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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1301
SageView Advisory Group
California
$227K +$201K +663 New
DCM
1302
DGS Capital Management
New Jersey
$227K +$201K +663 New
GWS
1303
Glassman Wealth Services
Virginia
$226K +$1.81K +6 +0.9%
BFA
1304
Bragg Financial Advisors
North Carolina
$226K +$200K +660 New
PWMA
1305
Pension & Wealth Management Advisors
Massachusetts
$226K -$23.6K -78 -11%
ACM
1306
Advance Capital Management
Michigan
$225K +$199K +657 New
CAM
1307
CenterStar Asset Management
Illinois
$224K +$198K +656 New
FDS
1308
First Dallas Securities
Texas
$224K +$198K +655 New
HTHT
1309
Hemenway Trust Hemenway Trust
New Hampshire
$224K +$198K +654 New
MAG
1310
Mokosak Advisory Group
Iowa
$224K +$198K +654 New
CFG
1311
Citizens Financial Group
Rhode Island
$223K +$198K +653 New
SP
1312
Successful Portfolios
Florida
$223K +$198K +653 New
MA
1313
Mutual Advisors
Nebraska
$223K -$70.8K -234 -26%
RSWM
1314
Robertson Stephens Wealth Management
California
$222K +$197K +650 New
DAC
1315
Dividend Assets Capital
South Carolina
$221K – – –
KFP
1316
KB Financial Partners
New Jersey
$221K – – –
TCPWM
1317
Traverso Chambers Private Wealth Management
California
$219K +$193K +639 New
WPA
1318
West Paces Advisors
Georgia
$217K – – –
SIG
1319
Spinnaker Investment Group
California
$214K +$189K +625 New
LCM
1320
Laurion Capital Management
New York
$213K +$189K +624 New
RB
1321
Renasant Bank
Mississippi
$213K -$60.2K -199 -24%
DWM
1322
Darwin Wealth Management
Florida
$213K +$190K +627 New
HKIMG
1323
Hutchens & Kramer Investment Management Group
Indiana
$212K +$188K +621 New
TSWM
1324
Tyler-Stone Wealth Management
Ohio
$212K +$188K +620 New
EL
1325
EWA LLC
Pennsylvania
$212K +$187K +619 New
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