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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
751
Fort Washington Investment Advisors
Ohio
$227K -$41.5K -240 -16%
TW
752
TrinityPoint Wealth
Connecticut
$227K +$210K +1,215 New
APA
753
American Portfolios Advisors
New York
$227K -$329K -1,905 -60%
SWP
754
Stratos Wealth Partners
Ohio
$221K +$13.5K +78 +7%
SIC
755
SFE Investment Counsel
California
$220K -$51.9K -300 -20%
CCT
756
Country Club Trust
Missouri
$219K +$213K +1,230 New
PAS
757
Partnervest Advisory Services
California
$218K +$1.04K +6 +0.5%
TSWM
758
Triangle Securities Wealth Management
North Carolina
$216K -$51.9K -300 -20%
PPP
759
Private Portfolio Partners
New Jersey
$215K -$26.5K -153 -11%
DWM
760
Dakota Wealth Management
Florida
$215K +$207K +1,197 New
BRWM
761
B. Riley Wealth Management
Tennessee
$212K +$203K +1,176 New
AIA
762
AIMZ Investment Advisors
California
$211K – – –
PWAC
763
Private Wealth Advisors (California)
California
$211K – – –
GWM
764
Geneos Wealth Management
Colorado
$209K -$2.08K -12 -1%
AWA
765
Arete Wealth Advisors
Illinois
$208K -$5.71K -33 -3%
MAFM
766
Mid Atlantic Financial Management
Pennsylvania
$207K – – –
WIC
767
Whitegate Investment Counselors
New Hampshire
$207K +$199K +1,152 New
RCAG
768
Rehmann Capital Advisory Group
Michigan
$205K -$3.11K -18 -2%
GKWIM
769
Gerber Kawasaki Wealth & Investment Management
California
$202K +$195K +1,125 New
LFAS
770
Level Four Advisory Services
Texas
$200K +$192K +1,110 New
RE
771
RBC Europe
United Kingdom
$192K +$71.6K +414 +63%
MCM
772
Manchester Capital Management
Vermont
$190K – – –
HWA
773
Heritage Wealth Advisors
Virginia
$188K – – –
TFS
774
TrustCore Financial Services
Tennessee
$185K – – –
AAP
775
Arax Advisory Partners
Colorado
$181K – – –
29 30
31
32 33