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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
701
Berger Financial Group
Minnesota
$1.14M – – –
CAM
702
Cresset Asset Management
Illinois
$1.14M +$120K +429 +13%
WF
703
Welch & Forbes
Massachusetts
$1.13M – – –
QSS
704
Quantitative Systematic Strategies
Florida
$1.13M +$1.03M +3,675 New
UFF
705
USA Financial Formulas
Michigan
$1.12M -$54.7K -195 -5%
PA
706
Parallel Advisors
California
$1.11M +$126K +450 +14%
SFA
707
Sequoia Financial Advisors
Ohio
$1.11M +$20.2K +72 +2%
CIM
708
CIM Investment Management
Pennsylvania
$1.11M -$28.6K -102 -3%
KIA
709
KCM Investment Advisors
California
$1.1M +$22.7K +81 +2%
IFAM
710
Institutional & Family Asset Management
Colorado
$1.1M – – –
AWM
711
Altium Wealth Management
New York
$1.09M +$118K +420 +13%
PFWA
712
Paces Ferry Wealth Advisors
Georgia
$1.09M -$3.37K -12 -0.3%
BFM
713
Boston Financial Management
Massachusetts
$1.09M -$46.3K -165 -4%
BFC
714
Bedel Financial Consulting
Indiana
$1.08M – – –
BM
715
Brandywine Managers
Delaware
$1.07M – – –
CSIC
716
Clifford Swan Investment Counsel
California
$1.07M – – –
1WA
717
180 Wealth Advisors
Washington
$1.06M -$17.7K -63 -2%
VFA
718
Voya Financial Advisors
Connecticut
$1.05M -$2.68M -9,564 -74%
BC
719
BIT Capital
Germany
$1.03M – – –
CAM
720
Congress Asset Management
Massachusetts
$1.03M – – –
PVH
721
Psagot Value Holdings
Israel
$1.02M -$91.7K -327 -9%
ATC
722
Argent Trust Co
Tennessee
$1.02M +$64K +228 +7%
LCM
723
Landscape Capital Management
New Jersey
$1.02M -$3.36M -11,964 -78%
MWM
724
Minot Wealth Management
Massachusetts
$1.02M +$212K +756 +31%
CCM
725
Conway Capital Management
California
$1.02M +$84.2K +300 +10%
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