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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
676
Private Wealth Partners
California
$722K -$447K -1,992 -40%
DADC
677
D.A. Davidson & Co
Montana
$718K -$22.9K -102 -3%
CI
678
Clal Insurance
Israel
$710K -$26.2M -116,700 -97%
KIA
679
KCM Investment Advisors
California
$708K – – –
CAM
680
Cresset Asset Management
Illinois
$707K +$123K +546 +22%
EF
681
Empirical Finance
Pennsylvania
$704K +$143K +636 +27%
ATPW
682
Ashton Thomas Private Wealth
Arizona
$689K +$378K +1,683 +137%
SS
683
Sunbelt Securities
Texas
$685K +$3.37K +15 +0.5%
BRWM
684
B. Riley Wealth Management
Tennessee
$685K +$364K +1,623 +128%
PA
685
Parallel Advisors
California
$683K +$93K +414 +17%
HI
686
Horizon Investments
North Carolina
$671K -$362K -1,614 -36%
TIA
687
Tiemann Investment Advisors
California
$668K +$247K +1,101 +64%
CAM
688
Congress Asset Management
Massachusetts
$666K -$97.7K -435 -13%
CG
689
Caprock Group
Idaho
$665K +$168K +750 +36%
EGM
690
Engineers Gate Manager
New York
$663K -$193K -861 -23%
SVWAG
691
Sound View Wealth Advisors Group
Georgia
$659K -$7.41K -33 -1%
PWM
692
Perigon Wealth Management
California
$658K +$18.9K +84 +3%
RMC
693
Resources Management Corp
Connecticut
$653K – – –
IEFM
694
IQ EQ Fund Management
Ireland
$652K – – –
ETC
695
Exchange Traded Concepts
Oklahoma
$651K +$175K +780 +40%
VVP
696
Venture Visionary Partners
Ohio
$647K – – –
TTWM
697
TCV Trust & Wealth Management
Virginia
$642K – – –
EH
698
Employers Holdings
Nevada
$639K – – –
SRC
699
Stone Run Capital
New York
$639K – – –
CGL
700
Clarius Group LLC
Washington
$639K +$14.8K +66 +3%
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