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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
751
Conning Inc
Connecticut
$708K -$4.93K -21 -0.6%
SWP
752
Strategic Wealth Partners
Ohio
$705K -$86.6K -369 -10%
PFWA
753
Paces Ferry Wealth Advisors
Georgia
$704K -$235 -1 -0%
BM
754
Brandywine Managers
Delaware
$701K – – –
CPIG
755
Chicago Partners Investment Group
Illinois
$697K -$9.38K -40 -1%
CGL
756
Clarius Group LLC
Washington
$696K +$79.1K +337 +11%
PFO
757
Pathstone Family Office
New Jersey
$687K +$346K +1,476 +76%
AC
758
Avestar Capital
New York
$686K -$704 -3 -0.1%
EIA
759
Eastover Investment Advisors
North Carolina
$684K +$469K +2,000 +142%
BJL
760
Brighton Jones LLC
Washington
$683K -$3.52K -15 -0.4%
CUAMC
761
China Universal Asset Management Company
China
$681K -$3.76M -16,030 -83%
LWAC
762
Laurel Wealth Advisors (California)
California
$680K -$106K -450 -12%
VFA
763
Voya Financial Advisors
Connecticut
$677K +$84.7K +361 +12%
WA
764
Wealth Architects
California
$676K -$2.58K -11 -0.3%
FRM
765
Fox Run Management
Connecticut
$675K +$789K +3,361 New
FHA
766
Flagship Harbor Advisors
Massachusetts
$673K +$2.35K +10 +0.3%
PFG
767
PAX Financial Group
Texas
$671K -$115K -489 -13%
LG
768
LaFleur & Godfrey
Michigan
$664K – – –
PIA
769
Perennial Investment Advisors
California
$663K +$31.7K +135 +4%
OWM
770
OneAscent Wealth Management
Alabama
$656K +$767K +3,269 New
RHBC
771
R.H. Bluestein & Co
Michigan
$654K +$235 +1 +0%
SEC
772
Seven Eight Capital
New York
$652K +$762K +3,246 New
KIA
773
KCM Investment Advisors
California
$651K -$37.5K -160 -5%
SFA
774
Sequoia Financial Advisors
Ohio
$650K -$167K -711 -18%
HAG
775
HighPoint Advisor Group
Illinois
$647K +$739K +3,152 New
29 30
31
32 33