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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1351
Modera Wealth Management
New Jersey
$591K -$10.1K -21 -2%
KAM
1352
Karani Asset Management
New York
$589K +$632K +1,318 New
TFM
1353
TFC Financial Management
Massachusetts
$589K – – –
HI
1354
Humankind Investments
New York
$589K +$115K +240 +22%
BTWM
1355
Baker Tilly Wealth Management
Wisconsin
$588K -$1.44K -3 -0.2%
ECA
1356
Elevated Capital Advisors
Utah
$587K -$83K -173 -12%
CFG
1357
Cooper Financial Group
California
$586K -$10.6K -22 -2%
APWM
1358
Argonautica Private Wealth Management
Massachusetts
$586K – – –
AIM
1359
Advyzon Investment Management
Illinois
$583K +$116K +241 +23%
GFP
1360
Gryphon Financial Partners
Ohio
$582K +$256K +533 +69%
LP
1361
LMR Partners
United Kingdom
$581K +$623K +1,298 +129,800%
FAFN
1362
First Affirmative Financial Network
Colorado
$580K +$65.3K +136 +12%
SS
1363
Sunbelt Securities
Texas
$579K -$22.1K -46 -3%
TCM
1364
Tufton Capital Management
Maryland
$576K +$137K +285 +28%
GSIAS
1365
Garden State Investment Advisory Services
New Jersey
$576K +$46.1K +96 +8%
CWM
1366
Connecticut Wealth Management
Connecticut
$574K – – –
GBT
1367
Grove Bank & Trust
Florida
$572K – – –
TWM
1368
Trueblood Wealth Management
Ohio
$572K – – –
TI
1369
Trexquant Investment
Connecticut
$572K +$613K +1,278 New
SG
1370
Sienna Gestion
France
$568K -$9.59M -19,975 -93%
MPWT
1371
MassMutual Private Wealth & Trust
Connecticut
$565K -$69.6K -145 -10%
IBOK
1372
Independence Bank of Kentucky
Kentucky
$562K +$59K +123 +11%
VWM
1373
Venturi Wealth Management
Texas
$560K -$260K -542 -30%
FBFS
1374
First Business Financial Services
Wisconsin
$559K – – –
MFS
1375
Miller Financial Services
Michigan
$559K +$600K +1,251 New
53 54
55
56 57