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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1026
Griffin Asset Management
New York
$238K – – –
MPPLM
1027
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$236K +$21.5K +100 +9%
VC
1028
Veery Capital
Delaware
$235K -$12.5K -58 -4%
CANY
1029
Caxton Associates (New York)
New York
$234K -$404K -1,882 -60%
LJHT
1030
Laurie J. Hall Trustee
$234K – – –
BCAM
1031
Boston Common Asset Management
Massachusetts
$234K +$3.65K +17 +1%
CIAS
1032
Capital Investment Advisory Services
North Carolina
$233K -$2.79K -13 -1%
LWM
1033
Laidlaw Wealth Management
New York
$233K +$4.72K +22 +2%
NFG
1034
Nations Financial Group
Iowa
$231K +$1.93K +9 +0.7%
RWP
1035
RWA Wealth Partners
Massachusetts
$230K +$264K +1,227 New
TCBWMS
1036
Texas Capital Bank Wealth Management Services
Texas
$227K – – –
CMS
1037
Capital Market Strategies
Florida
$225K -$92.1K -429 -26%
CM
1038
Castleark Management
Illinois
$225K – – –
TSWM
1039
Triangle Securities Wealth Management
North Carolina
$225K – – –
GDP
1040
Great Diamond Partners
Maine
$225K +$11.6K +54 +5%
BAS
1041
Brown Advisory Securities
Maryland
$223K -$305K -1,419 -54%
GJIC
1042
Gamble Jones Investment Counsel
California
$223K – – –
GKWIM
1043
Gerber Kawasaki Wealth & Investment Management
California
$223K +$10.5K +49 +4%
AWA
1044
Aaron Wealth Advisors
Illinois
$221K +$253K +1,177 New
SWM
1045
Silverlake Wealth Management
Vermont
$219K +$3.01K +14 +1%
YIH
1046
Y-Intercept (HK)
Hong Kong
$218K -$3.87M -18,025 -94%
PCS
1047
Personal CFO Solutions
New Jersey
$216K -$323K -1,505 -57%
RPC
1048
Rossmore Private Capital
Connecticut
$216K – – –
SFG
1049
Synergy Financial Group
California
$215K – – –
GW
1050
GW & Wade
Massachusetts
$215K +$14K +65 +6%
40 41
42
43 44