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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
601
Steward Partners Investment Advisory
New York
$591K +$208K +1,134 +46%
BFC
602
Bedel Financial Consulting
Indiana
$584K -$1.1K -6 -0.2%
MIA
603
MainStreet Investment Advisors
Illinois
$581K +$645K +3,519 New
FA
604
FDx Advisors
Illinois
$578K +$441K +2,409 +220%
BJL
605
Brighton Jones LLC
Washington
$575K -$1.65K -9 -0.3%
BOM
606
Bank of Marin
California
$572K – – –
PWM
607
Perigon Wealth Management
California
$572K +$9.34K +51 +2%
AIC
608
Archer Investment Corporation
Indiana
$569K +$54.9K +300 +10%
CAAS
609
Capital Asset Advisory Services
Michigan
$567K -$49.5K -270 -7%
RC
610
RegentAtlantic Capital
New Jersey
$560K – – –
DY
611
Dowling & Yahnke
California
$558K -$148K -807 -19%
LOAME
612
Lombard Odier Asset Management (Europe)
United Kingdom
$554K – – –
IFO
613
Independent Family Office
New York
$553K +$613K +3,348 New
SP
614
SWS Partners
Ohio
$549K +$609K +3,324 New
SLAM
615
Swiss Life Asset Management
$547K +$44K +240 +8%
AFA
616
Abacus FCF Advisors
Florida
$535K +$599K +3,273 New
ACM
617
AlphaCrest Capital Management
New York
$531K -$29.1K -159 -5%
SVWAG
618
Sound View Wealth Advisors Group
Georgia
$516K +$6.59K +36 +1%
CS
619
Cannell & Spears
New York
$516K +$204K +1,116 +56%
UR
620
USCA RIA
Texas
$514K +$58.8K +321 +12%
CCA
621
Checchi Capital Advisers
California
$509K -$84.6K -462 -13%
AFG
622
Albion Financial Group
Utah
$508K +$11K +60 +2%
SFA
623
Sequoia Financial Advisors
Ohio
$507K +$35.7K +195 +7%
AIL
624
AGF Investments LLC
Ontario, Canada
$504K +$290K +1,581 +107%
FHA
625
Flagship Harbor Advisors
Massachusetts
$502K +$7.14K +39 +1%
23 24
25
26 27