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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
701
Kaizen Advisory
Illinois
$45K – – –
WOC
702
West Oak Capital
California
$44.6K – – –
BCP
703
Blackhawk Capital Partners
Wisconsin
$43K – – –
KPCM
704
Kings Point Capital Management
New York
$42K – – –
WA
705
WealthTrust-Arizona
Arizona
$39K +$28.1K +201 +248%
PFGIA
706
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$6.28K +45 +19%
NSIM
707
North Star Investment Management
Illinois
$37K – – –
THWM
708
Taylor Hoffman Wealth Management
Virginia
$37K – – –
PCP
709
Proficio Capital Partners
Massachusetts
$37K +$4.19K +30 +13%
AA
710
AlphaMark Advisors
Kentucky
$36K -$5.02K -36 -12%
RE
711
RBC Europe
United Kingdom
$33.4K – – –
CAW
712
Cornerstone Advisors (Washington)
Washington
$33K – – –
DSN
713
D. Scott Neal
Kentucky
$33K – – –
AF
714
Advisornet Financial
Minnesota
$32K – – –
FCAG
715
First Capital Advisors Group
New Jersey
$32K +$32.7K +234 New
WPA
716
West Paces Advisors
Georgia
$31.4K – – –
VIA
717
Vantage Investment Advisors
Pennsylvania
$31K -$6.7K -48 -18%
GBBWRPM
718
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$31K – – –
HFP
719
Holistic Financial Partners
Indiana
$31K – – –
RFA
720
Reilly Financial Advisors
California
$31K +$25.1K +180 +400%
JCM
721
Jacobi Capital Management
Pennsylvania
$30K – – –
FC
722
Ferris Capital
Massachusetts
$30K +$30.1K +216 New
OIA
723
Optimum Investment Advisors
Illinois
$30K +$30.1K +216 New
HS
724
Horan Securities
United States
$29K -$4.19K -30 -13%
PWM
725
Perigon Wealth Management
California
$26K – – –
27 28
29
30 31