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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
1101
Hutchens & Kramer Investment Management Group
Indiana
$372K +$446K +1,297 New
SAI
1102
Systematic Alpha Investments
New Jersey
$370K -$714K -2,076 -67%
MFA
1103
Mayflower Financial Advisors
Massachusetts
$370K -$708K -2,058 -67%
AIM
1104
Acropolis Investment Management
Missouri
$370K – – –
PAM
1105
Palisade Asset Management
Minnesota
$370K – – –
MCWS
1106
McKinley Carter Wealth Services
West Virginia
$370K +$4.13K +12 +1%
VFA
1107
Valeo Financial Advisors
Indiana
$370K +$214K +623 +153%
FFS
1108
Founders Financial Securities
Maryland
$370K +$354K +1,030 New
HI
1109
Hendershot Investments
Virginia
$370K +$355K +1,031 New
B
1110
Bailard
California
$369K +$353K +1,026 New
LA
1111
LVW Advisors
New York
$368K -$58.8K -171 -14%
TNA
1112
True North Advisors
Texas
$366K +$10.7K +31 +3%
VC
1113
Veracity Capital
Georgia
$365K -$51.6K -150 -13%
GA
1114
Geller Advisors
New York
$364K +$344 +1 +0.1%
NG
1115
Northstar Group
New York
$359K -$172K -500 -33%
ZCA
1116
Zeke Capital Advisors
Pennsylvania
$358K +$343K +996 New
AIA
1117
AIMZ Investment Advisors
California
$356K – – –
AI
1118
Accredited Investors
Minnesota
$354K +$2.06K +6 +0.6%
ARMT
1119
Amica Retiree Medical Trust
Rhode Island
$352K -$55.4K -161 -14%
HHGA
1120
Halbert Hargrove Global Advisors
California
$352K +$3.1K +9 +0.9%
RB
1121
Renasant Bank
Mississippi
$351K +$336K +978 New
DC
1122
Davenport & Co
Virginia
$349K -$1.04M -3,015 -76%
PI
1123
PFS Investments
Georgia
$349K +$334K +971 New
FWM
1124
Finer Wealth Management
Massachusetts
$349K +$334K +972 New
IAN
1125
Integrated Advisors Network
Texas
$348K +$42.7K +124 +15%
43 44
45
46 47