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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
626
Frontier Wealth Management
Missouri
$595K -$19.7K -105 -3%
AFG
627
Albion Financial Group
Utah
$594K – – –
AAM
628
Azzad Asset Management
Virginia
$592K +$12.4K +66 +2%
FHA
629
Flagship Harbor Advisors
Massachusetts
$591K -$46.1K -246 -8%
TFA
630
Toth Financial Advisory
Virginia
$591K +$561K +2,997 New
AIMCA
631
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$591K +$562K +3,000 New
BCP
632
Berkeley Capital Partners
Georgia
$583K -$6.18K -33 -1%
CTC
633
Central Trust Company
Missouri
$572K +$138K +738 +34%
MOS
634
MGO One Seven
Ohio
$569K -$43.8K -234 -7%
CSIC
635
Clifford Swan Investment Counsel
California
$569K +$562 +3 +0.1%
SFA
636
Sequoia Financial Advisors
Ohio
$567K +$71.9K +384 +15%
FHB
637
First Hawaiian Bank
Hawaii
$566K -$28.6K -153 -5%
JSC
638
Jackson Square Capital
California
$566K +$538K +2,874 New
CRWM
639
Castle Rock Wealth Management
California
$564K -$562 -3 -0.1%
UR
640
USCA RIA
Texas
$550K +$7.3K +39 +1%
RMC
641
Resources Management Corp
Connecticut
$544K -$16.9K -90 -3%
FMB
642
Field & Main Bank
Kentucky
$541K – – –
FMLI
643
Fukoku Mutual Life Insurance
Japan
$537K -$44.9K -240 -8%
TTWM
644
TCV Trust & Wealth Management
Virginia
$535K – – –
NFG
645
Next Financial Group
Texas
$533K +$61.2K +327 +14%
EH
646
Employers Holdings
Nevada
$532K -$506K -2,700 -50%
HCMNY
647
Howard Capital Management (New York)
New York
$532K – – –
SRC
648
Stone Run Capital
New York
$532K – – –
CWM
649
Calamos Wealth Management
Illinois
$523K +$10.1K +54 +2%
TYCC
650
Texas Yale Capital Corp
Florida
$511K +$485K +2,592 New
24 25
26
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