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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1076
WealthPlan Investment Management
Nebraska
$974K +$239K +513 +35%
WMP
1077
Wealth Management Partners
Arizona
$972K +$15.8K +34 +2%
CB
1078
Centennial Bank
Arkansas
$972K -$15.4K -33 -2%
SQA
1079
Simon Quick Advisors
New Jersey
$969K +$70.8K +152 +8%
FFM
1080
Forum Financial Management
Illinois
$966K +$16.3K +35 +2%
BOM
1081
Bank of Marin
California
$962K – – –
AIA
1082
Alera Investment Advisors
Illinois
$962K +$78.2K +168 +9%
NB
1083
NBT Bank
New York
$956K +$123K +264 +16%
HWA
1084
Heritage Wealth Advisors
Virginia
$954K -$23.3K -50 -3%
SWM
1085
SeaCrest Wealth Management
New York
$953K -$19.1K -41 -2%
EFS
1086
Essex Financial Services
Connecticut
$953K +$87.1K +187 +11%
PPC
1087
Park Place Capital
Alabama
$952K +$48.9K +105 +6%
JGGDR
1088
JGP Global Gestao de Recursos
Brazil
$949K +$78.2K +168 +10%
AFP
1089
Ausdal Financial Partners
Iowa
$943K -$3.72K -8 -0.4%
AWM
1090
Avitas Wealth Management
California
$938K -$64.2K -138 -7%
USCWA
1091
U.S. Capital Wealth Advisors
Texas
$930K -$50.3K -108 -5%
WFG
1092
Wormser Freres Gestion
France
$923K -$59.1K -127 -6%
1IA
1093
1834 Investment Advisors
Wisconsin
$922K -$244K -525 -22%
CI
1094
CX Institutional
Indiana
$920K +$13K +28 +2%
CGL
1095
Clarius Group LLC
Washington
$915K -$45.6K -98 -5%
CAM
1096
Creekmur Asset Management
Illinois
$911K +$641K +1,377 +289%
CFP
1097
Catalyst Financial Partners
Massachusetts
$910K +$39.6K +85 +5%
MA
1098
Mutual Advisors
Nebraska
$909K +$210K +450 +34%
SMA
1099
Sage Mountain Advisors
Georgia
$906K +$41.4K +89 +5%
EWM
1100
Empirical Wealth Management
Washington
$902K +$75K +161 +10%
42 43
44
45 46