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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
951
Mizuho Securities
Japan
$630K -$1.41M -4,090 -70%
FPAS
952
Focus Partners Advisor Solutions
Missouri
$629K +$602K +1,751 New
EAMA
953
EFG Asset Management (Americas)
Florida
$621K +$11.4K +33 +2%
WH
954
Willner & Heller
California
$621K +$215K +625 New
PFS
955
Prospera Financial Services
Texas
$616K +$214K +621 +57%
FFM
956
Forum Financial Management
Illinois
$615K +$589K +1,712 New
WPC
957
Waters Parkerson & Co
Louisiana
$613K +$17.9K +52 +3%
GA
958
GraniteShares Advisors
New York
$612K +$586K +1,704 New
PCA
959
Personal Capital Advisors
California
$608K +$94.6K +275 +19%
CYG
960
Clean Yield Group
Vermont
$605K – – –
EI
961
Ellevest Inc
New York
$604K +$21K +61 +4%
SP
962
Symmetry Partners
Connecticut
$601K -$1.15M -3,348 -67%
SIC
963
SFE Investment Counsel
California
$601K +$3.44K +10 +0.6%
VCA
964
Verdence Capital Advisors
Maryland
$600K +$4.47K +13 +0.8%
B
965
Bellecapital
Switzerland
$599K +$574K +1,668 New
RCM
966
RB Capital Management
Nevada
$597K +$58.8K +171 +11%
CAC
967
Cowen and Company
New York
$594K +$569K +1,654 New
RMC
968
Resources Management Corp
Connecticut
$593K – – –
CMI
969
Clare Market Investments
Texas
$590K +$157K +455 +38%
BHB
970
Bank Hapoalim BM
Israel
$590K -$70.9K -206 -11%
AAS
971
Ameritas Advisory Services
Nebraska
$585K +$560K +1,627 New
APP
972
Alpha Paradigm Partners
Illinois
$585K +$560K +1,628 New
AA
973
Auxano Advisors
Washington
$578K – – –
WOSD
974
WFA of San Diego
California
$577K – – –
MC
975
Machina Capital
France
$575K +$550K +1,600 New
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39
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