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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCAM
1076
Boston Common Asset Management
Massachusetts
$338K -$38.6K -132 -11%
RF
1077
Rollins Financial
Georgia
$338K -$17.5K -60 -5%
ZIC
1078
ZWJ Investment Counsel
Georgia
$337K -$43.8K -150 -12%
LA
1079
LVW Advisors
New York
$335K +$26K +89 +9%
PPW
1080
Parcion Private Wealth
Washington
$334K -$2.63K -9 -0.8%
DWM
1081
Drive Wealth Management
Utah
$331K +$67.5K +231 +27%
DGAM
1082
Desjardins Global Asset Management
Quebec, Canada
$330K -$19.3K -66 -6%
PWAC
1083
Private Wealth Advisors (California)
California
$328K – – –
MW
1084
Marcum Wealth
Ohio
$328K +$53.5K +183 +20%
NP
1085
NorthRock Partners
Minnesota
$326K +$33K +113 +12%
BFA
1086
Bragg Financial Advisors
North Carolina
$326K +$176K +602 +125%
FP
1087
Financial Perspectives
Minnesota
$326K – – –
VDI
1088
Vaughan David Investments
Illinois
$325K – – –
PWP
1089
Principle Wealth Partners
Connecticut
$324K -$21.9K -75 -7%
DC
1090
Davenport & Co
Virginia
$323K +$28.9K +99 +10%
MFA
1091
Mayflower Financial Advisors
Massachusetts
$319K +$8.47K +29 +3%
LSPW
1092
Lake Street Private Wealth
Illinois
$319K +$108K +369 +54%
CP
1093
Covenant Partners
Tennessee
$318K +$308K +1,053 New
BCA
1094
Bay Colony Advisors
Massachusetts
$317K +$307K +1,052 New
RWA
1095
Ropes Wealth Advisors
Massachusetts
$315K -$77.4K -265 -20%
SIMG
1096
Sonora Investment Management Group
Arizona
$315K +$305K +1,043 New
MPPLM
1097
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$313K +$33K +113 +12%
IPAM
1098
ICICI Prudential Asset Management
India
$313K +$42.9K +147 +17%
HI
1099
Hendershot Investments
Virginia
$311K – – –
B
1100
Bailard
California
$310K – – –
42 43
44
45 46