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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
1226
Engineers Gate Manager
New York
$289K -$557K -1,841 -69%
VSQM
1227
V-Square Quantitative Management
Illinois
$288K +$15.1K +50 +6%
RF
1228
Rollins Financial
Georgia
$288K +$255K +842 New
ALAM
1229
Asahi Life Asset Management
Japan
$287K -$402K -1,330 -61%
PVI
1230
Pine Valley Investments
New Jersey
$287K +$1.21K +4 +0.5%
GSIAS
1231
Garden State Investment Advisory Services
New Jersey
$287K +$254K +839 New
WFMPM
1232
Woodley Farra Manion Portfolio Management
Indiana
$287K +$254K +839 New
PWA
1233
Physician Wealth Advisors
Utah
$286K -$17.5K -58 -6%
WANY
1234
Wealthspire Advisors (New York)
New York
$286K +$253K +836 New
GCM
1235
Graham Capital Management
Connecticut
$285K -$107K -354 -30%
VA
1236
Valmark Advisers
Ohio
$283K -$908 -3 -0.4%
TCM
1237
Tufton Capital Management
Maryland
$282K -$4.54K -15 -2%
VCP
1238
Verus Capital Partners
Arizona
$281K -$3.03K -10 -1%
SHWM
1239
Smith & Howard Wealth Management
Georgia
$281K – – –
BCA
1240
Bay Colony Advisors
Massachusetts
$278K -$24.5K -81 -9%
FI
1241
Financial Insights
Washington
$276K – – –
CAG
1242
Csenge Advisory Group
Florida
$276K +$244K +807 New
DCM
1243
Driehaus Capital Management
Illinois
$275K +$243K +803 New
OHWP
1244
Oak Harbor Wealth Partners
North Carolina
$274K – – –
PMG
1245
ProVise Management Group
Florida
$274K – – –
ACM
1246
Arcataur Capital Management
Wisconsin
$274K +$242K +801 New
VPP
1247
Vertex Planning Partners
Illinois
$274K +$242K +801 New
AL
1248
Arnhold LLC
New York
$274K – – –
AFG
1249
Atomi Financial Group
New York
$274K +$242K +800 New
HIC
1250
Holderness Investments Company
North Carolina
$272K +$1.51K +5 +0.6%
48 49
50
51 52