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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
526
Advisors Asset Management
Colorado
$2.14M -$125K -583 -5%
OC
527
Oppenheimer & Co
New York
$2.13M +$303K +1,411 +14%
PAG
528
Private Advisor Group
New Jersey
$2.12M -$1.33M -6,180 -35%
DADC
529
D.A. Davidson & Co
Montana
$2.11M -$174K -812 -7%
MGWM
530
Marks Group Wealth Management
Minnesota
$2.11M +$81.2K +378 +3%
SLI
531
Sumitomo Life Insurance
Japan
$2.04M -$92.6K -431 -4%
SSB
532
Sandy Spring Bank
Maryland
$2.01M +$83.8K +390 +4%
AAS
533
Avantax Advisory Services
Texas
$1.97M +$24.5K +114 +1%
MYAM
534
Meiji Yasuda Asset Management
Japan
$1.97M -$164K -765 -7%
TFS
535
Thoroughbred Financial Services
Tennessee
$1.96M -$213K -990 -9%
WF
536
Welch & Forbes
Massachusetts
$1.96M +$12.2K +57 +0.5%
TI
537
Tidal Investments
Wisconsin
$1.95M +$110K +514 +5%
AFC
538
AFT Forsyth & Company
Florida
$1.95M -$34.4K -160 -2%
FHB
539
First Hawaiian Bank
Hawaii
$1.95M -$81K -377 -4%
CG
540
Carmignac Gestion
France
$1.89M +$677K +3,152 +46%
KFP
541
KMG Fiduciary Partners
Ohio
$1.88M +$871K +4,054 +68%
PAM
542
Panagora Asset Management
Massachusetts
$1.86M – – –
BSW
543
Buckingham Strategic Wealth
Missouri
$1.86M +$21.3K +99 +1%
SV
544
Sturgeon Ventures
United Kingdom
$1.86M -$421K -1,959 -17%
OAM
545
Oak Asset Management
California
$1.81M +$2.07M +9,643 New
JIP
546
Jaffetilchin Investment Partners
Florida
$1.8M -$129K -600 -6%
KCM
547
Kornitzer Capital Management
Kansas
$1.78M – – –
CAN
548
Cetera Advisor Networks
California
$1.78M -$248K -1,154 -11%
RC
549
Roundview Capital
New Jersey
$1.77M +$16.3K +76 +0.8%
WT
550
Whittier Trust
California
$1.76M +$112K +522 +6%
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