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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
976
Arete Wealth Advisors
Illinois
$445K -$17.5K -60 -4%
PAM
977
Paradigm Asset Management
New York
$437K – – –
WSTAM
978
Wilbanks Smith & Thomas Asset Management
Virginia
$435K +$13.7K +47 +3%
PCP
979
Proficio Capital Partners
Massachusetts
$434K -$12.6K -43 -3%
CFN
980
Cordasco Financial Network
Florida
$434K – – –
CCMD
981
Cypress Capital Management (Delaware)
Delaware
$434K – – –
TFGT
982
TS Financial Group (TSFG)
Illinois
$434K +$7.01K +24 +2%
DS
983
DRW Securities
Illinois
$433K +$108K +370 +35%
CYG
984
Clean Yield Group
Vermont
$432K -$73K -250 -15%
AAP
985
Arax Advisory Partners
Colorado
$431K +$80.3K +275 +24%
BFO
986
Biltmore Family Office
North Carolina
$429K – – –
MIM
987
Moseley Investment Management
Florida
$427K -$177K -605 -30%
FBFS
988
First Business Financial Services
Wisconsin
$425K – – –
EIA
989
Eastover Investment Advisors
North Carolina
$425K +$79.2K +271 +24%
NL
990
Navalign LLC
California
$424K – – –
HWM
991
HB Wealth Management
Georgia
$424K +$73.6K +252 +22%
MMM
992
Mendel Money Management
Illinois
$424K +$410K +1,404 New
SF
993
Summit Financial
New Jersey
$424K +$21K +72 +5%
BIA
994
Benchmark Investment Advisors
Illinois
$423K +$20.4K +70 +5%
PAM
995
Pinpoint Asset Management
Hong Kong
$422K -$1.78M -6,100 -81%
CG
996
Clarus Group
Texas
$422K +$146K +500 +56%
EP
997
Eudaimonia Partners
Tennessee
$421K +$407K +1,394 New
1CP
998
17 Capital Partners
Arizona
$418K -$343K -1,175 -46%
SIC
999
Samalin Investment Counsel
New York
$416K -$34.8K -119 -8%
IWA
1000
IVC Wealth Advisors
Pennsylvania
$416K +$10.2K +35 +3%
38 39
40
41 42