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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
976
Mendel Money Management
Illinois
$403K -$1.95K -8 -0.5%
ECM
977
EMC Capital Management
Texas
$398K -$219K -900 -38%
CA
978
Cullinan Associates
Kentucky
$398K – – –
AT
979
Arden Trust
Delaware
$397K -$178K -729 -33%
PCA
980
Pallas Capital Advisors
Massachusetts
$397K -$7.32K -30 -2%
CSWM
981
Cassady Schiller Wealth Management
Ohio
$396K -$20.5K -84 -5%
TFGT
982
TS Financial Group (TSFG)
Illinois
$395K – – –
IWC
983
Integrated Wealth Concepts
Massachusetts
$395K +$47.8K +196 +15%
DBRC
984
D.B. Root & Company
Pennsylvania
$392K -$21.9K -90 -6%
LWAC
985
Laurel Wealth Advisors (California)
California
$391K -$488 -2 -0.1%
SN
986
Sittner & Nelson
Oregon
$390K – – –
HCM
987
Hodges Capital Management
Texas
$389K -$172K -706 -32%
SIC
988
SFE Investment Counsel
California
$389K +$6.58K +27 +2%
PP
989
Patron Partners
Texas
$384K +$14.4K +59 +4%
IWM
990
IHT Wealth Management
Illinois
$384K -$26.3K -108 -7%
CCA
991
Childress Capital Advisors
Texas
$383K +$352K +1,443 New
AWM
992
Axxcess Wealth Management
California
$382K -$105K -431 -23%
GFP
993
Guardian Financial Partners
California
$382K – – –
BMCM
994
Bryn Mawr Capital Management
Pennsylvania
$382K +$351K +1,440 New
GC
995
Gilbert & Cook
Iowa
$381K +$70.5K +289 +25%
SWIG
996
Strategic Wealth Investment Group
Kentucky
$381K +$362K +1,485 New
LSPW
997
Lake Street Private Wealth
Illinois
$380K -$99K -406 -22%
JSC
998
Jackson Square Capital
California
$379K +$348K +1,429 New
PCP
999
Proficio Capital Partners
Massachusetts
$378K -$21.2K -87 -6%
MC
1000
Matisse Capital
Oregon
$378K +$347K +1,423 New
38 39
40
41 42