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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
976
Colony Group
Massachusetts
$420K -$46.3K -138 -10%
ZIC
977
ZWJ Investment Counsel
Georgia
$420K +$47.3K +141 +13%
KFP
978
KMG Fiduciary Partners
Ohio
$420K +$425K +1,266 New
BFG
979
Beacon Financial Group
Texas
$418K +$424K +1,263 New
TCBWMS
980
Texas Capital Bank Wealth Management Services
Texas
$417K -$2.02K -6 -0.5%
GAM
981
Griffin Asset Management
New York
$416K -$21.2K -63 -5%
AWM
982
Aries Wealth Management
Maine
$415K – – –
CIM
983
Contravisory Investment Management
Massachusetts
$415K +$5.04K +15 +1%
FNBOH
984
First National Bank of Hutchinson
Kansas
$413K +$2.02K +6 +0.5%
SF
985
Summit Financial
New Jersey
$409K +$414K +1,233 New
SN
986
Sittner & Nelson
Oregon
$403K – – –
TW
987
TrinityPoint Wealth
Connecticut
$402K +$407K +1,212 New
CM
988
Castleark Management
Illinois
$398K – – –
TSWM
989
Triangle Securities Wealth Management
North Carolina
$398K – – –
MSS
990
Mitchell Sinkler & Starr
Pennsylvania
$398K +$54.4K +162 +16%
CA
991
CastleArk Alternatives
Illinois
$398K +$403K +1,200 New
BAM
992
Blueshift Asset Management
New Jersey
$396K -$72.5K -216 -15%
LA
993
LVW Advisors
New York
$396K +$60.4K +180 +18%
CMI
994
Clare Market Investments
Texas
$394K +$17.1K +51 +4%
BCAM
995
Boston Common Asset Management
Massachusetts
$393K +$3.02K +9 +0.8%
HWMA
996
Heritage Wealth Management (Arizona)
Arizona
$393K +$30.2K +90 +8%
IA
997
IFP Advisors
Florida
$391K -$109K -324 -22%
BWP
998
BSW Wealth Partners
Colorado
$391K -$7.05K -21 -2%
CIP
999
Convergence Investment Partners
Florida
$391K +$396K +1,179 New
WA
1000
WESPAC Advisors
California
$391K +$396K +1,179 New
38 39
40
41 42