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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
876
Avestar Capital
New York
$2.29M -$287K -598 -10%
AWA
877
Aaron Wealth Advisors
Illinois
$2.29M +$1.25M +2,602 +103%
SCI
878
S&CO Inc
Massachusetts
$2.29M – – –
VVP
879
Venture Visionary Partners
Ohio
$2.28M +$270K +562 +12%
EHC
880
Everett Harris & Co
California
$2.27M – – –
GJWM
881
Gilliland Jeter Wealth Management
Arkansas
$2.27M +$83K +173 +4%
HBT
882
Hills Bank & Trust
Iowa
$2.27M – – –
CCM
883
Conway Capital Management
California
$2.26M -$74.9K -156 -3%
MGP
884
M&G plc
United Kingdom
$2.25M – – –
CAG
885
Crestwood Advisors Group
Massachusetts
$2.24M +$74.9K +156 +3%
TFS
886
Thoroughbred Financial Services
Tennessee
$2.24M -$883K -1,840 -27%
MIM
887
Marco Investment Management
Georgia
$2.24M +$438K +913 +22%
JPWM
888
Jamison Private Wealth Management
Georgia
$2.23M +$190K +395 +9%
TFA
889
Teamwork Financial Advisors
Texas
$2.23M -$14.7M -30,617 -86%
CAM
890
Close Asset Management
United Kingdom
$2.21M -$240K -500 -9%
WWM
891
Western Wealth Management
Colorado
$2.2M -$391K -815 -14%
VFA
892
Valeo Financial Advisors
Indiana
$2.2M +$177K +368 +8%
BFC
893
Blue Fin Capital
Rhode Island
$2.2M -$209K -435 -8%
FWP
894
FAS Wealth Partners
Kansas
$2.2M +$87.3K +182 +4%
CA
895
Cullinan Associates
Kentucky
$2.19M – – –
KCM
896
Kornitzer Capital Management
Kansas
$2.19M -$25.4K -53 -1%
ONB
897
Old National Bancorp
Indiana
$2.18M -$509K -1,061 -18%
AM
898
Account Management
Massachusetts
$2.18M – – –
BJL
899
Brighton Jones LLC
Washington
$2.17M -$89.7K -187 -4%
PIM
900
Platinum Investment Management
Australia
$2.17M +$2.14M +4,457 +1,146%
34 35
36
37 38