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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1401
Claro Advisors
Massachusetts
$221K +$195K +655 New
D
1402
Diversified
Delaware
$220K -$93.9K -315 -33%
TCWM
1403
Total Clarity Wealth Management
Illinois
$220K +$195K +653 New
OCM
1404
Objective Capital Management
Ohio
$220K +$194K +651 New
FCM
1405
Fourpath Capital Management
Oklahoma
$219K +$194K +650 New
DAC
1406
Dividend Assets Capital
South Carolina
$218K – – –
NCFG
1407
New Century Financial Group
New Jersey
$218K +$193K +646 New
HTHT
1408
Hemenway Trust Hemenway Trust
New Hampshire
$217K +$192K +644 New
MFG
1409
MidWestOne Financial Group
Iowa
$217K +$192K +644 New
HKIMG
1410
Hutchens & Kramer Investment Management Group
Indiana
$217K +$192K +643 New
TCPWM
1411
Traverso Chambers Private Wealth Management
California
$216K +$190K +639 New
AT
1412
Arden Trust
Delaware
$215K +$190K +638 New
DWM
1413
Destination Wealth Management
California
$215K +$190K +637 New
SP
1414
Successful Portfolios
Florida
$215K +$190K +637 New
LTI
1415
Laffer Tengler Investments
Tennessee
$213K +$4.17K +14 +2%
SA
1416
Strategic Advisors
New York
$213K +$188K +631 New
OWMIAS
1417
One Wealth Management Investment & Advisory Services
Florida
$213K +$188K +630 New
SIG
1418
Spinnaker Investment Group
California
$211K +$186K +625 New
PFBT
1419
Parkside Financial Bank & Trust
Missouri
$210K +$11K +37 +6%
SCTC
1420
Sanibel Captiva Trust Company
Florida
$209K +$185K +620 New
TSWM
1421
Tyler-Stone Wealth Management
Ohio
$209K – – –
C
1422
Covestor
United Kingdom
$209K +$20.3K +68 +12%
AF
1423
Apexium Financial
Texas
$208K +$184K +616 New
CPIA
1424
Cornell Pochily Investment Advisors
New York
$207K +$183K +615 New
WP
1425
WealthSource Partners
California
$207K +$183K +613 New
55 56
57
58 59