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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
1026
Thomas J. Herzfeld Advisors
Florida
$8K +$5.92K +33 New
FFC
1027
First Financial Corp
Indiana
$7K – – –
M
1028
MOTCO
Texas
$7K – – –
AWM
1029
Atticus Wealth Management
Florida
$6K – – –
HFM
1030
Hartford Financial Management
Connecticut
$6K – – –
TI
1031
tru Independence
Oregon
$6K – – –
LFG
1032
Larson Financial Group
Missouri
$6K +$5.92K +33 New
RBC
1033
Roble Belko & Company
Pennsylvania
$5K – – –
CWC
1034
Carolinas Wealth Consulting
North Carolina
$5K +$4.3K +24 New
WAS
1035
Winch Advisory Services
Wisconsin
$4K +$3.76K +21 New
BDWM
1036
Brewin Dolphin Wealth Management
Ireland
$3.42K – – –
BWA
1037
BDO Wealth Advisors
Florida
$3K – – –
GWMIA
1038
Global Wealth Management Investment Advisory
Florida
$3K – – –
PFPT
1039
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K – – –
ARMC
1040
American Research & Management Company
Massachusetts
$3K +$3.23K +18 New
CAL
1041
Capital Analysts LLC
Pennsylvania
$2K – – –
DI
1042
Disciplined Investments
Oklahoma
$2K – – –
JGIA
1043
Jackson Grant Investment Advisers
Connecticut
$2K – – –
SL
1044
Savior LLC
Massachusetts
$2K – – –
SCA
1045
Stonebridge Capital Advisors
Minnesota
$2K – – –
TL
1046
TrueWealth LLC
Georgia
$2K – – –
KFS
1047
Kelly Financial Services
Massachusetts
$1.71K – – –
DCM
1048
Davidson Capital Management
Texas
$1K – – –
PFO
1049
Pathstone Family Office
New Jersey
$1K – – –
PCTC
1050
Perkins Coie Trust Company
Washington
$1K – – –
40 41
42
43 44