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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1401
Forum Financial Management
Illinois
– -$404K -1,341 Closed
PNAA
1402
Pictet North America Advisors
Switzerland
– -$401K -1,330 Closed
VFA
1403
Valeo Financial Advisors
Indiana
– -$396K -1,274 Closed
BFPW
1404
BOK Financial Private Wealth
Colorado
– -$383K -1,269 Closed
TPA
1405
Trivium Point Advisory
Connecticut
– -$363K -1,259 Closed
HIG
1406
Heritage Investment Group
Florida
– -$379K -1,257 Closed
QI
1407
Qtron Investments
Massachusetts
– -$379K -1,257 Closed
FNBOH
1408
First National Bank of Hutchinson
Kansas
– -$378K -1,255 Closed
KWM
1409
Kingsview Wealth Management
Oregon
– -$370K -1,228 Closed
GC
1410
GFG Capital
Florida
– -$368K -1,221 Closed
LWM
1411
Ledge Wealth Management
Minnesota
– -$367K -1,215 Closed
GIA
1412
Gladstone Institutional Advisory
Florida
– -$366K -1,214 Closed
PA
1413
Procyon Advisors
Connecticut
– -$362K -1,201 Closed
BFO
1414
Boston Family Office
Massachusetts
– -$362K -1,199 Closed
CWM
1415
Congress Wealth Management
Massachusetts
– -$347K -1,150 Closed
RB
1416
Renasant Bank
Mississippi
– -$346K -1,147 Closed
KA
1417
Kercheville Advisors
Texas
– -$342K -1,135 Closed
LA
1418
LVW Advisors
New York
– -$335K -1,112 Closed
BFA
1419
Bragg Financial Advisors
North Carolina
– -$326K -1,082 Closed
DC
1420
Davenport & Co
Virginia
– -$323K -1,071 Closed
CP
1421
Covenant Partners
Tennessee
– -$318K -1,053 Closed
SIMG
1422
Sonora Investment Management Group
Arizona
– -$315K -1,043 Closed
FAG
1423
Fortitude Advisory Group
Washington
– -$310K -1,025 Closed
CMI
1424
Clare Market Investments
Texas
– -$307K -1,018 Closed
MCWS
1425
McKinley Carter Wealth Services
West Virginia
– -$302K -1,002 Closed
55 56
57
58 59