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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1001
WealthBridge Capital Management
Ohio
– -$64K -390 Closed
PFO
1002
Pathstone Family Office
New Jersey
– -$66K -348 Closed
WTB
1003
Washington Trust Bank
Washington
– -$65K -342 Closed
MNBTD
1004
Moody National Bank Trust Division
Texas
– -$61K -321 Closed
BWA
1005
BDO Wealth Advisors
Florida
– -$57K -300 Closed
NSIM
1006
North Star Investment Management
Illinois
– -$51K -270 Closed
FC
1007
Ferris Capital
Massachusetts
– -$38K -198 Closed
AA
1008
Advisory Alpha
Michigan
– -$31.7K -192 Closed
SHIM
1009
Stone House Investment Management
Pennsylvania
– -$31K -162 Closed
IWP
1010
Icon Wealth Partners
Texas
– -$26K -138 Closed
AIA
1011
Alera Investment Advisors
Illinois
– -$25K -129 Closed
LFA
1012
Legacy Financial Advisors
Kentucky
– -$23K -120 Closed
VEA
1013
Virtus ETF Advisers
New York
– -$18K -96 Closed
CFD
1014
Creative Financial Designs
Indiana
– -$17K -90 Closed
CAC
1015
Certified Advisory Corp
Florida
– -$15K -78 Closed
FGAM
1016
Financial Gravity Asset Management
Texas
– -$14K -75 Closed
CHP
1017
Cable Hill Partners
Oregon
– -$10K -51 Closed
BAMG
1018
Brand Asset Management Group
Missouri
– -$9K -45 Closed
IP
1019
Intellectus Partners
California
– -$9K -45 Closed
KL
1020
KWMG LLC
Kansas
– -$9K -45 Closed
MSA
1021
Marino Stram & Associates
Massachusetts
– -$7K -36 Closed
MAM
1022
Marquette Asset Management
Minnesota
– -$5K -27 Closed
RWM
1023
Raffa Wealth Management
District of Columbia
– -$5.13K -27 Closed
OFW
1024
Omnia Family Wealth
Florida
– -$3K -18 Closed
PFPT
1025
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$3K -18 Closed
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