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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
801
Avestar Capital
New York
$524K -$134K -625 -18%
WA
802
Wambolt & Associates
Colorado
$524K +$12.5K +58 +2%
QCG
803
Quadrant Capital Group
Ohio
$519K +$85.7K +399 +17%
SPWM
804
Schrum Private Wealth Management
Florida
$518K – – –
PPP
805
Private Portfolio Partners
New Jersey
$513K – – –
CSIC
806
Clifford Swan Investment Counsel
California
$512K -$48.3K -225 -8%
CGI
807
Comgest Global Investors
France
$512K +$18K +84 +3%
SS
808
Sunbelt Securities
Texas
$510K – – –
SIM
809
Sentry Investment Management
Wisconsin
$508K +$40.4K +188 +7%
JGGDR
810
JGP Global Gestao de Recursos
Brazil
$504K +$3.44K +16 +0.6%
KLCM
811
KG&L Capital Management
Louisiana
$502K -$21.3K -99 -4%
FC
812
Financial Consulate
Maryland
$500K +$85.9K +400 +18%
TTWM
813
TCV Trust & Wealth Management
Virginia
$498K +$3.65K +17 +0.6%
EFS
814
Essex Financial Services
Connecticut
$494K -$20.4K -95 -3%
DWA
815
Douglass Winthrop Advisors
New York
$494K -$12.7K -59 -2%
FMLI
816
Fukoku Mutual Life Insurance
Japan
$492K – – –
DIA
817
Dana Investment Advisors
Wisconsin
$492K +$43.4K +202 +8%
CPO
818
Cerity Partners OCIO
New York
$491K +$30.5K +142 +6%
CWM
819
Circle Wealth Management
New Jersey
$491K +$132K +615 +31%
AIM
820
Anchor Investment Management
South Carolina
$490K +$53.7K +250 +11%
CCM
821
Covington Capital Management
California
$482K +$1.93K +9 +0.4%
MFG
822
Merit Financial Group
Georgia
$481K -$6.87K -32 -1%
FNT
823
First National Trust
Pennsylvania
$478K -$644 -3 -0.1%
TF
824
TIAA FSB
Florida
$477K -$8.09M -37,664 -94%
ESCM
825
Echo Street Capital Management
New York
$475K +$279K +1,301 +106%
31 32
33
34 35