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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
576
Summit Global Investments
Utah
$814K +$50.6K +270 +7%
AAS
577
Avantax Advisory Services
Texas
$811K +$164K +876 +27%
SI
578
Stephens Inc
Arkansas
$809K +$43.3K +231 +6%
BRG
579
Bay Rivers Group
Virginia
$805K +$764K +4,083 New
NA
580
Navellier & Associates
Nevada
$799K -$812K -4,338 -52%
BRWA
581
B. Riley Wealth Advisors
Florida
$795K -$21.9K -117 -3%
CC
582
Cedar Capital
Illinois
$784K +$139K +744 +23%
EHC
583
Everett Harris & Co
California
$768K – – –
MUS
584
Mitsubishi UFJ Securities
Japan
$768K – – –
AA
585
ALPS Advisors
Colorado
$766K -$11.8K -63 -2%
MS
586
Madden Securities
Texas
$756K +$716K +3,825 New
FT
587
Fiduciary Trust
Massachusetts
$754K +$87.6K +468 +14%
CAN
588
Cetera Advisor Networks
California
$753K -$562 -3 -0.1%
WF
589
Welch & Forbes
Massachusetts
$753K – – –
JG
590
Jefferies Group
New York
$747K -$1.41M -7,548 -67%
B
591
Barings
North Carolina
$741K -$748K -3,996 -52%
CC
592
ClearArc Capital
Ohio
$729K -$279K -1,491 -29%
IFWM
593
Institute for Wealth Management
Colorado
$722K +$2.81K +15 +0.4%
SMFG
594
Sumitomo Mitsui Financial Group
Japan
$715K -$447K -2,388 -40%
RA
595
Rational Advisors
New York
$713K +$664K +3,546 +5,139%
CAAS
596
Capital Asset Advisory Services
Michigan
$708K – – –
KA
597
Kintegral Advisory
New York
$707K – – –
HCM
598
Howard Capital Management
Georgia
$702K +$9.57M +51,114 +2,146%
CCA
599
Checchi Capital Advisers
California
$701K +$1.69K +9 +0.3%
BFC
600
Bedel Financial Consulting
Indiana
$699K +$8.99K +48 +1%
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