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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
1501
Great Lakes Advisors
Illinois
$461K -$140K -320 -22%
AWM
1502
Aries Wealth Management
Maine
$461K +$8.74K +20 +2%
SF
1503
Seek First
California
$461K -$116K -266 -19%
HKIMG
1504
Hutchens & Kramer Investment Management Group
Indiana
$459K +$285K +653 +130%
RC
1505
Rexford Capital
Texas
$459K +$505K +1,155 New
IP
1506
Ignite Planners
California
$457K +$21K +48 +4%
VC
1507
Veery Capital
Delaware
$455K -$8.74K -20 -2%
CH
1508
Cromwell Holdings
Wyoming
$455K +$437 +1 +0.1%
VA
1509
Valmark Advisers
Ohio
$455K -$22.3K -51 -4%
NGA
1510
Naples Global Advisors
Florida
$453K -$5.24K -12 -1%
AG
1511
AmeriFlex Group
Nevada
$452K +$76.5K +175 +18%
TCM
1512
Tufton Capital Management
Maryland
$451K +$4.37K +10 +0.9%
DG
1513
DMC Group
Alabama
$451K +$17.5K +40 +4%
IIM
1514
Ipswich Investment Management
Massachusetts
$451K +$24K +55 +5%
SSA
1515
Shepherd Street Advisors
California
$449K -$370K -847 -42%
CWM
1516
Connecticut Wealth Management
Connecticut
$448K +$3.5K +8 +0.7%
EWM
1517
Empirical Wealth Management
Washington
$446K -$116K -266 -19%
HA
1518
Huntleigh Advisors
Missouri
$444K – – –
VWA
1519
Visionary Wealth Advisors
Illinois
$443K -$16.6K -38 -3%
JMFC
1520
J.M. Forbes & Co
Massachusetts
$442K – – –
PJSIMP
1521
P.J. Schmidt Investment Management (PJS)
Wisconsin
$442K -$153K -351 -24%
ACM
1522
Aspen Capital Management
Idaho
$442K – – –
TP
1523
Tranquility Partners
Tennessee
$441K +$232K +531 +92%
MW
1524
Marble Wealth
Alabama
$440K – – –
IAS
1525
Integrity Advisory Solutions
Texas
$439K +$55.9K +128 +13%
59 60
61
62 63