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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NWP
701
Northstar Wealth Partners
Connecticut
$295K +$313K +1,848 New
QT
702
Quantamental Technologies
New York
$289K +$307K +1,809 New
SWM
703
SeaCrest Wealth Management
New York
$287K -$12.2K -72 -4%
TSWM
704
Triangle Securities Wealth Management
North Carolina
$287K -$7.12K -42 -2%
1SB
705
1ST Source Bank
Indiana
$283K +$4.58K +27 +2%
CA
706
Calton & Associates
Florida
$280K +$297K +1,752 New
CFG
707
Cooper Financial Group
California
$280K +$297K +1,752 New
FDCDDQ
708
Federation des caisses Desjardins du Quebec
Quebec, Canada
$279K +$68.6K +405 +30%
HWA
709
HCR Wealth Advisors
California
$275K +$292K +1,725 New
MAM
710
Morse Asset Management
Connecticut
$273K +$2.03K +12 +0.7%
FPS
711
Fieldpoint Private Securities
Connecticut
$271K +$14.7K +87 +5%
AWM
712
Altium Wealth Management
New York
$269K -$3.05K -18 -1%
YMRC
713
Yorktown Management & Research Company
Virginia
$268K – – –
WSTAM
714
Wilbanks Smith & Thomas Asset Management
Virginia
$268K +$117K +690 +70%
S
715
SignatureFD
Georgia
$261K +$18.3K +108 +7%
CCM
716
Community Capital Management
Florida
$261K +$278K +1,638 New
ACM
717
Advisors Capital Management
New Jersey
$260K – – –
C
718
Cerebellum
California
$260K +$276K +1,629 New
BC
719
Bartlett & Co
Ohio
$259K – – –
BCWM
720
Bartlett & Co Wealth Management
Ohio
$259K – – –
BP
721
Ballentine Partners
Massachusetts
$257K +$33.6K +198 +14%
CW
722
Cobiz Wealth
Colorado
$256K +$1.52K +9 +0.6%
BCP
723
Berkeley Capital Partners
Georgia
$254K +$5.08K +30 +2%
MCM
724
Maryland Capital Management
Maryland
$253K +$18.3K +108 +7%
NFG
725
Next Financial Group
Texas
$252K +$222K +1,308 +479%
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