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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
926
Values First Advisors
Tennessee
$360K +$135K +574 +47%
GAA
927
Green Alpha Advisors
Colorado
$359K +$419K +1,787 New
NIM
928
NuWave Investment Management
New Jersey
$358K +$419K +1,786 New
BS
929
Bessemer Securities
New York
$355K – – –
JIC
930
Joel Isaacson & Co
New York
$353K -$115K -492 -22%
MTIC
931
Missouri Trust & Investment Company
Missouri
$352K – – –
HWA
932
Heritage Wealth Advisors
Virginia
$352K +$130K +556 +46%
EI
933
Ellevest Inc
New York
$351K -$42.2K -180 -9%
FPAS
934
Focus Partners Advisor Solutions
Missouri
$347K +$1.64K +7 +0.4%
GAM
935
Gotham Asset Management
New York
$343K -$440K -1,875 -52%
LSPW
936
Lake Street Private Wealth
Illinois
$343K +$153K +651 +62%
MWM
937
Modera Wealth Management
New Jersey
$341K -$704 -3 -0.2%
FFN
938
Focus Financial Network
Minnesota
$336K -$25.1K -107 -6%
SP
939
Symmetry Partners
Connecticut
$336K – – –
AWM
940
Altium Wealth Management
New York
$334K -$733K -3,125 -65%
PHIC
941
Pine Haven Investment Counsel
Massachusetts
$333K +$2.35K +10 +0.6%
MSAM
942
Moloney Securities Asset Management
Missouri
$333K +$389K +1,659 New
WWM
943
Windsor Wealth Management
Indiana
$332K -$1.41K -6 -0.4%
WPC
944
Waters Parkerson & Co
Louisiana
$332K – – –
AA
945
Auxano Advisors
Washington
$332K +$10.6K +45 +3%
SFI
946
SPC Financial Inc
Maryland
$331K – – –
SCP
947
Stamos Capital Partners
California
$329K – – –
RWM
948
Ritholtz Wealth Management
New York
$328K -$51.6K -220 -12%
CMS
949
Capital Market Strategies
Florida
$327K – – –
GCP
950
GSA Capital Partners
United Kingdom
$327K +$382K +1,628 New
36 37
38
39 40