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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1576
Lavaca Capital
Texas
$265K – – –
SG
1577
Somerset Group
Minnesota
$265K – – –
VCM
1578
Versant Capital Management
Arizona
$265K +$63.8K +137 +34%
HKIMG
1579
Hutchens & Kramer Investment Management Group
Indiana
$265K -$114K -245 -31%
BFA
1580
Beaumont Financial Advisors
Massachusetts
$264K +$2.79K +6 +1%
MF
1581
Magnetar Financial
Illinois
$264K +$250K +537 New
MIM
1582
Marco Investment Management
Georgia
$264K +$250K +537 New
ESB
1583
Essex Savings Bank
Connecticut
$264K -$5.59K -12 -2%
CA
1584
Continuum Advisory
Idaho
$263K +$53.1K +114 +30%
CCG
1585
Cypress Capital Group
Florida
$263K +$4.19K +9 +2%
CFO
1586
CVA Family Office
Colorado
$262K -$6.98K -15 -3%
SG
1587
StoneX Group
New York
$261K +$14K +30 +6%
ABTD
1588
Arvest Bank Trust Division
Oklahoma
$260K +$247K +530 New
UOTTAIMCU
1589
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$259K -$189K -407 -44%
OLVIG
1590
Oliver Lagore Vanvalin Investment Group
Michigan
$258K -$1.82M -3,905 -88%
HPM
1591
Hoxton Planning & Management
West Virginia
$258K -$3.72K -8 -1%
SIGI
1592
Susquehanna International Group (Ireland)
Ireland
$258K +$245K +526 New
OFS
1593
Orrstown Financial Services
Pennsylvania
$258K +$244K +525 New
CWM
1594
Cornerstone Wealth Management
Missouri
$258K +$6.98K +15 +3%
CFP
1595
Cascade Financial Partners
California
$256K – – –
MCM
1596
Mengis Capital Management
Oregon
$256K – – –
WBC
1597
West Branch Capital
Massachusetts
$256K +$466 +1 +0.2%
TFF
1598
The Family Firm
Maryland
$256K +$43.8K +94 +22%
EWM
1599
EPG Wealth Management
Georgia
$256K +$243K +521 New
AWM
1600
Abound Wealth Management
Tennessee
$256K +$5.12K +11 +2%
62 63
64
65 66