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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
1676
Independent Family Office
New York
$376K +$413K +816 New
TSWM
1677
Triangle Securities Wealth Management
North Carolina
$374K – – –
MEAC
1678
M.E. Allison & Co
Texas
$373K -$25.3K -50 -6%
ACM
1679
Advance Capital Management
Michigan
$372K +$3.04K +6 +0.7%
CNC
1680
Canandaigua National Corp
New York
$371K +$407K +804 New
GKFF
1681
George Kaiser Family Foundation
Oklahoma
$370K – – –
PGCM
1682
Prescott Group Capital Management
Oklahoma
$370K – – –
PMG
1683
ProVise Management Group
Florida
$370K +$506 +1 +0.1%
ACM
1684
Arcataur Capital Management
Wisconsin
$369K – – –
CA
1685
Callahan Advisors
Texas
$369K -$31.4K -62 -7%
AL
1686
Arnhold LLC
New York
$369K – – –
CSIC
1687
Clifford Swan Investment Counsel
California
$368K -$89.5K -177 -18%
HBW
1688
Hazlett, Burt & Watson
West Virginia
$367K +$22.8K +45 +6%
WAS
1689
WESPAC Advisors SoCal
California
$364K – – –
FPL
1690
Fortress Private Ledger
North Carolina
$364K +$399K +789 New
FF
1691
Francis Financial
$363K -$6.07K -12 -2%
CWM
1692
Cornerstone Wealth Management
Missouri
$360K -$15.7K -31 -4%
CCMI
1693
Creative Capital Management Investments
California
$360K – – –
SLC
1694
Second Line Capital
Louisiana
$359K +$85.5K +169 +27%
SS
1695
Sunbelt Securities
Texas
$359K -$41.5K -82 -10%
MFS
1696
Mirabella Financial Services
United Kingdom
$358K +$393K +777 New
AT
1697
Avalon Trust
New Mexico
$356K -$18.2K -36 -4%
VDI
1698
Vaughan David Investments
Illinois
$356K – – –
MC
1699
Middleton & Co
Massachusetts
$356K – – –
TPWA
1700
TRUE Private Wealth Advisors
Oregon
$356K +$14.2K +28 +4%
66 67
68
69 70