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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1076
Synergy Financial Group
California
$413K +$395K +1,149 New
GKWIM
1077
Gerber Kawasaki Wealth & Investment Management
California
$411K -$6.88K -20 -2%
GL
1078
Graypoint LLC
New York
$411K +$149K +434 +61%
GJIC
1079
Gamble Jones Investment Counsel
California
$410K – – –
EIA
1080
Eastover Investment Advisors
North Carolina
$409K +$47.5K +138 +14%
SWM
1081
Silverlake Wealth Management
Vermont
$407K +$390K +1,134 New
VFA
1082
Values First Advisors
Tennessee
$402K +$21.3K +62 +6%
CAG
1083
Crestwood Advisors Group
Massachusetts
$401K – – –
VWM
1084
Vigilare Wealth Management
Arizona
$400K -$69.2K -201 -15%
IAIM
1085
International Assets Investment Management
Florida
$398K +$15.5K +45 +4%
GA
1086
Greytown Advisors
Florida
$397K +$1.72K +5 +0.5%
RCAG
1087
Rehmann Capital Advisory Group
Michigan
$392K -$5.5K -16 -1%
EWA
1088
Encompass Wealth Advisors
Oregon
$391K – – –
PWAC
1089
Private Wealth Advisors (California)
California
$390K -$747K -2,172 -67%
FP
1090
Financial Perspectives
Minnesota
$388K – – –
VDI
1091
Vaughan David Investments
Illinois
$387K – – –
SC
1092
Scholtz & Company
Connecticut
$385K -$273K -794 -43%
GW
1093
GW & Wade
Massachusetts
$383K +$35.4K +103 +11%
DS
1094
DRW Securities
Illinois
$383K +$366K +1,065 New
MGIM
1095
M&G Investment Management
United Kingdom
$380K -$9.43M -27,420 -96%
GDP
1096
Great Diamond Partners
Maine
$380K +$18.6K +54 +5%
VWM
1097
Venturi Wealth Management
Texas
$380K +$364K +1,059 New
CSWM
1098
Cassady Schiller Wealth Management
Ohio
$377K +$361K +1,050 New
TFA
1099
Teamwork Financial Advisors
Texas
$375K -$177K -514 -33%
PCM
1100
Penserra Capital Management
California
$373K +$358K +1,040 New
42 43
44
45 46