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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
1601
Yorktown Management & Research Company
Virginia
– -$308K -900 Closed
EW
1602
Evoke Wealth
California
– -$299K -873 Closed
SFC
1603
Strategic Financial Concepts
Texas
– -$294K -861 Closed
ALAM
1604
Asahi Life Asset Management
Japan
– -$287K -840 Closed
SHWM
1605
Smith & Howard Wealth Management
Georgia
– -$281K -822 Closed
DCM
1606
Driehaus Capital Management
Illinois
– -$275K -803 Closed
AFG
1607
Atomi Financial Group
New York
– -$274K -800 Closed
B
1608
Barings
North Carolina
– -$260K -759 Closed
FNBOO
1609
First National Bank of Omaha
Nebraska
– -$260K -759 Closed
SMWM
1610
Silvia McColl Wealth Management
California
– -$254K -742 Closed
AT
1611
Arden Trust
Delaware
– -$245K -716 Closed
SPP
1612
Single Point Partners
Massachusetts
– -$242K -709 Closed
FCM
1613
Fourpath Capital Management
Oklahoma
– -$239K -698 Closed
VC
1614
Veracity Capital
Georgia
– -$238K -696 Closed
BBA
1615
BLB&B Advisors
Pennsylvania
– -$237K -693 Closed
BOS
1616
Bank of Stockton
California
– -$236K -690 Closed
VCM
1617
Viewpoint Capital Management
Washington
– -$231K -675 Closed
RPWA
1618
Regent Peak Wealth Advisors
Georgia
– -$229K -671 Closed
BFA
1619
Bragg Financial Advisors
North Carolina
– -$226K -660 Closed
CAM
1620
CenterStar Asset Management
Illinois
– -$224K -656 Closed
FDS
1621
First Dallas Securities
Texas
– -$224K -655 Closed
HTHT
1622
Hemenway Trust Hemenway Trust
New Hampshire
– -$224K -654 Closed
SP
1623
Successful Portfolios
Florida
– -$223K -653 Closed
RSWM
1624
Robertson Stephens Wealth Management
California
– -$222K -650 Closed
TCPWM
1625
Traverso Chambers Private Wealth Management
California
– -$219K -639 Closed
63 64
65
66 67