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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1001
Strategy Asset Managers
California
$1.55M -$504K -1,051 -23%
SB
1002
Strategic Blueprint
Georgia
$1.54M -$26.9K -56 -2%
WH
1003
Willner & Heller
California
$1.54M – – –
CB
1004
CNB Bank
Pennsylvania
$1.53M -$105K -218 -6%
CPIG
1005
Chicago Partners Investment Group
Illinois
$1.53M +$83.5K +174 +7%
SW
1006
SlateStone Wealth
Florida
$1.52M – – –
LIM
1007
Leavell Investment Management
Alabama
$1.52M -$27.8K -58 -2%
NW
1008
Naviter Wealth
Arkansas
$1.51M +$1.92K +4 +0.1%
FMB
1009
Field & Main Bank
Kentucky
$1.51M +$44.6K +93 +3%
MCCP
1010
Mission Creek Capital Partners
California
$1.51M -$21.6K -45 -1%
CA
1011
CSM Advisors
Pennsylvania
$1.5M +$1.61M +3,357 New
RA
1012
RFG Advisory
Alabama
$1.5M -$14.4K -30 -0.9%
SAG
1013
SageView Advisory Group
California
$1.49M -$107K -223 -6%
ATS
1014
Ashton Thomas Securities
New York
$1.48M +$21.1K +44 +1%
IA
1015
IFP Advisors
Florida
$1.46M -$31.2K -65 -2%
SCTC
1016
Sanibel Captiva Trust Company
Florida
$1.45M +$530K +1,104 +51%
IEFM
1017
IQ EQ Fund Management
Ireland
$1.45M +$535K +1,115 +52%
PFGIA
1018
Patriot Financial Group Insurance Agency
Massachusetts
$1.45M +$1.34M +2,785 +602%
BFC
1019
Bedel Financial Consulting
Indiana
$1.45M +$7.2K +15 +0.5%
FCM
1020
Fire Capital Management
California
$1.43M +$31.7K +66 +2%
IAIM
1021
International Assets Investment Management
Florida
$1.43M +$4.8K +10 +0.4%
CAMV
1022
Concord Asset Management (Virginia)
Virginia
$1.42M -$160K -334 -9%
GIA
1023
Gladstone Institutional Advisory
Florida
$1.42M -$87.3K -182 -5%
PDL
1024
Portfolio Design Labs
California
$1.42M +$600K +1,251 +65%
GC
1025
Gilbert & Cook
Iowa
$1.42M +$12.5K +26 +0.8%
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