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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WH
826
Willner & Heller
California
$1.55M -$34K -90 -2%
BFM
827
Boston Financial Management
Massachusetts
$1.54M – – –
JPWM
828
Jamison Private Wealth Management
Georgia
$1.54M +$1.89K +5 +0.1%
HCM
829
Howland Capital Management
Massachusetts
$1.53M -$157K -415 -10%
DA
830
Doliver Advisors
Texas
$1.53M -$180K -476 -11%
AA
831
ALPS Advisors
Colorado
$1.53M -$217K -575 -13%
VSQM
832
V-Square Quantitative Management
Illinois
$1.52M +$534K +1,414 +59%
AC
833
Avestar Capital
New York
$1.51M +$173K +458 +14%
WP
834
Westmount Partners
California
$1.5M – – –
AF
835
Alerus Financial
North Dakota
$1.5M -$15.1K -40 -1%
ISL
836
Ingalls & Snyder LLC
New York
$1.5M +$1.42M +3,753 New
PFS
837
Prospera Financial Services
Texas
$1.5M -$565K -1,494 -28%
RWM
838
Ritholtz Wealth Management
New York
$1.49M +$67.6K +179 +5%
MCP
839
Mirador Capital Partners
California
$1.49M +$121K +321 +9%
IB
840
Iyo Bank
Japan
$1.49M – – –
SC
841
Savant Capital
Illinois
$1.48M -$414K -1,095 -23%
CI
842
Cigna Investments
Connecticut
$1.48M -$13.6K -36 -1%
1WA
843
180 Wealth Advisors
Washington
$1.47M +$3.02K +8 +0.2%
SC
844
Syon Capital
California
$1.45M +$57.8K +153 +4%
SF
845
Summit Financial
New Jersey
$1.44M -$52.9K -140 -4%
WSFS
846
Wilmington Savings Fund Society
Delaware
$1.44M +$1.36M +3,603 New
KIA
847
Knollwood Investment Advisory
Maryland
$1.43M – – –
WAP
848
Wealthcare Advisory Partners
Pennsylvania
$1.43M +$6.42K +17 +0.5%
AG
849
Ascent Group
Virginia
$1.42M +$3.78K +10 +0.3%
PFWA
850
Paces Ferry Wealth Advisors
Georgia
$1.42M -$13.2K -35 -1%
32 33
34
35 36