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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
926
Alhambra Investment Management
Florida
$2.23M – – –
SAM
927
Strategy Asset Managers
California
$2.22M +$690K +1,247 +39%
UFF
928
USA Financial Formulas
Michigan
$2.22M +$1.18M +2,128 +91%
WF
929
WoodTrust Financial
Wisconsin
$2.21M +$138K +250 +6%
LFG
930
Larson Financial Group
Missouri
$2.21M +$199K +359 +9%
SSWM
931
Smith Salley Wealth Management
North Carolina
$2.19M +$2.03M +3,663 +485%
BP
932
Ballentine Partners
Massachusetts
$2.19M +$220K +398 +10%
ELI
933
Empire Life Investments
Ontario, Canada
$2.18M -$248K -448 -9%
EHI
934
Eagle Health Investments
Connecticut
$2.17M – – –
IP
935
Intellectus Partners
California
$2.17M +$58.1K +105 +2%
MOS
936
MGO One Seven
Ohio
$2.17M +$140K +254 +6%
FCT
937
Family Capital Trust
Massachusetts
$2.17M – – –
ACM
938
Alamar Capital Management
California
$2.16M -$91.8K -166 -4%
LC
939
Lavaca Capital
Texas
$2.14M +$664K +1,200 +38%
EPAM
940
Evelyn Partners Asset Management
$2.14M +$49.8K +90 +2%
EIA
941
Eastover Investment Advisors
North Carolina
$2.14M +$25.4K +46 +1%
WWM
942
Western Wealth Management
Colorado
$2.14M -$218K -395 -8%
HCM
943
Hollencrest Capital Management
California
$2.13M -$37.6K -68 -2%
ECM
944
Evergreen Capital Management
Washington
$2.12M +$11.1K +20 +0.5%
AWM
945
Angeles Wealth Management
California
$2.11M +$31K +56 +1%
GCM
946
Geneva Capital Management
Wisconsin
$2.11M +$306K +553 +15%
VFA
947
Valeo Financial Advisors
Indiana
$2.1M +$31.5K +57 +1%
LA
948
Legacy Advisors
Pennsylvania
$2.09M -$345K -623 -13%
SAM
949
Smartleaf Asset Management
Massachusetts
$2.09M +$118K +214 +5%
GD
950
Grandfield & Dodd
New York
$2.08M – – –
36 37
38
39 40