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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
826
Zions Bancorporation
Utah
$193K +$150K +819 +233%
PI
827
PineBridge Investments
New York
$181K +$201K +1,095 New
QCG
828
Quadrant Capital Group
Ohio
$180K +$25.8K +141 +14%
FP
829
Financial Perspectives
Minnesota
$178K – – –
HWA
830
Heritage Wealth Advisors
Virginia
$173K – – –
TPWA
831
TRUE Private Wealth Advisors
Oregon
$169K -$28K -153 -13%
TFS
832
TrustCore Financial Services
Tennessee
$169K – – –
MAM
833
Meeder Asset Management
Ohio
$168K +$54.9K +300 +42%
SMFG
834
Sumitomo Mitsui Financial Group
Japan
$165K -$477K -2,607 -73%
SBSB
835
Sullivan, Bruyette, Speros & Blaney
Virginia
$162K +$16.5K +90 +10%
AIC
836
Ameritas Investment Company
Nebraska
$156K -$903K -4,932 -84%
AIM
837
Acropolis Investment Management
Missouri
$156K – – –
GRP
838
Global Retirement Partners
California
$152K +$8.79K +48 +6%
TWA
839
TCI Wealth Advisors
Arizona
$146K +$38.5K +210 +31%
ETC
840
Exchange Traded Concepts
Oklahoma
$146K +$69.2K +378 +75%
HIIFS
841
Harel Insurance Investments & Financial Services
Israel
$145K +$15.4K +84 +11%
OPS
842
Orion Portfolio Solutions
Nebraska
$141K +$39K +213 +33%
SMG
843
Spectrum Management Group
Indiana
$136K +$151K +825 New
AAP
844
Arax Advisory Partners
Colorado
$130K -$3.85K -21 -3%
AIM
845
Anchor Investment Management
South Carolina
$127K +$60.4K +330 +75%
TPCW
846
TD Private Client Wealth
New York
$126K -$8.79K -48 -6%
WB
847
West Bancorporation
Iowa
$123K – – –
KLWA
848
Kelly Lawrence W & Associates
California
$121K – – –
CAN
849
Claraphi Advisory Network
United States
$121K +$134K +732 New
OHS
850
Odey Holdings (Switzerland)
Switzerland
$119K +$132K +720 New
32 33
34
35 36