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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
801
GoalVest Advisory
New York
$719K -$193K -687 -23%
DBT
802
Dubuque Bank & Trust
Iowa
$713K -$21K -75 -3%
JIC
803
Joel Isaacson & Co
New York
$713K +$16.8K +60 +3%
FDCDDQ
804
Federation des caisses Desjardins du Quebec
Quebec, Canada
$710K -$136K -483 -17%
DIA
805
Dana Investment Advisors
Wisconsin
$708K -$32K -114 -5%
ZCM
806
Ziegler Capital Management
Illinois
$697K +$15.1K +54 +2%
HI
807
Harrington Investments
California
$692K +$23.6K +84 +4%
DWM
808
Dakota Wealth Management
Florida
$690K -$842 -3 -0.1%
DWT
809
Dorsey & Whitney Trust
South Dakota
$688K -$4.21K -15 -0.7%
DWA
810
Douglass Winthrop Advisors
New York
$686K – – –
HT
811
Heritage Trust
Oklahoma
$669K – – –
SBIA
812
Sheaff Brock Investment Advisors
Indiana
$667K – – –
HI
813
Horizon Investments
North Carolina
$666K +$16K +57 +3%
AFP
814
Ausdal Financial Partners
Iowa
$662K -$82.5K -294 -12%
HIA
815
Harbor Investment Advisory
Maryland
$661K -$90.9K -324 -13%
MAFM
816
Mid Atlantic Financial Management
Pennsylvania
$653K -$41.2K -147 -6%
CC
817
Cannell & Co
New York
$653K – – –
EWM
818
Endurance Wealth Management
Rhode Island
$651K – – –
LWMM
819
Legacy Wealth Management (Mississippi)
Mississippi
$648K – – –
KLCM
820
KG&L Capital Management
Louisiana
$645K -$110K -393 -16%
HIM
821
Hillsdale Investment Management
Ontario, Canada
$644K +$589K +2,100 New
AIC
822
Archer Investment Corporation
Indiana
$644K – – –
IP
823
Intellectus Partners
California
$640K +$20.2K +72 +4%
CTC
824
Central Trust Company
Missouri
$640K +$25.2K +90 +5%
FWM
825
Frontier Wealth Management
Missouri
$640K +$61.4K +219 +12%
31 32
33
34 35