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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
651
MGO One Seven
Ohio
$94K +$96.5K +771 New
NEI
652
Northwest & Ethical Investments
Ontario, Canada
$92K – – –
SLF
653
Sun Life Financial
Ontario, Canada
$89K -$217K -1,731 -70%
EMG
654
ETF Managers Group
New Jersey
$88K +$11.3K +90 +15%
HI
655
Hudock Inc
Pennsylvania
$82K – – –
SSB
656
Sandy Spring Bank
Maryland
$80K +$1.13K +9 +1%
TWA
657
TCI Wealth Advisors
Arizona
$77K – – –
AOWM
658
Alpha Omega Wealth Management
Virginia
$73K -$9.39K -75 -11%
VFA
659
Valeo Financial Advisors
Indiana
$73K +$3.38K +27 +5%
WEC
660
Winslow Evans & Crocker
Massachusetts
$70.8K +$12K +96 +20%
FPFS
661
First Personal Financial Services
North Carolina
$66K +$21.8K +174 +47%
SPI
662
Santori & Peters Inc
Pennsylvania
$64K +$61.6K +492 New
VCM
663
Versant Capital Management
Arizona
$60K – – –
AIL
664
AGF Investments LLC
Ontario, Canada
$58K +$1.88K +15 +3%
PHK
665
Point72 Hong Kong
Hong Kong
$57K +$58.6K +468 New
AWM
666
Avior Wealth Management
Nebraska
$55K – – –
QAM
667
QCI Asset Management
New York
$55K – – –
KLWA
668
Kelly Lawrence W & Associates
California
$53K – – –
AIM
669
Advantage Investment Management
Iowa
$48K -$21.4K -171 -30%
CPIG
670
Chicago Partners Investment Group
Illinois
$48K – – –
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$47.1K +$22.5K +180 +87%
TSW
672
Thompson Siegel & Walmsley
Virginia
$44K – – –
FMII
673
Farmers & Merchants Investments Inc
Nebraska
$42K +$2.25K +18 +6%
KA
674
Kaizen Advisory
Illinois
$40K +$40.9K +327 New
WOC
675
West Oak Capital
California
$39.4K – – –
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