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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1101
Burt Wealth Advisors
Maryland
$19K -$9.43K -42 -34%
WCG
1102
Weaver Consulting Group
California
$19K – – –
EFSCE
1103
Enterprise Financial Services Corp (EFSC)
Missouri
$18K -$4.71K -21 -22%
DAM
1104
Delta Asset Management
Tennessee
$18K – – –
RIM
1105
Rockbridge Investment Management
New York
$18K – – –
FFA
1106
Founders Financial Alliance
North Carolina
$18K +$17.5K +78 New
HMS
1107
Hanseatic Management Services
New Mexico
$18K +$17.5K +78 New
WOC
1108
West Oak Capital
California
$17K -$20.2K -90 -56%
MF
1109
Manchester Financial
California
$17K – – –
SWM
1110
Sugarloaf Wealth Management
Georgia
$17K – – –
LFG
1111
Larson Financial Group
Missouri
$17K +$8.76K +39 +118%
GWM
1112
Geneos Wealth Management
Colorado
$16K -$901K -4,011 -98%
GI
1113
Gradient Investments
Minnesota
$16K – – –
CFFP
1114
Center for Financial Planning
Michigan
$15K – – –
SBL
1115
Sargent Bickham Lagudis
Colorado
$15K – – –
O
1116
Ossiam
France
$15K +$14.1K +63 New
HCP
1117
Hexagon Capital Partners
Arkansas
$15K +$15.5K +69 New
SWA
1118
Sutton Wealth Advisors
Florida
$14.9K +$2.69K +12 +24%
PWMG
1119
Prestige Wealth Management Group
New Jersey
$14K -$92.3K -411 -88%
AA
1120
AlphaMark Advisors
Kentucky
$14K -$6.06K -27 -31%
ATC
1121
Adirondack Trust Company
New York
$14K – – –
AA
1122
Advisory Alpha
Michigan
$14K +$13.5K +60 New
CCA
1123
Column Capital Advisors
Indiana
$13K -$8.76K -39 -42%
SWM
1124
Selective Wealth Management
Virginia
$13K – – –
TCM
1125
Tradewinds Capital Management
Washington
$13K – – –
43 44
45
46 47