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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1026
Giverny Capital
Quebec, Canada
$96K +$90.9K +405 New
WEC
1027
Winslow Evans & Crocker
Massachusetts
$93K -$40.4K -180 -31%
KPCM
1028
Kings Point Capital Management
New York
$93K +$6.74K +30 +8%
NFG
1029
Next Financial Group
Texas
$93K +$88.2K +393 New
LWA
1030
Lenox Wealth Advisors
New York
$88K – – –
TSW
1031
Thompson Siegel & Walmsley
Virginia
$85K – – –
PFGIA
1032
Patriot Financial Group Insurance Agency
Massachusetts
$84K +$7.41K +33 +10%
TF
1033
TimeScale Financial
Massachusetts
$84K +$39.7K +177 +100%
DSC
1034
Duncker Streett & Co
Missouri
$81K – – –
AF
1035
Advisornet Financial
Minnesota
$78K -$52.5K -234 -41%
FPFS
1036
First Personal Financial Services
North Carolina
$77K – – –
TFO
1037
Tarbox Family Office
California
$77K +$7.41K +33 +11%
PFBT
1038
Parkside Financial Bank & Trust
Missouri
$75K -$203K -906 -74%
HS
1039
Horan Securities
United States
$73K -$33.7K -150 -33%
VCM
1040
Versant Capital Management
Arizona
$73K – – –
CFD
1041
Creative Financial Designs
Indiana
$72K – – –
PP
1042
PrairieView Partners
Minnesota
$71K – – –
EIP
1043
Ellis Investment Partners
Pennsylvania
$70K – – –
CAGAS
1044
Capital Advisory Group Advisory Services
Minnesota
$70K +$14.1K +63 +27%
PCG
1045
Private Capital Group
Connecticut
$69K – – –
ZB
1046
Zions Bancorporation
Utah
$69K – – –
GWS
1047
Glassman Wealth Services
Virginia
$68K +$12.1K +54 +23%
HGWM
1048
Harvest Group Wealth Management
Massachusetts
$67K – – –
C
1049
Cerebellum
California
$66K -$171K -762 -73%
RWG
1050
Regal Wealth Group
California
$65K – – –
40 41
42
43 44