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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
876
Insigneo Advisory Services
Florida
$1.3M +$149K +393 +14%
QWM
877
Quadcap Wealth Management
Texas
$1.3M -$128K -338 -9%
FMB
878
Field & Main Bank
Kentucky
$1.3M +$27.6K +73 +2%
BP
879
Ballentine Partners
Massachusetts
$1.29M +$143K +379 +13%
CWM
880
Circle Wealth Management
New Jersey
$1.27M +$71K +188 +6%
FNT
881
First National Trust
Pennsylvania
$1.27M +$19.3K +51 +2%
VVP
882
Venture Visionary Partners
Ohio
$1.26M +$38.5K +102 +3%
AIA
883
Alera Investment Advisors
Illinois
$1.25M -$1.51K -4 -0.1%
VFA
884
Valeo Financial Advisors
Indiana
$1.24M +$138K +364 +12%
MCC
885
Money Concepts Capital
Florida
$1.24M -$17.8K -47 -1%
MC
886
Martin Currie
United Kingdom
$1.23M -$198K -523 -14%
AWM
887
AE Wealth Management
Kansas
$1.23M -$10.6M -27,983 -90%
WWM
888
Western Wealth Management
Colorado
$1.22M -$213K -565 -16%
QI
889
Qtron Investments
Massachusetts
$1.21M – – –
PIMJS
890
PKO Investment Management Joint-Stock
Poland
$1.2M -$1.89M -5,000 -63%
LIM
891
Leavell Investment Management
Alabama
$1.2M +$41.2K +109 +4%
GM
892
GeoWealth Management
Illinois
$1.2M +$295K +782 +35%
BCWM
893
Bartlett & Co Wealth Management
Ohio
$1.2M -$4.16K -11 -0.4%
UB
894
Umpqua Bank
Oregon
$1.2M +$1.14M +3,004 New
AA
895
AlphaCentric Advisors
Puerto Rico
$1.2M -$283K -750 -20%
IIC
896
Ironwood Investment Counsel
Arizona
$1.2M -$44.2K -117 -4%
AFG
897
Albion Financial Group
Utah
$1.2M – – –
CCB
898
Country Club Bank
Missouri
$1.19M -$44.6K -118 -4%
RMCM
899
Reynders McVeigh Capital Management
Massachusetts
$1.18M +$22.7K +60 +2%
FHA
900
Flagship Harbor Advisors
Massachusetts
$1.18M +$62.7K +166 +6%
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36
37 38