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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
951
Stokes Family Office
Louisiana
$488K +$126K +430 +36%
PI
952
PFS Investments
Georgia
$488K +$189K +647 +67%
SSG
953
Summit Securities Group
New York
$488K +$473K +1,619 New
AA
954
Auxano Advisors
Washington
$485K – – –
PCA
955
Personal Capital Advisors
California
$484K -$42.4K -145 -8%
RMC
956
Resources Management Corp
Connecticut
$483K -$14.6K -50 -3%
TCM
957
Traynor Capital Management
Pennsylvania
$480K -$3.11M -10,662 -87%
WOSD
958
WFA of San Diego
California
$477K -$7.3K -25 -2%
AMC
959
Asset Management Corp
Illinois
$477K +$6.13K +21 +1%
TNBTD
960
Trustmark National Bank Trust Department
Mississippi
$475K -$2.2M -7,526 -83%
CA
961
Cambridge Advisors
Nebraska
$473K – – –
WWM
962
Windsor Wealth Management
Indiana
$470K +$21.9K +75 +5%
MWM
963
Minot Wealth Management
Massachusetts
$465K -$493K -1,689 -52%
TFS
964
TrustCore Financial Services
Tennessee
$464K +$330K +1,129 +277%
IWC
965
Integrated Wealth Concepts
Massachusetts
$462K -$65.1K -223 -13%
CT
966
Caldwell Trust
Florida
$461K – – –
SIC
967
SFE Investment Counsel
California
$456K -$47K -161 -10%
AWM
968
Avior Wealth Management
Nebraska
$455K -$99.6K -341 -18%
CA
969
Cullinan Associates
Kentucky
$453K – – –
LIM
970
Leavell Investment Management
Alabama
$453K – – –
MOS
971
MGO One Seven
Ohio
$453K +$57.6K +197 +15%
CSWM
972
Cassady Schiller Wealth Management
Ohio
$453K +$132K +451 +43%
LFAS
973
Level Four Advisory Services
Texas
$452K +$49.4K +169 +13%
TW
974
TrinityPoint Wealth
Connecticut
$449K +$38.3K +131 +10%
FBB
975
Fulton Breakefield Broenniman
Maryland
$447K +$433K +1,482 New
37 38
39
40 41