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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
776
Integrated Wealth Concepts
Massachusetts
$1.21M +$84.6K +271 +7%
ATC
777
Argent Trust Co
Tennessee
$1.2M -$7.81K -25 -0.6%
CSS
778
Cubist Systematic Strategies
Connecticut
$1.2M -$478K -1,532 -27%
CA
779
CoreCap Advisors
Michigan
$1.2M +$1.28M +4,103 New
HI
780
Horizon Investments
North Carolina
$1.2M +$40.9K +131 +3%
AIM
781
Anchor Investment Management
South Carolina
$1.19M +$52.2K +167 +4%
RWB
782
RMR Wealth Builders
New Jersey
$1.19M +$508K +1,628 +67%
MCM
783
McRae Capital Management
New Jersey
$1.19M – – –
TAM
784
Trust Asset Management
Texas
$1.18M – – –
HHGA
785
Halbert Hargrove Global Advisors
California
$1.18M +$1.26M +4,025 New
CB
786
CNB Bank
Pennsylvania
$1.17M +$69.6K +223 +6%
LJAC
787
L.J. Altfest & Co
New York
$1.17M +$115K +367 +10%
CAG
788
Crestwood Advisors Group
Massachusetts
$1.17M +$740K +2,368 +146%
TCM
789
Traynor Capital Management
Pennsylvania
$1.16M +$285K +912 +30%
LB
790
Legacy Bridge
Iowa
$1.16M +$1.15M +3,697 +1,422%
HH
791
Hilltop Holdings
Texas
$1.16M +$101K +324 +9%
STA
792
Summit Trail Advisors
New York
$1.15M -$131K -419 -10%
KWM
793
Kingsview Wealth Management
Oregon
$1.15M +$131K +420 +12%
GAG
794
GM Advisory Group
New York
$1.14M +$48.7K +156 +4%
FRA
795
Frank Rimerman Advisors
California
$1.14M – – –
BFM
796
Boston Financial Management
Massachusetts
$1.14M +$23.4K +75 +2%
WAP
797
Wealthcare Advisory Partners
Pennsylvania
$1.14M +$9.68K +31 +0.8%
SWM
798
Segment Wealth Management
Texas
$1.13M +$161K +515 +15%
SAM
799
Strategy Asset Managers
California
$1.13M +$574K +1,838 +91%
NCGI
800
Next Century Growth Investors
Minnesota
$1.12M – – –
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