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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
601
Avantax Advisory Services
Texas
$544K +$576K +3,399 New
CCA
602
Checchi Capital Advisers
California
$543K -$65.1K -384 -10%
RC
603
RegentAtlantic Capital
New Jersey
$543K +$39.7K +234 +7%
LOAME
604
Lombard Odier Asset Management (Europe)
United Kingdom
$536K – – –
KA
605
Kintegral Advisory
New York
$533K +$565K +3,336 New
NL
606
NVWM LLC
Pennsylvania
$528K – – –
MHS
607
M Holdings Securities
Oregon
$527K +$162K +957 +41%
CANY
608
Caxton Associates (New York)
New York
$519K -$343K -2,022 -38%
1WA
609
180 Wealth Advisors
Washington
$518K – – –
SIC
610
SFE Investment Counsel
California
$518K +$146K +864 +36%
SVWA
611
Sound View Wealth Advisors
Georgia
$515K +$547K +3,228 New
EB
612
Eastern Bank
Massachusetts
$505K +$140K +825 +35%
MIFH
613
Migdal Insurance & Financial Holdings
Israel
$492K -$368K -2,169 -41%
BA
614
Birinyi Associates
Connecticut
$491K -$89K -525 -15%
IG
615
ING Group
Netherlands
$487K -$11M -65,037 -96%
WPC
616
Waters Parkerson & Co
Louisiana
$484K – – –
HAG
617
HighPoint Advisor Group
Illinois
$482K -$2.54K -15 -0.6%
AFG
618
Albion Financial Group
Utah
$481K – – –
PP
619
Prudential plc
United Kingdom
$479K -$50.8K -300 -9%
ACM
620
AlphaCrest Capital Management
New York
$479K +$508K +3,000 New
CAN
621
Cetera Advisor Networks
California
$474K -$50.3K -297 -9%
ECM
622
ExodusPoint Capital Management
New York
$468K +$497K +2,931 New
MTC
623
McDaniel Terry & Co
Texas
$467K – – –
RMC
624
Resources Management Corp
Connecticut
$466K – – –
KIA
625
KCM Investment Advisors
California
$465K +$23.9K +141 +5%
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