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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1176
Evercore Wealth Management
New York
$228K +$210K +861 New
MA
1177
Mutual Advisors
Nebraska
$228K +$209K +859 New
VA
1178
Valmark Advisers
Ohio
$228K +$209K +859 New
UIA
1179
Ulland Investment Advisors
Minnesota
$227K -$250K -1,025 -54%
CMI
1180
Clare Market Investments
Texas
$227K +$208K +854 New
NAS
1181
Nicolet Advisory Services
Wisconsin
$226K +$212K +871 New
SICM
1182
Sustainable Insight Capital Management
New York
$226K +$208K +853 New
CHP
1183
Cable Hill Partners
Oregon
$225K +$207K +847 New
FAFN
1184
First Affirmative Financial Network
Colorado
$224K +$206K +844 New
WG
1185
Winton Group
United Kingdom
$222K +$204K +837 New
IP
1186
Investment Partners
Ohio
$220K -$268K -1,101 -57%
DI
1187
DFPG Investments
Utah
$220K +$206K +846 New
MGIM
1188
M&G Investment Management
United Kingdom
$219K +$201K +825 New
SHWM
1189
Smith & Howard Wealth Management
Georgia
$218K +$200K +822 New
TCM
1190
Tufton Capital Management
Maryland
$218K +$200K +820 New
PWLP
1191
Prio Wealth Limited Partnership
Massachusetts
$216K +$198K +813 New
FI
1192
Financial Insights
Washington
$214K +$197K +807 New
PMG
1193
ProVise Management Group
Florida
$214K +$197K +807 New
LAM
1194
L2 Asset Management
Massachusetts
$213K +$195K +801 New
OHWP
1195
Oak Harbor Wealth Partners
North Carolina
$213K +$195K +801 New
AL
1196
Arnhold LLC
New York
$212K +$195K +800 New
PAM
1197
Paradigm Asset Management
New York
$212K +$195K +800 New
PCIA
1198
Prime Capital Investment Advisors
Kansas
$212K +$195K +799 New
KWM
1199
Kingsview Wealth Management
Oregon
$211K +$194K +797 New
JAG
1200
Journey Advisory Group
Kentucky
$211K +$194K +795 New
46 47
48
49 50