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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIC
876
Gamble Jones Investment Counsel
California
$205K +$194K +1,080 New
TFA
877
Teamwork Financial Advisors
Texas
$202K +$190K +1,062 New
SC
878
Scholtz & Company
Connecticut
$202K +$191K +1,065 New
WF
879
WoodTrust Financial
Wisconsin
$202K +$191K +1,065 New
HWA
880
Heritage Wealth Advisors
Virginia
$199K – – –
SBSB
881
Sullivan, Bruyette, Speros & Blaney
Virginia
$188K +$1.61K +9 +0.9%
BFIM
882
Beese Fulmer Investment Management
Ohio
$180K +$170K +948 New
AIM
883
Acropolis Investment Management
Missouri
$179K – – –
ABC
884
Associated Banc-Corp
Wisconsin
$179K +$51.1K +285 +43%
CAM
885
Columbia Asset Management
Michigan
$178K +$323K +1,800 New
VFA
886
Valeo Financial Advisors
Indiana
$176K +$53.8K +300 +48%
TWA
887
TCI Wealth Advisors
Arizona
$164K -$3.76K -21 -2%
SMG
888
Spectrum Management Group
Indiana
$157K – – –
AIM
889
Anchor Investment Management
South Carolina
$152K +$5.38K +30 +4%
EI
890
Ellevest Inc
New York
$151K +$61.8K +345 +77%
TPCW
891
TD Private Client Wealth
New York
$145K +$538 +3 +0.4%
WB
892
West Bancorporation
Iowa
$142K – – –
KLWA
893
Kelly Lawrence W & Associates
California
$139K – – –
C
894
Cerebellum
California
$127K +$187K +1,041 New
EP
895
Eudaimonia Partners
Tennessee
$123K – – –
LTI
896
Laffer Tengler Investments
Tennessee
$117K +$111K +618 New
OHS
897
Odey Holdings (Switzerland)
Switzerland
$114K -$21.5K -120 -17%
WEC
898
Winslow Evans & Crocker
Massachusetts
$109K +$37.1K +207 +57%
BWM
899
BerganKDV Wealth Management
Minnesota
$108K +$1.61K +9 +2%
AF
900
Advisornet Financial
Minnesota
$107K +$53.8K +300 +114%
34 35
36
37 38