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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
1126
First Personal Financial Services
North Carolina
$80K -$9.06K -36 -10%
GEA
1127
Glen Eagle Advisors
New Jersey
$79.8K +$13.6K +54 +20%
SIAP
1128
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$78K +$80K +318 New
VCM
1129
Versant Capital Management
Arizona
$76K – – –
GWS
1130
Glassman Wealth Services
Virginia
$76K +$3.02K +12 +4%
NR
1131
Newfound Research
Massachusetts
$75K -$46.8K -186 -38%
VFA
1132
Valeo Financial Advisors
Indiana
$74K -$12.1K -48 -14%
EIP
1133
Ellis Investment Partners
Pennsylvania
$74K – – –
PP
1134
PrairieView Partners
Minnesota
$74K – – –
CFO
1135
CVA Family Office
Colorado
$74K +$75.5K +300 New
CI
1136
CX Institutional
Indiana
$73K -$21.9K -87 -23%
PHAM
1137
Portland Hill Asset Management
United Kingdom
$73K – – –
PCM
1138
Pinz Capital Management
New York
$73K +$75.5K +300 New
BWM
1139
Baystate Wealth Management
Massachusetts
$72K +$15.1K +60 +26%
ZB
1140
Zions Bancorporation
Utah
$67K -$6.79K -27 -9%
SFSIG
1141
San Francisco Sentry Investment Group
California
$67K +$9.81K +39 +17%
WPA
1142
West Paces Advisors
Georgia
$64.3K +$755 +3 +1%
TCWM
1143
Total Clarity Wealth Management
Illinois
$64K +$65.7K +261 New
MHR
1144
Matthew Hamilton Rosenberg
$63K – – –
NSIM
1145
North Star Investment Management
Illinois
$63K – – –
AP
1146
Arlington Partners
Alabama
$62K – – –
GAM
1147
GVO Asset Management
Switzerland
$61K +$62.6K +249 New
TIM
1148
Tortoise Investment Management
New York
$60K – – –
JCM
1149
Jacobi Capital Management
Pennsylvania
$58K – – –
GAM
1150
Gemmer Asset Management
California
$58K +$3.02K +12 +5%
44 45
46
47 48