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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1376
Bay Colony Advisors
Massachusetts
– -$214K -928 Closed
KP
1377
Keel Point
Alabama
– -$213K -894 Closed
CWP
1378
Concord Wealth Partners
Virginia
– -$141K -701 Closed
COCM
1379
Charter Oak Capital Management
New Hampshire
– -$88K -439 Closed
CI
1380
CX Institutional
Indiana
– -$85K -424 Closed
PFGIA
1381
Patriot Financial Group Insurance Agency
Massachusetts
– -$66K -328 Closed
SIAP
1382
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$57K -285 Closed
TCWM
1383
Total Clarity Wealth Management
Illinois
– -$54K -268 Closed
CA
1384
CoreCap Advisors
Michigan
– -$45K -224 Closed
SMFG
1385
Sumitomo Mitsui Financial Group
Japan
– -$42K -205 Closed
SOW
1386
State of Wyoming
Wyoming
– -$31K -153 Closed
KTC
1387
Kistler-Tiffany Companies
Pennsylvania
– -$27K -135 Closed
HF
1388
Halpern Financial
Virginia
– -$18.1K -90 Closed
VRM
1389
Vectors Research Management
New York
– -$18K -90 Closed
HIM
1390
Hillsdale Investment Management
Ontario, Canada
– -$16K -80 Closed
GWMIA
1391
Global Wealth Management Investment Advisory
Florida
– -$15K -75 Closed
RIM
1392
Rockbridge Investment Management
New York
– -$15.1K -75 Closed
SSC
1393
Syverson Strege & Co
Iowa
– -$15K -75 Closed
HFS
1394
Heritage Financial Services
Massachusetts
– -$13K -68 Closed
GKIM
1395
GW&K Investment Management
Massachusetts
– -$13K -65 Closed
DWP
1396
Destiny Wealth Partners
Florida
– -$10K -48 Closed
FCG
1397
Financial Connections Group
California
– -$9K -48 Closed
FBC
1398
Fairfield, Bush & Co
Connecticut
– -$8K -42 Closed
TWP
1399
TFO Wealth Partners
Ohio
– -$5K -27 Closed
JFA
1400
JNBA Financial Advisors
Minnesota
– -$5K -24 Closed
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