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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1001
Waverly Advisors
Alabama
$677K +$136K +456 +29%
AAS
1002
Ameritas Advisory Services
Nebraska
$675K +$17.9K +60 +3%
EI
1003
Ellevest Inc
New York
$673K +$26.8K +90 +5%
MMM
1004
Mendel Money Management
Illinois
$673K +$31.9K +107 +6%
HWA
1005
Heritage Wealth Advisors
Virginia
$672K -$36.7K -123 -6%
CAMG
1006
CWA Asset Management Group
Florida
$672K +$159K +534 +37%
PPC
1007
Park Place Capital
Alabama
$664K -$25K -84 -4%
RP
1008
Rowlandmiller & Partners
Georgia
$662K -$26.8K -90 -4%
PCM
1009
Prelude Capital Management
New York
$661K -$784K -2,629 -57%
MC
1010
Maverick Capital
Texas
$661K +$209K +700 +56%
OIAM
1011
OFI Invest Asset Management
France
$661K +$618K +2,073 +2,278%
EFG
1012
Everhart Financial Group
Ohio
$658K +$149K +501 +35%
GL
1013
Graypoint LLC
New York
$658K +$119K +399 +26%
FFM
1014
Forum Financial Management
Illinois
$653K -$1.49K -5 -0.3%
GVAG
1015
Great Valley Advisor Group
Delaware
$651K +$63.8K +214 +12%
DIA
1016
Dana Investment Advisors
Wisconsin
$650K -$175K -587 -23%
PI
1017
PFG Investments
New York
$649K – – –
MMG
1018
Monetary Management Group
Missouri
$646K – – –
PIA
1019
Perennial Investment Advisors
California
$641K -$596 -2 -0.1%
CB
1020
Centennial Bank
Arkansas
$639K -$11.6K -39 -2%
CI
1021
CX Institutional
Indiana
$638K -$52.5K -176 -9%
TSS
1022
Two Sigma Securities
New York
$637K -$5.18M -17,388 -90%
ANTB
1023
AMG National Trust Bank
Colorado
$619K +$40.5K +136 +8%
SWM
1024
SeaCrest Wealth Management
New York
$618K -$13.1K -44 -2%
CCG
1025
Catalina Capital Group
California
$617K +$545K +1,828 New
39 40
41
42 43