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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
751
Institute for Wealth Management
Colorado
$900K +$24.4K +87 +3%
EFS
752
Essex Financial Services
Connecticut
$900K +$824K +2,937 New
CS
753
Comerica Securities
Michigan
$898K +$231K +825 +39%
FHA
754
Flagship Harbor Advisors
Massachusetts
$896K -$24.4K -87 -3%
S
755
SignatureFD
Georgia
$895K +$123K +438 +18%
MCIA
756
Mountain Capital Investment Advisors
Colorado
$892K -$29.5K -105 -4%
QP
757
Quilter Plc
United Kingdom
$887K -$112K -399 -12%
CGL
758
Clarius Group LLC
Washington
$882K +$842 +3 +0.1%
SS
759
Sunbelt Securities
Texas
$881K +$10.9K +39 +1%
PFG
760
PAX Financial Group
Texas
$879K +$181K +645 +29%
HFM
761
Harvest Fund Management
China
$873K +$47.1K +168 +6%
HAG
762
HighPoint Advisor Group
Illinois
$873K +$202K +720 +34%
1CP
763
17 Capital Partners
Arizona
$867K +$794K +2,829 New
WHG
764
Westwood Holdings Group
Texas
$860K -$337K -1,200 -30%
CT
765
Columbia Trust
Oregon
$857K +$31.1K +111 +4%
WI
766
WrapManager Inc
California
$854K +$10.9K +39 +1%
HCMG
767
Howard Capital Management Group
California
$854K +$172K +612 +28%
SWP
768
Strategic Wealth Partners
Ohio
$845K +$43.8K +156 +6%
SSWM
769
Smith Salley Wealth Management
North Carolina
$834K +$5.05K +18 +0.7%
TTWM
770
TCV Trust & Wealth Management
Virginia
$833K – – –
CG
771
Caprock Group
Idaho
$832K +$106K +378 +16%
JSC
772
Jackson Square Capital
California
$830K +$182K +648 +31%
SRC
773
Stone Run Capital
New York
$828K – – –
ECM
774
EMC Capital Management
Texas
$824K – – –
WCM
775
Weld Capital Management
New York
$823K -$367K -1,308 -33%
29 30
31
32 33