.8K -51 -4%
CAG
981
Crestwood Advisors Group
Massachusetts
$279K -$3.02K -12 -1%
HB
982
Homrich & Berg
Georgia
$279K – – –
LJAC
983
L.J. Altfest & Co
New York
$278K -$555K -2,205 -66%
CMI
984
Clare Market Investments
Texas
$277K – – –
RPC
985
Rossmore Private Capital
Connecticut
$277K -$37.7K -150 -12%
ZIC
986
ZWJ Investment Counsel
Georgia
$277K -$37.7K -150 -12%
ACM
987
Advisors Capital Management
New Jersey
$276K +$10.6K +42 +4%
SFO
988
Standard Family Office
South Dakota
$276K +$278K +1,104 +7,360%
CCA
989
Cobblestone Capital Advisors
New York
$274K – – –
CIAS
990
Capital Investment Advisory Services
North Carolina
$273K – – –
RF
991
Rollins Financial
Georgia
$273K +$45.3K +180 +19%
WAP
992
Wealthcare Advisory Partners
Pennsylvania
$270K -$262K -1,041 -49%
SF
993
Symphony Financial
Texas
$270K +$43.8K +174 +20%
RCAG
994
Rehmann Capital Advisory Group
Michigan
$270K -$92.8K -369 -25%
MFA
995
Mayflower Financial Advisors
Massachusetts
$269K -$71.7K -285 -21%
4WM
996
44 Wealth Management
Oregon
$269K +$4.53K +18 +2%
KPWS
997
Kestra Private Wealth Services
Texas
$269K +$275K +1,092 New
PWAC
998
Private Wealth Advisors (California)
California
$267K -$21.1K -84 -7%
BCAM
999
Boston Common Asset Management
Massachusetts
$267K +$3.77K +15 +1%
GJIC
1000
Gamble Jones Investment Counsel
California
$266K – – –
38 39
40
41 42