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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
1101
Diversified Trust
Tennessee
$1.22M -$564K -1,290 -30%
SAG
1102
SageView Advisory Group
California
$1.22M -$54.2K -124 -4%
WFA
1103
Wellspring Financial Advisors
Ohio
$1.22M -$177K -405 -12%
SLG
1104
Stanley-Laman Group
Pennsylvania
$1.21M -$6.3M -14,427 -83%
SF
1105
Symphony Financial
Texas
$1.2M +$107K +246 +9%
SCTC
1106
Sanibel Captiva Trust Company
Florida
$1.19M -$291K -666 -18%
LWAM
1107
Legacy Wealth Asset Management
Minnesota
$1.19M +$25.3K +58 +2%
AWA
1108
Aaron Wealth Advisors
Illinois
$1.18M -$843K -1,930 -39%
CPIG
1109
Chicago Partners Investment Group
Illinois
$1.18M -$137K -313 -8%
CIA
1110
Choate Investment Advisors
Massachusetts
$1.18M +$22.7K +52 +2%
PFG
1111
Prosperity Financial Group
California
$1.17M +$61.6K +141 +5%
NB
1112
Nicolet Bankshares
Wisconsin
$1.16M +$198K +453 +19%
CIM
1113
Cambria Investment Management
California
$1.16M +$785K +1,797 +160%
LIM
1114
Leavell Investment Management
Alabama
$1.16M -$138K -315 -10%
CB
1115
CNB Bank
Pennsylvania
$1.15M -$156K -356 -11%
MAM
1116
McLaughlin Asset Management
Illinois
$1.15M +$51.6K +118 +4%
MCM
1117
McRae Capital Management
New Jersey
$1.15M – – –
PPWP
1118
Premier Path Wealth Partners
New Jersey
$1.14M -$108K -247 -8%
AA
1119
Advisory Alpha
Michigan
$1.14M -$16.2K -37 -1%
ERWM
1120
Elk River Wealth Management
Colorado
$1.13M -$3.02M -6,909 -71%
PA
1121
Pinnacle Associates
New York
$1.12M -$67.7K -155 -5%
QWM
1122
Quadcap Wealth Management
Texas
$1.12M -$53.3K -122 -4%
MMM
1123
Mendel Money Management
Illinois
$1.12M +$186K +426 +18%
NI
1124
Natural Investments
California
$1.11M +$14.9K +34 +1%
BCWM
1125
Bartlett & Co Wealth Management
Ohio
$1.11M -$20.1K -46 -2%
43 44
45
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