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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1101
Eudaimonia Partners
Tennessee
$277K -$7.32K -30 -3%
CFP
1102
Catalyst Financial Partners
Massachusetts
$275K +$253K +1,037 New
EWA
1103
Encompass Wealth Advisors
Oregon
$275K +$252K +1,035 New
RCA
1104
Resonant Capital Advisors
Wisconsin
$274K +$252K +1,033 New
ACM
1105
Advisors Capital Management
New Jersey
$274K -$1.71K -7 -0.7%
LC
1106
Lindbrook Capital
California
$273K -$223K -913 -47%
SAI
1107
Systematic Alpha Investments
New Jersey
$273K +$251K +1,029 New
SPM
1108
Symmetry Peak Management
Pennsylvania
$273K +$250K +1,027 New
MFA
1109
Mayflower Financial Advisors
Massachusetts
$272K +$250K +1,026 New
WAS
1110
WESPAC Advisors SoCal
California
$272K – – –
SFG
1111
Synergy Financial Group
California
$269K -$32.9K -135 -12%
SFA
1112
Souders Financial Advisors
Ohio
$269K +$247K +1,012 New
PAM
1113
Palisade Asset Management
Minnesota
$268K +$246K +1,009 New
HI
1114
Hendershot Investments
Virginia
$267K – – –
PPW
1115
Parcion Private Wealth
Washington
$266K +$245K +1,004 New
HH
1116
Hilltop Holdings
Texas
$266K -$750K -3,078 -75%
AI
1117
Accredited Investors
Minnesota
$266K +$245K +1,003 New
DP
1118
Dearborn Partners
Illinois
$266K -$22.2K -91 -8%
AF
1119
Advisornet Financial
Minnesota
$266K +$102K +420 +72%
LFM
1120
LGT Fund Management
Liechtenstein
$265K +$244K +1,000 New
AA
1121
Alta Advisers
United Kingdom
$265K – – –
WMC
1122
Westwood Management Corporation
Illinois
$265K +$244K +1,000 New
AIA
1123
AIMZ Investment Advisors
California
$263K +$241K +990 New
D
1124
Diversified
Delaware
$261K +$240K +984 New
9WM
1125
9258 Wealth Management
Ohio
$261K +$239K +982 New
43 44
45
46 47