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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
1076
GW & Wade
Massachusetts
$272K -$38.7K -138 -13%
MPPLM
1077
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$271K +$248K +885 New
RWP
1078
RWA Wealth Partners
Massachusetts
$270K +$247K +882 New
TU
1079
TDAM USA
Ontario, Canada
$269K -$15.1K -54 -6%
SF
1080
Symphony Financial
Texas
$268K -$50.5K -180 -17%
HHGA
1081
Halbert Hargrove Global Advisors
California
$266K +$2.52K +9 +1%
DAS
1082
Dynamic Advisor Solutions
Arizona
$266K +$243K +867 New
GB
1083
Goepper Burkhardt
South Carolina
$265K – – –
KCPG
1084
Kavar Capital Partners Group
Kansas
$262K – – –
QI
1085
Qtron Investments
Massachusetts
$262K – – –
ABC
1086
Associated Banc-Corp
Wisconsin
$261K +$239K +852 New
CWP
1087
Capital Wealth Planning
Florida
$260K -$5.05K -18 -2%
RFN
1088
RDA Financial Network
Iowa
$260K +$238K +849 New
JF
1089
Jump Financial
Illinois
$259K -$167K -594 -41%
LFAS
1090
Level Four Advisory Services
Texas
$258K -$17.7K -63 -7%
RIA
1091
Realta Investment Advisors
Delaware
$255K +$233K +831 New
ED
1092
Exane Derivatives
France
$254K -$52.2K -186 -19%
IAN
1093
Integrated Advisors Network
Texas
$254K +$232K +828 New
FFS
1094
Founders Financial Securities
Maryland
$253K -$15.1K -54 -6%
SMG
1095
Spectrum Management Group
Indiana
$253K – – –
VA
1096
Valmark Advisers
Ohio
$253K – – –
SHWM
1097
Smith & Howard Wealth Management
Georgia
$252K – – –
FSC
1098
Full Sail Capital
Oklahoma
$251K -$9.26K -33 -4%
BBNA
1099
Bremer Bank National Association
Minnesota
$250K -$34.5K -123 -13%
FPS
1100
Fieldpoint Private Securities
Connecticut
$249K +$25.2K +90 +14%
42 43
44
45 46