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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
676
Crossvault Capital Management
Texas
$1.32M -$3.64M -12,975 -76%
WFC
677
Western Financial Corp
California
$1.31M +$57.2K +204 +5%
CAAS
678
Capital Asset Advisory Services
Michigan
$1.31M +$69K +246 +6%
II
679
Inspire Investing
Idaho
$1.3M +$218K +777 +23%
PGFC
680
Peapack-Gladstone Financial Corp
New Jersey
$1.29M -$165K -588 -12%
MWM
681
Meridian Wealth Management
Kentucky
$1.29M +$467K +1,665 +66%
EF
682
Empirical Finance
Pennsylvania
$1.29M +$162K +579 +16%
LG
683
LaFleur & Godfrey
Michigan
$1.28M -$231K -825 -17%
CI
684
Conning Inc
Connecticut
$1.27M -$173K -618 -13%
NA
685
NewEdge Advisors
Louisiana
$1.26M +$82.5K +294 +8%
NL
686
NVWM LLC
Pennsylvania
$1.25M – – –
LCM
687
Leisure Capital Management
California
$1.25M -$15.1K -54 -1%
BFEC
688
Benjamin F. Edwards & Company
Missouri
$1.24M +$6.73K +24 +0.6%
CA
689
Cetera Advisors
Colorado
$1.21M +$125K +444 +13%
FRA
690
Frank Rimerman Advisors
California
$1.21M – – –
KA
691
Kintegral Advisory
New York
$1.2M – – –
ACM
692
Ativo Capital Management
Illinois
$1.19M – – –
DT
693
Diversified Trust
Tennessee
$1.19M +$295K +1,053 +37%
PWM
694
Perigon Wealth Management
California
$1.18M +$38.7K +138 +4%
ACM
695
Alamar Capital Management
California
$1.17M +$17.7K +63 +2%
LP
696
LMR Partners
United Kingdom
$1.17M +$1.07M +3,825 New
CW
697
CreativeOne Wealth
Kansas
$1.17M +$185K +660 +21%
LOIM
698
Liberty One Investment Management
Illinois
$1.17M +$54.7K +195 +5%
PCM
699
Prelude Capital Management
New York
$1.16M +$25.2K +90 +2%
APA
700
American Portfolios Advisors
New York
$1.14M +$48K +171 +5%
26 27
28
29 30