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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1176
First Horizon Advisors
Tennessee
$127K +$7.58K +27 +7%
CI
1177
CX Institutional
Indiana
$127K +$32.8K +117 +39%
FMII
1178
Farmers & Merchants Investments Inc
Nebraska
$124K – – –
GC
1179
Giverny Capital
Quebec, Canada
$124K – – –
PB
1180
Pinnacle Bancorp
Nebraska
$124K – – –
DMBA
1181
Deseret Mutual Benefit Administrators
Utah
$117K +$107K +381 New
KPCM
1182
Kings Point Capital Management
New York
$115K +$2.52K +9 +2%
TSW
1183
Thompson Siegel & Walmsley
Virginia
$113K – – –
PFGIA
1184
Patriot Financial Group Insurance Agency
Massachusetts
$110K -$5.05K -18 -5%
CAGAS
1185
Capital Advisory Group Advisory Services
Minnesota
$110K -$3.37K -12 -3%
MPWT
1186
MassMutual Private Wealth & Trust
Connecticut
$110K +$74.1K +264 +275%
LWA
1187
Lenox Wealth Advisors
New York
$109K – – –
GWS
1188
Glassman Wealth Services
Virginia
$106K +$10.1K +36 +12%
TFO
1189
Tarbox Family Office
California
$100K – – –
FPFS
1190
First Personal Financial Services
North Carolina
$99K – – –
SIAP
1191
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$97K – – –
VCM
1192
Versant Capital Management
Arizona
$95K – – –
HS
1193
Horan Securities
United States
$94K -$54.7K -195 -39%
NR
1194
Newfound Research
Massachusetts
$94K – – –
PP
1195
PrairieView Partners
Minnesota
$92K – – –
EIP
1196
Ellis Investment Partners
Pennsylvania
$91K – – –
PHAM
1197
Portland Hill Asset Management
United Kingdom
$91K – – –
BWM
1198
Baystate Wealth Management
Massachusetts
$89K – – –
DSC
1199
Duncker Streett & Co
Missouri
$83K -$20.2K -72 -21%
SFSIG
1200
San Francisco Sentry Investment Group
California
$82K -$842 -3 -1%
46 47
48
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