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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
451
QCI Asset Management
New York
$22K – – –
JFGIW
452
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$17.8K +378 +1,400%
TSW
453
Thompson Siegel & Walmsley
Virginia
$18K +$17K +360 New
MA
454
MUFG Americas
New York
$17K +$16.1K +342 New
RFA
455
Reilly Financial Advisors
California
$15K – – –
TFO
456
Tarbox Family Office
California
$14K – – –
WEC
457
Winslow Evans & Crocker
Massachusetts
$13.1K – – –
PMFA
458
Plante Moran Financial Advisors
Michigan
$13K +$12.7K +270 New
NIM
459
NuWave Investment Management
New Jersey
$11K -$359K -7,623 -97%
PAS
460
Partnervest Advisory Services
California
$11K -$7.63K -162 -41%
WA
461
Waverly Advisors
Alabama
$9K -$118K -2,502 -93%
CA
462
CapWealth Advisors
Tennessee
$9K – – –
MCM
463
Manchester Capital Management
Vermont
$9K – – –
PFSC
464
Peoples Financial Services Corp
Pennsylvania
$7K – – –
SA
465
SRH Advisors
Kansas
$7K – – –
GAM
466
Gemmer Asset Management
California
$7K +$6.36K +135 New
PFG
467
Piershale Financial Group
Illinois
$7K +$6.36K +135 New
CAW
468
Cornerstone Advisors (Washington)
Washington
$7K +$7.21K +153 New
FAM
469
Formidable Asset Management
Ohio
$6K – – –
FAM
470
Fred Alger Management
New York
$6K – – –
NCM
471
Nelson Capital Management
California
$6K – – –
ECM
472
ETrade Capital Management
Virginia
$5K -$424 -9 -8%
WOC
473
West Oak Capital
California
$4.38K – – –
BCM
474
Blume Capital Management
California
$4K – – –
NHFG
475
New Harbor Financial Group
Massachusetts
$4K – – –
17 18
19
20 21