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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
951
Windsor Wealth Management
Indiana
$307K +$1.93K +9 +0.6%
FBB
952
Fulton Breakefield Broenniman
Maryland
$302K +$41.9K +195 +14%
FHC
953
First Heartland Consultants
Missouri
$301K -$42.3K -197 -11%
EAMA
954
EFG Asset Management (Americas)
Florida
$300K -$1.5K -7 -0.4%
RMC
955
Resources Management Corp
Connecticut
$300K – – –
BFO
956
Biltmore Family Office
North Carolina
$300K +$38.7K +180 +13%
CSWM
957
Cassady Schiller Wealth Management
Ohio
$296K +$16.3K +76 +5%
BWP
958
BSW Wealth Partners
Colorado
$296K +$67.4K +314 +25%
CA
959
Cambridge Advisors
Nebraska
$294K – – –
DBRC
960
D.B. Root & Company
Pennsylvania
$293K +$337K +1,568 New
BP
961
Ballentine Partners
Massachusetts
$292K +$68.1K +317 +26%
C
962
Certuity
Florida
$291K +$333K +1,550 New
IWM
963
IHT Wealth Management
Illinois
$291K +$334K +1,554 New
WA
964
Waverly Advisors
Alabama
$288K +$331K +1,539 New
ANTB
965
AMG National Trust Bank
Colorado
$287K +$55.2K +257 +20%
MMM
966
Mendel Money Management
Illinois
$286K – – –
CT
967
Caldwell Trust
Florida
$286K – – –
AMC
968
Asset Management Corp
Illinois
$285K – – –
SB
969
Strategic Blueprint
Georgia
$284K -$62.9K -293 -16%
SIC
970
SFE Investment Counsel
California
$284K +$430 +2 +0.1%
APA
971
American Portfolios Advisors
New York
$283K +$859 +4 +0.3%
ITFISA
972
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$281K -$322K -1,500 -50%
CA
973
Cullinan Associates
Kentucky
$281K – – –
HWA
974
HCR Wealth Advisors
California
$280K +$26.6K +124 +9%
CG
975
Colony Group
Massachusetts
$279K -$260K -1,212 -45%
37 38
39
40 41