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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1001
Aaron Wealth Advisors
Illinois
$532K +$53.6K +177 +13%
LFA
1002
Legacy Financial Advisors
Kentucky
$532K +$101K +334 +27%
WA
1003
Waverly Advisors
Alabama
$531K -$3.03K -10 -0.6%
AWA
1004
Arete Wealth Advisors
Illinois
$525K -$45.4K -150 -9%
FBFS
1005
First Business Financial Services
Wisconsin
$524K – – –
ASBI
1006
American State Bank (Iowa)
Iowa
$524K +$9.38K +31 +2%
CT
1007
Caldwell Trust
Florida
$521K – – –
MMM
1008
Mendel Money Management
Illinois
$521K – – –
BFO
1009
Biltmore Family Office
North Carolina
$521K -$51.1K -169 -10%
PI
1010
PGGM Investments
Netherlands
$520K +$461K +1,522 New
IA
1011
IFP Advisors
Florida
$520K -$2.19M -7,223 -83%
IWM
1012
IHT Wealth Management
Illinois
$518K +$21.5K +71 +5%
CSWM
1013
Cassady Schiller Wealth Management
Ohio
$515K +$3.63K +12 +0.8%
MMA
1014
Miracle Mile Advisors
California
$515K +$24.8K +82 +6%
PRS
1015
Pinkerton Retirement Specialists
Idaho
$514K +$454K +1,502 New
FAIM
1016
Financial Advocates Investment Management
Washington
$512K -$53.9K -178 -11%
TFGT
1017
TS Financial Group (TSFG)
Illinois
$511K +$1.21K +4 +0.3%
FPAS
1018
Focus Partners Advisor Solutions
Missouri
$509K +$8.47K +28 +2%
FFS
1019
Founders Financial Securities
Maryland
$508K +$27.8K +92 +7%
IAN
1020
Integrated Advisors Network
Texas
$506K +$21.2K +70 +5%
CA
1021
Cambridge Advisors
Nebraska
$505K -$27.5K -91 -6%
BMCM
1022
Bryn Mawr Capital Management
Pennsylvania
$498K +$4.84K +16 +1%
RCAG
1023
Rehmann Capital Advisory Group
Michigan
$495K -$23K -76 -5%
GFP
1024
Guardian Financial Partners
California
$492K – – –
RA
1025
Riverstone Advisors
Texas
$491K – – –
39 40
41
42 43