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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
876
Nations Financial Group
Iowa
$330K -$16.2K -72 -5%
MFW
877
Meristem Family Wealth
Minnesota
$330K – – –
VWA
878
V Wealth Advisors
Kansas
$328K -$230K -1,026 -43%
IA
879
IFP Advisors
Florida
$327K +$12.1K +54 +4%
WA
880
Wealth Alliance
New York
$327K +$311K +1,383 New
RCAG
881
Rehmann Capital Advisory Group
Michigan
$324K -$12.1K -54 -4%
TFGT
882
TS Financial Group (TSFG)
Illinois
$323K -$34.4K -153 -10%
AFS
883
Access Financial Services
Minnesota
$323K – – –
CAM
884
Claret Asset Management
Quebec, Canada
$322K -$2.02K -9 -0.7%
MCM
885
MAI Capital Management
Ohio
$318K -$35K -156 -10%
GBT
886
Grove Bank & Trust
Florida
$318K +$302K +1,344 New
GSWM
887
Golden State Wealth Management
California
$315K -$57.3K -255 -16%
WA
888
Wambolt & Associates
Colorado
$314K -$46.5K -207 -14%
DP
889
Dearborn Partners
Illinois
$314K – – –
RWA
890
Ropes Wealth Advisors
Massachusetts
$314K – – –
CG
891
Colony Group
Massachusetts
$312K +$296K +1,320 New
BSW
892
Buckingham Strategic Wealth
Missouri
$311K -$93.6K -417 -24%
CIC
893
Crawford Investment Counsel
Georgia
$311K +$53.9K +240 +22%
EAMA
894
EFG Asset Management (Americas)
Florida
$306K +$290K +1,293 New
FMWA
895
Forvis Mazars Wealth Advisors
Missouri
$304K +$12.8K +57 +5%
ZIC
896
ZWJ Investment Counsel
Georgia
$302K – – –
LFAS
897
Level Four Advisory Services
Texas
$299K -$181K -807 -39%
MGIM
898
M&G Investment Management
United Kingdom
$297K -$33K -147 -10%
GLA
899
Great Lakes Advisors
Illinois
$297K +$282K +1,254 New
SC
900
Scholtz & Company
Connecticut
$295K +$41.1K +183 +17%
34 35
36
37 38