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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
701
Rothschild Investment LLC
Illinois
$322K -$41.2K -225 -10%
DT
702
Diversified Trust
Tennessee
$322K -$1.65K -9 -0.5%
LWMM
703
Legacy Wealth Management (Mississippi)
Mississippi
$321K +$357K +1,947 New
FWM
704
Foresight Wealth Management
Utah
$321K +$74.2K +405 +26%
PGFC
705
Peapack-Gladstone Financial Corp
New Jersey
$321K +$102K +555 +40%
CWM
706
Calamos Wealth Management
Illinois
$320K -$130K -711 -27%
JFA
707
Johanson Financial Advisors
California
$320K -$54.9K -300 -13%
WCM
708
Weik Capital Management
Pennsylvania
$317K – – –
VWA
709
V Wealth Advisors
Kansas
$317K +$352K +1,923 New
CAM
710
Cresset Asset Management
Illinois
$313K +$348K +1,899 New
IC
711
IEQ Capital
California
$312K +$12.1K +66 +4%
PWPS
712
Pinnacle Wealth Planning Services
Ohio
$308K +$61.5K +336 +22%
DS
713
DRW Securities
Illinois
$305K +$338K +1,848 New
JSC
714
Jackson Square Capital
California
$304K -$190K -1,035 -36%
PPP
715
Private Portfolio Partners
New Jersey
$303K +$117K +639 +54%
LC
716
Lindbrook Capital
California
$301K +$47.8K +261 +17%
LFAS
717
Level Four Advisory Services
Texas
$301K +$81.3K +444 +32%
ZIC
718
ZWJ Investment Counsel
Georgia
$300K -$13.7K -75 -4%
KA
719
Kovack Advisors
Florida
$299K -$7.14K -39 -2%
FWM
720
Frontier Wealth Management
Missouri
$297K -$223K -1,218 -40%
CICI
721
Capital Investment Counsel Inc
North Carolina
$297K -$87.9K -480 -21%
CM
722
Castleark Management
Illinois
$297K – – –
LIM
723
Leavell Investment Management
Alabama
$297K – – –
PI
724
Parkside Investments
Illinois
$297K – – –
AWM
725
Altium Wealth Management
New York
$293K +$45.1K +246 +16%
27 28
29
30 31