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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
901
SPC Financial Inc
Maryland
$552K -$10.1K -30 -2%
SIC
902
SFE Investment Counsel
California
$551K – – –
SC
903
Savant Capital
Illinois
$551K +$31.2K +93 +6%
NFG
904
Nations Financial Group
Iowa
$549K -$5.04K -15 -0.9%
VCA
905
Verdence Capital Advisors
Maryland
$549K +$101K +300 +22%
WPC
906
Waters Parkerson & Co
Louisiana
$548K – – –
RMC
907
Resources Management Corp
Connecticut
$547K – – –
PAM
908
Paradigm Asset Management
New York
$547K -$101K -300 -15%
MSR
909
Main Street Research
Connecticut
$543K +$550K +1,638 New
AWA
910
Arete Wealth Advisors
Illinois
$539K -$167K -498 -23%
MC
911
Matisse Capital
Oregon
$538K – – –
EI
912
Ellevest Inc
New York
$537K +$11.1K +33 +2%
PFO
913
Pathstone Family Office
New Jersey
$534K +$26.2K +78 +5%
AA
914
Auxano Advisors
Washington
$533K -$252K -750 -32%
WOSD
915
WFA of San Diego
California
$532K – – –
CT
916
Caldwell Trust
Florida
$528K – – –
CCG
917
Cypress Capital Group
Florida
$527K -$108K -321 -17%
CA
918
Cambridge Advisors
Nebraska
$520K +$47.3K +141 +10%
HI
919
Harbour Investments
Wisconsin
$519K -$5.04K -15 -0.9%
RWA
920
Ropes Wealth Advisors
Massachusetts
$518K +$31.2K +93 +6%
AMC
921
Asset Management Corp
Illinois
$517K – – –
WWM
922
Windsor Wealth Management
Indiana
$516K – – –
TFA
923
Teamwork Financial Advisors
Texas
$516K +$34.3K +102 +7%
CCM
924
Coldstream Capital Management
Washington
$514K -$2.5M -7,455 -77%
GCP
925
GSA Capital Partners
United Kingdom
$510K +$160K +477 +45%
35 36
37
38 39