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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
801
Westmount Partners
California
$1.1M -$4.37K -14 -0.4%
KPWS
802
Kestra Private Wealth Services
Texas
$1.1M +$123K +395 +12%
SCM
803
Stevens Capital Management
Pennsylvania
$1.1M +$1.18M +3,763 New
JPWM
804
Jamison Private Wealth Management
Georgia
$1.1M +$1.17M +3,762 New
AA
805
AlphaCentric Advisors
Puerto Rico
$1.1M -$390K -1,250 -25%
CI
806
Cigna Investments
Connecticut
$1.09M -$151K -482 -11%
IB
807
Iyo Bank
Japan
$1.09M – – –
IFAM
808
Institutional & Family Asset Management
Colorado
$1.08M – – –
LFDLE
809
La Financiere de L'Echiquier
France
$1.07M -$142K -455 -11%
MFG
810
Merit Financial Group
Georgia
$1.06M +$65K +208 +6%
WSFS
811
Wilmington Savings Fund Society
Delaware
$1.05M -$4.06K -13 -0.4%
PFWA
812
Paces Ferry Wealth Advisors
Georgia
$1.05M -$8.12K -26 -0.7%
FA
813
FDx Advisors
Illinois
$1.05M -$614K -1,967 -35%
1WM
814
1900 Wealth Management
Texas
$1.05M +$931K +2,980 +499%
RWM
815
Ritholtz Wealth Management
New York
$1.04M +$221K +708 +25%
FLPIM
816
F.L. Putnam Investment Management
Massachusetts
$1.03M +$51.8K +166 +5%
1WA
817
180 Wealth Advisors
Washington
$1.03M -$6.87K -22 -0.6%
WWM
818
Western Wealth Management
Colorado
$1.03M +$152K +487 +16%
SPA
819
Sherbrooke Park Advisers
New York
$1.03M +$1.1M +3,516 New
BM
820
Brandywine Managers
Delaware
$1.02M – – –
VFA
821
Valeo Financial Advisors
Indiana
$1.02M +$177K +567 +19%
GA
822
Geller Advisors
New York
$1.02M -$36.2K -116 -3%
BFC
823
Bedel Financial Consulting
Indiana
$1.02M – – –
CC
824
Centiva Capital
New York
$1.01M +$1.08M +3,454 New
SP
825
SWS Partners
Ohio
$1M +$5.62K +18 +0.5%
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