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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
826
Kelly Lawrence W & Associates
California
$82K – – –
AF
827
Advisornet Financial
Minnesota
$79K -$30.9K -174 -29%
CAW
828
Cornerstone Advisors (Washington)
Washington
$79K +$10.1K +57 +16%
BCA
829
Berman Capital Advisors
Georgia
$78K +$27.2K +153 +59%
RFWA
830
RPg Family Wealth Advisory
Massachusetts
$77.6K +$61.3K +345 +548%
GEA
831
Glen Eagle Advisors
New Jersey
$72.5K – – –
HS
832
Horan Securities
United States
$72K – – –
FMII
833
Farmers & Merchants Investments Inc
Nebraska
$72K +$4.26K +24 +7%
QAM
834
QCI Asset Management
New York
$71K – – –
CFGS
835
Concourse Financial Group Securities
Alabama
$70K -$97K -546 -59%
TSW
836
Thompson Siegel & Walmsley
Virginia
$68K – – –
RA
837
Rational Advisors
New York
$67K +$55.5K +312 +743%
PFO
838
Pathstone Family Office
New Jersey
$66K – – –
WTB
839
Washington Trust Bank
Washington
$65K +$40K +225 +192%
WCM
840
WealthBridge Capital Management
Ohio
$64K -$2.13K -12 -3%
PFBT
841
Parkside Financial Bank & Trust
Missouri
$62K -$28.8K -162 -33%
MNBTD
842
Moody National Bank Trust Division
Texas
$61K +$14.9K +84 +35%
RIA
843
Realta Investment Advisors
Delaware
$61K +$56K +315 New
PCG
844
Private Capital Group
Connecticut
$60K -$10.1K -57 -15%
PMFA
845
Plante Moran Financial Advisors
Michigan
$60K – – –
KPCM
846
Kings Point Capital Management
New York
$58K – – –
QCIG
847
Quad-Cities Investment Group
Iowa
$57K – – –
BWA
848
BDO Wealth Advisors
Florida
$57K +$10.7K +60 +25%
MSFP
849
Mark Sheptoff Financial Planning
Connecticut
$57K +$53.3K +300 New
PFGIA
850
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$1.07K +6 +2%
32 33
34
35 36