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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
KJHP
1051
K.J. Harrison & Partners
Ontario, Canada
$1.49M – – –
AAP
1052
Arax Advisory Partners
Colorado
$1.47M -$127K -230 -7%
CCA
1053
Checchi Capital Advisers
California
$1.47M +$21K +38 +1%
PIM
1054
Penobscot Investment Management
Massachusetts
$1.47M -$54.7K -99 -3%
IAS
1055
Insigneo Advisory Services
Florida
$1.47M +$175K +317 +12%
GA
1056
GoalVest Advisory
New York
$1.47M +$1.57M +2,840 +2,309%
RFP
1057
Root Financial Partners
California
$1.46M -$372K -673 -19%
VF
1058
Virtu Financial
New York
$1.46M +$1.63M +2,955 New
GVAG
1059
Great Valley Advisor Group
Delaware
$1.45M +$120K +217 +8%
CRCM
1060
Crystal Rock Capital Management
Illinois
$1.45M +$1.62M +2,925 New
SVWAG
1061
Sound View Wealth Advisors Group
Georgia
$1.43M +$17.7K +32 +1%
KA
1062
Kintegral Advisory
New York
$1.43M -$5.53K -10 -0.3%
PP
1063
Paloma Partners
Connecticut
$1.43M +$1.6M +2,888 New
EWM
1064
Empirical Wealth Management
Washington
$1.43M +$491K +887 +44%
ST
1065
Sabal Trust
Florida
$1.43M +$284K +514 +22%
IIA
1066
IPG Investment Advisors
California
$1.43M +$60.3K +109 +4%
CAMV
1067
Concord Asset Management (Virginia)
Virginia
$1.42M +$1.61M +2,913 New
RMCM
1068
Reynders McVeigh Capital Management
Massachusetts
$1.42M – – –
AFP
1069
Ausdal Financial Partners
Iowa
$1.41M +$476K +861 +44%
RMP
1070
Richards, Merrill & Peterson
Washington
$1.4M +$94K +170 +6%
PPWP
1071
Premier Path Wealth Partners
New Jersey
$1.4M +$21.6K +39 +1%
MPPLM
1072
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.4M -$116K -210 -7%
UB
1073
Umpqua Bank
Oregon
$1.4M -$35.9K -65 -2%
1C
1074
111 Capital
France
$1.4M +$316K +571 +25%
FIC
1075
FCG Investment Company
Tennessee
$1.39M +$248K +449 +19%
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