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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1576
Creekmur Asset Management
Illinois
$212K +$165K +414 +657%
RIM
1577
Redwood Investment Management
Arizona
$212K +$188K +473 New
LFG
1578
Larson Financial Group
Missouri
$212K +$96.8K +243 +104%
PTC
1579
Private Trust Company
Ohio
$210K +$5.97K +15 +3%
FM
1580
Foster & Motley
Ohio
$207K +$186K +466 New
CAM
1581
Concorde Asset Management
Michigan
$207K -$172K -432 -48%
EAMA
1582
EFG Asset Management (Americas)
Florida
$207K -$71.3K -179 -28%
SAM
1583
S.A. Mason
Michigan
$207K – – –
CWM
1584
Cherrydale Wealth Management
New Jersey
$207K +$185K +465 New
HWM
1585
Heirloom Wealth Management
Colorado
$206K +$185K +464 New
SEP
1586
Southland Equity Partners
Missouri
$206K +$185K +464 New
SC
1587
Seldon Capital
California
$206K +$184K +462 New
SIA
1588
Soltis Investment Advisors
Utah
$205K +$184K +461 New
KCM
1589
Kanawha Capital Management
Virginia
$204K +$183K +459 New
RTC
1590
Riverview Trust Company
Washington
$203K – – –
RDFA
1591
Ritter Daniher Financial Advisory
Ohio
$202K – – –
BCA
1592
Bay Colony Advisors
Massachusetts
$202K +$180K +453 New
CWM
1593
Centric Wealth Management
Illinois
$201K +$182K +456 New
BIM
1594
Breakwater Investment Management
Washington
$201K – – –
ACM
1595
Ashford Capital Management
Delaware
$200K +$179K +450 New
CIP
1596
Convergence Investment Partners
Florida
$200K +$179K +450 New
WFG
1597
Wills Financial Group
Virginia
$200K +$179K +450 New
WCM
1598
Weik Capital Management
Pennsylvania
$200K +$179K +450 New
AA
1599
Addison Advisors
Vermont
$192K +$22.7K +57 +15%
TFF
1600
The Family Firm
Maryland
$190K +$170K +427 New
62 63
64
65 66