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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1226
Liberty Wealth Management
California
$109K +$131K +390 +224%
TFO
1227
Tarbox Family Office
California
$108K – – –
FPFS
1228
First Personal Financial Services
North Carolina
$107K – – –
SIAP
1229
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$105K – – –
VCM
1230
Versant Capital Management
Arizona
$102K – – –
EBA
1231
Eagle Bay Advisors
New York
$101K +$33.2K +99 +49%
EIP
1232
Ellis Investment Partners
Pennsylvania
$99K – – –
DMBA
1233
Deseret Mutual Benefit Administrators
Utah
$98K -$28.2K -84 -22%
PHAM
1234
Portland Hill Asset Management
United Kingdom
$98K – – –
BWM
1235
Baystate Wealth Management
Massachusetts
$98K +$2.02K +6 +2%
RCM
1236
Regency Capital Management
Hawaii
$88K -$2.14M -6,375 -96%
GEA
1237
Glen Eagle Advisors
New Jersey
$87.5K – – –
TCWM
1238
Total Clarity Wealth Management
Illinois
$86K +$87.6K +261 New
NSIM
1239
North Star Investment Management
Illinois
$85K -$327K -975 -79%
CFFP
1240
Center for Financial Planning
Michigan
$85K – – –
MHR
1241
Matthew Hamilton Rosenberg
$85K – – –
CFA
1242
Carroll Financial Associates
North Carolina
$85K +$25.2K +75 +41%
AP
1243
Arlington Partners
Alabama
$84K – – –
NR
1244
Newfound Research
Massachusetts
$83K -$19.1K -57 -19%
TIM
1245
Tortoise Investment Management
New York
$81K – – –
JCM
1246
Jacobi Capital Management
Pennsylvania
$78K – – –
GAM
1247
Gemmer Asset Management
California
$76K -$4.03K -12 -5%
FA
1248
Financial Advantage
Maryland
$76K – – –
POIA
1249
Pin Oak Investment Advisors
Texas
$72K – – –
CCA
1250
Catalyst Capital Advisors
New York
$71K -$1.01K -3 -1%
48 49
50
51 52