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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
976
44 Wealth Management
Oregon
$293K +$267K +1,074 New
PCP
977
Proficio Capital Partners
Massachusetts
$292K +$11.2K +45 +4%
BCAM
978
Boston Common Asset Management
Massachusetts
$292K +$266K +1,071 New
LWAC
979
Laurel Wealth Advisors (California)
California
$288K +$8.94K +36 +4%
HWA
980
Heritage Wealth Advisors
Virginia
$286K – – –
MCWS
981
McKinley Carter Wealth Services
West Virginia
$286K – – –
FC
982
Financial Consulate
Maryland
$286K +$260K +1,047 New
VWA
983
Visionary Wealth Advisors
Illinois
$285K +$2.98K +12 +1%
RWM
984
Ritholtz Wealth Management
New York
$283K -$124K -498 -32%
RCM
985
RB Capital Management
Nevada
$282K +$12.7K +51 +5%
PFS
986
Prospera Financial Services
Texas
$279K +$95.3K +384 +60%
PM
987
Parametrica Management
Hong Kong
$278K -$1.6M -6,456 -86%
PAM
988
Palisade Asset Management
Minnesota
$278K – – –
TPWA
989
TRUE Private Wealth Advisors
Oregon
$274K -$23.8K -96 -9%
UCMOK
990
United Capital Management of KS
Kansas
$274K -$14.9K -60 -6%
LFAS
991
Level Four Advisory Services
Texas
$273K -$64.8K -261 -21%
AA
992
Argent Advisors
Louisiana
$272K – – –
SFO
993
Stokes Family Office
Louisiana
$272K +$2.23K +9 +0.9%
ACA
994
Affinity Capital Advisors
California
$272K +$248K +999 New
OIA
995
OneDigital Investment Advisors
Kansas
$272K +$248K +999 New
WF
996
WoodTrust Financial
Wisconsin
$270K -$18.6K -75 -7%
AIA
997
AIMZ Investment Advisors
California
$270K – – –
CIC
998
Chilton Investment Company
Connecticut
$270K – – –
AIM
999
Anchor Investment Management
South Carolina
$269K +$37.2K +150 +18%
VWM
1000
Venturi Wealth Management
Texas
$268K -$24.6K -99 -9%
38 39
40
41 42