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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
901
Cannell & Co
New York
$746K -$18.9K -55 -3%
S
902
Seeyond
France
$742K – – –
BCM
903
Brookstone Capital Management
Illinois
$741K -$1.71M -4,958 -68%
HA
904
HYA Advisors
Missouri
$739K -$1.42M -4,116 -67%
IP
905
Intellectus Partners
California
$739K -$10.3K -30 -1%
HSA
906
HBK Sorce Advisory
Pennsylvania
$738K +$16.9K +49 +2%
SWM
907
SeaCrest Wealth Management
New York
$731K +$83.9K +244 +14%
HC
908
Hamilton Capital
Ohio
$727K +$696K +2,024 New
MIM
909
Moseley Investment Management
Florida
$726K +$6.54K +19 +0.9%
SPWM
910
Schrum Private Wealth Management
Florida
$725K +$695K +2,019 New
CS
911
Cannell & Spears
New York
$722K – – –
WWM
912
Western Wealth Management
Colorado
$717K +$687K +1,997 New
PFO
913
Pathstone Family Office
New Jersey
$715K +$133K +386 +24%
CW
914
Connectus Wealth
Ohio
$707K +$677K +1,967 New
MCM
915
Manchester Capital Management
Vermont
$702K – – –
BFIM
916
Beese Fulmer Investment Management
Ohio
$702K +$5.85K +17 +0.9%
CAM
917
Concorde Asset Management
Michigan
$701K -$67.1K -195 -9%
RWM
918
Ritholtz Wealth Management
New York
$701K +$63.6K +185 +10%
ECM
919
EagleClaw Capital Management
Massachusetts
$701K +$191K +555 +40%
LC
920
Lindbrook Capital
California
$688K +$2.06K +6 +0.3%
WA
921
Wambolt & Associates
Colorado
$681K +$153K +446 +31%
GFS
922
GYL Financial Synergies
Connecticut
$679K +$38.2K +111 +6%
FWM
923
Foresight Wealth Management
Utah
$674K +$1.03K +3 +0.2%
FC
924
Financial Consulate
Maryland
$667K +$63.6K +185 +11%
FHC
925
First Heartland Consultants
Missouri
$666K +$344 +1 +0.1%
35 36
37
38 39