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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
601
Dowling & Yahnke
California
$1.35M +$144K +573 +12%
FHC
602
First Horizon Corporation
Tennessee
$1.35M +$755 +3 +0.1%
BCWM
603
Bartlett & Co Wealth Management
Ohio
$1.34M – – –
BC
604
Bartlett & Co
Ohio
$1.34M – – –
RWB
605
RMR Wealth Builders
New Jersey
$1.33M +$152K +603 +13%
PAM
606
Pinpoint Asset Management
Hong Kong
$1.33M +$1.36M +5,400 New
CFGS
607
Concourse Financial Group Securities
Alabama
$1.33M +$183K +726 +16%
OQS
608
Occudo Quantitative Strategies
Florida
$1.32M +$1.35M +5,349 New
WCM
609
Whitener Capital Management
North Carolina
$1.31M +$7.55K +30 +0.6%
PAS
610
Park Avenue Securities
New York
$1.29M +$186K +738 +16%
UB
611
UMB Bank
Missouri
$1.29M -$9.06K -36 -0.7%
LC
612
Lavaca Capital
Texas
$1.29M +$27.9K +111 +2%
WSFS
613
Wilmington Savings Fund Society
Delaware
$1.28M – – –
HCM
614
Hollencrest Capital Management
California
$1.28M – – –
LS
615
Livforsakringsbolaget Skandia
Sweden
$1.28M – – –
FFA
616
First Foundation Advisors
California
$1.27M +$311K +1,236 +31%
CCC
617
Crescent Capital Consulting
Louisiana
$1.27M +$18.9K +75 +1%
CLOS
618
Compagnie Lombard Odier SCmA
Switzerland
$1.27M +$242K +960 +23%
FSA
619
Financial Sense Advisors
California
$1.27M +$80K +318 +7%
FBT
620
First Bank & Trust
South Dakota
$1.27M +$193K +768 +18%
BOTW
621
Bank of the West
California
$1.26M +$3.77K +15 +0.3%
IA
622
IAM Advisory
Pennsylvania
$1.26M +$14.3K +57 +1%
JWBC
623
J.W. Burns & Co
New York
$1.26M +$90.6K +360 +8%
RIL
624
Rothschild Investment LLC
Illinois
$1.26M -$75.5K -300 -6%
RC
625
RegentAtlantic Capital
New Jersey
$1.25M +$794K +3,156 +166%
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