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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
801
Cornerstone Advisors (Washington)
Washington
$71K +$16K +90 +32%
TSW
802
Thompson Siegel & Walmsley
Virginia
$69K – – –
FMII
803
Farmers & Merchants Investments Inc
Nebraska
$68K +$1.6K +9 +3%
PMFA
804
Plante Moran Financial Advisors
Michigan
$62K +$1.6K +9 +3%
KPCM
805
Kings Point Capital Management
New York
$59K – – –
RFA
806
Reilly Financial Advisors
California
$55K +$10.7K +60 +27%
NSIM
807
North Star Investment Management
Illinois
$52K – – –
PCP
808
Proficio Capital Partners
Massachusetts
$52K – – –
THWM
809
Taylor Hoffman Wealth Management
Virginia
$52K – – –
PFGIA
810
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$16K +90 +50%
NFG
811
Next Financial Group
Texas
$52K +$48.5K +273 New
TG
812
TLP Group
Illinois
$51K +$47.4K +267 New
QCG
813
Quadrant Capital Group
Ohio
$47K +$1.6K +9 +3%
TIM
814
Tortoise Investment Management
New York
$46K -$459K -2,586 -91%
AA
815
AlphaMark Advisors
Kentucky
$46K -$3.73K -21 -8%
PFBT
816
Parkside Financial Bank & Trust
Missouri
$46K +$1.6K +9 +4%
OIA
817
OneDigital Investment Advisors
Kansas
$45K +$15.4K +87 +58%
WPA
818
West Paces Advisors
Georgia
$43.6K – – –
JCM
819
Jacobi Capital Management
Pennsylvania
$43K – – –
VIA
820
Vantage Investment Advisors
Pennsylvania
$43K – – –
GI
821
Gradient Investments
Minnesota
$43K +$40K +225 New
TFO
822
Tarbox Family Office
California
$41K -$1.06K -6 -3%
MWPCG
823
Measured Wealth Private Client Group
New Hampshire
$41K +$38.9K +219 New
FC
824
Ferris Capital
Massachusetts
$38K -$3.2K -18 -8%
CFA
825
Carroll Financial Associates
North Carolina
$35K – – –
31 32
33
34 35