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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
851
QCM Cayman
Texas
$228K +$215K +1,200 New
TSWM
852
Triangle Securities Wealth Management
North Carolina
$228K +$215K +1,200 New
JIM
853
Jupiter Investment Management
United Kingdom
$228K +$216K +1,203 New
MAM
854
Meeder Asset Management
Ohio
$226K +$30.7K +171 +17%
TFS
855
TrustCore Financial Services
Tennessee
$225K +$28K +156 +15%
VFA
856
Values First Advisors
Tennessee
$224K +$211K +1,179 New
PWAC
857
Private Wealth Advisors (California)
California
$222K +$210K +1,170 New
HS
858
Haafor (Singapore)
Singapore
$221K +$209K +1,164 New
GRP
859
Global Retirement Partners
California
$219K +$41.9K +234 +25%
B
860
Bellecapital
Switzerland
$219K +$207K +1,152 New
WIC
861
Whitegate Investment Counselors
New Hampshire
$219K +$207K +1,152 New
PAS
862
Partnervest Advisory Services
California
$219K +$207K +1,155 New
SIC
863
SFE Investment Counsel
California
$215K -$16.7K -93 -8%
RICHC
864
Renaissance Investment Consultants Holding Company
Pennsylvania
$214K +$169K +945 New
GKWIM
865
Gerber Kawasaki Wealth & Investment Management
California
$213K +$202K +1,125 New
CIAS
866
Capital Investment Advisory Services
North Carolina
$211K +$199K +1,110 New
AAP
867
Arax Advisory Partners
Colorado
$210K +$56.5K +315 +40%
TPWA
868
TRUE Private Wealth Advisors
Oregon
$209K +$12.9K +72 +7%
QCG
869
Quadrant Capital Group
Ohio
$208K -$6.99K -39 -3%
PP
870
Paloma Partners
Connecticut
$207K +$132K +738 +208%
FSC
871
Full Sail Capital
Oklahoma
$206K +$162K +903 New
UCMOK
872
United Capital Management of KS
Kansas
$206K +$194K +1,083 New
FP
873
Financial Perspectives
Minnesota
$205K – – –
OPS
874
Orion Portfolio Solutions
Nebraska
$205K +$40.3K +225 +26%
CIC
875
Crawford Investment Counsel
Georgia
$205K +$193K +1,077 New
33 34
35
36 37