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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1701
West Branch Capital
Massachusetts
$372K – – –
PFG
1702
Putney Financial Group
California
$371K – – –
EWM
1703
EPG Wealth Management
Georgia
$370K – – –
BB
1704
Burford Brothers
Texas
$370K +$2.09K +4 +0.6%
CA
1705
Cache Advisors
California
$368K – – –
FM
1706
Family Management
New York
$368K +$39.7K +76 +13%
CT
1707
ClearAlpha Technologies
Connecticut
$367K +$353K +676 New
GWSG
1708
GPS Wealth Strategies Group
Colorado
$367K -$7.84K -15 -2%
VCM
1709
Viewpoint Capital Management
Washington
$367K – – –
AHL
1710
Abel Hall LLC
Louisiana
$365K +$8.89K +17 +3%
CCA
1711
Catalyst Capital Advisors
New York
$365K -$69K -132 -16%
PVI
1712
Pine Valley Investments
New Jersey
$364K +$25.1K +48 +8%
DAC
1713
Dividend Assets Capital
South Carolina
$363K – – –
TCOO
1714
Trust Company of Oklahoma
Oklahoma
$363K +$349K +668 New
EL
1715
EWA LLC
Pennsylvania
$362K +$25.6K +49 +8%
HTHT
1716
Hemenway Trust Hemenway Trust
New Hampshire
$361K +$41.8K +80 +14%
PCM
1717
Polymer Capital Management
New York
$361K +$347K +664 New
ICP
1718
Impact Capital Partners
Colorado
$360K +$1.57K +3 +0.5%
WB
1719
Webster Bank
Connecticut
$360K +$141K +270 +69%
HBW
1720
Hazlett, Burt & Watson
West Virginia
$359K -$2.61K -5 -0.8%
CFO
1721
CVA Family Office
Colorado
$359K -$9.41K -18 -3%
GWM
1722
Gibbs Wealth Management
Georgia
$359K +$84.2K +161 +32%
RB
1723
Rodgers Brothers
Pennsylvania
$357K – – –
NWM
1724
Navigoe Wealth Management
California
$355K – – –
BPWM
1725
Badgley Phelps Wealth Managers
Washington
$355K -$5.23K -10 -2%
67 68
69
70 71