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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ARI
1376
Applied Research Investments
Delaware
– -$735K -2,438 Closed
WFC
1377
Western Financial Corp
California
– -$723K -2,395 Closed
CAM
1378
Congress Asset Management
Massachusetts
– -$718K -2,380 Closed
AWM
1379
Avitas Wealth Management
California
– -$716K -2,372 Closed
GFS
1380
GYL Financial Synergies
Connecticut
– -$617K -2,044 Closed
DA
1381
DCM Advisors
New York
– -$603K -2,000 Closed
CRCM
1382
Corbett Road Capital Management
Virginia
– -$577K -1,913 Closed
MFG
1383
Menard Financial Group
Texas
– -$576K -1,908 Closed
TPM
1384
Triasima Portfolio Management
Quebec, Canada
– -$561K -1,859 Closed
TBA
1385
Tower Bridge Advisors
Pennsylvania
– -$543K -1,800 Closed
FPA
1386
First Pacific Advisors
California
– -$536K -1,776 Closed
WG
1387
Winton Group
United Kingdom
– -$519K -1,722 Closed
WPC
1388
Wedmont Private Capital
Pennsylvania
– -$511K -1,690 Closed
SSG
1389
Summit Securities Group
New York
– -$488K -1,619 Closed
TNBTD
1390
Trustmark National Bank Trust Department
Mississippi
– -$475K -1,575 Closed
MWM
1391
Minot Wealth Management
Massachusetts
– -$465K -1,542 Closed
TW
1392
TrinityPoint Wealth
Connecticut
– -$449K -1,488 Closed
AWA
1393
Arete Wealth Advisors
Illinois
– -$445K -1,476 Closed
PAM
1394
Paradigm Asset Management
New York
– -$437K -1,450 Closed
DS
1395
DRW Securities
Illinois
– -$433K -1,435 Closed
SF
1396
Summit Financial
New Jersey
– -$424K -1,404 Closed
BIA
1397
Benchmark Investment Advisors
Illinois
– -$423K -1,402 Closed
SIC
1398
Samalin Investment Counsel
New York
– -$416K -1,378 Closed
VWA
1399
Visionary Wealth Advisors
Illinois
– -$415K -1,377 Closed
EA
1400
Ellsworth Advisors
Ohio
– -$407K -1,344 Closed
54 55
56
57 58