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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
951
Quadrant Capital Group
Ohio
$324K -$8.94K -36 -3%
CIM
952
Contravisory Investment Management
Massachusetts
$322K +$293K +1,182 New
VWM
953
Vigilare Wealth Management
Arizona
$320K +$38K +153 +15%
BCM
954
Brookstone Capital Management
Illinois
$319K -$87.9K -354 -23%
PWAC
955
Private Wealth Advisors (California)
California
$316K – – –
VFA
956
Values First Advisors
Tennessee
$315K -$745 -3 -0.3%
PNAA
957
Pictet North America Advisors
Switzerland
$315K – – –
CAG
958
Crestwood Advisors Group
Massachusetts
$313K +$37.2K +150 +15%
TSS
959
Two Sigma Securities
New York
$313K +$285K +1,146 New
EWA
960
Exencial Wealth Advisors
Oklahoma
$312K -$127K -513 -31%
HB
961
Homrich & Berg
Georgia
$309K +$282K +1,134 New
CMI
962
Clare Market Investments
Texas
$307K -$7.45K -30 -3%
XM
963
XTX Markets
New York
$306K -$137K -552 -33%
EI
964
Ellevest Inc
New York
$306K +$58.1K +234 +26%
BP
965
Ballentine Partners
Massachusetts
$305K -$124K -501 -31%
CCA
966
Cobblestone Capital Advisors
New York
$304K +$34.3K +138 +14%
CIAS
967
Capital Investment Advisory Services
North Carolina
$303K +$37.2K +150 +16%
GSWM
968
Golden State Wealth Management
California
$301K -$56.6K -228 -17%
EAMA
969
EFG Asset Management (Americas)
Florida
$299K -$49.2K -198 -15%
PCM
970
Prelude Capital Management
New York
$297K -$123K -495 -31%
EWA
971
Encompass Wealth Advisors
Oregon
$297K +$270K +1,089 New
GJIC
972
Gamble Jones Investment Counsel
California
$295K – – –
FP
973
Financial Perspectives
Minnesota
$295K – – –
ACM
974
Advisors Capital Management
New Jersey
$294K -$145K -582 -35%
VDI
975
Vaughan David Investments
Illinois
$294K -$21.6K -87 -7%
37 38
39
40 41