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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
1101
Blue Trust Inc
Georgia
$391K -$142K -468 -23%
CW
1102
Channel Wealth
California
$389K +$82.9K +274 +32%
ACM
1103
Advisors Capital Management
New Jersey
$389K +$23.6K +78 +7%
HPWM
1104
High Pines Wealth Management
Massachusetts
$389K – – –
T
1105
TOBAM
France
$388K +$175K +580 +105%
TSWM
1106
Triangle Securities Wealth Management
North Carolina
$386K – – –
NPF
1107
Norris Perne & French
Michigan
$385K – – –
RPC
1108
Rossmore Private Capital
Connecticut
$385K -$9.08K -30 -3%
DBRC
1109
D.B. Root & Company
Pennsylvania
$383K -$104K -343 -23%
TPWA
1110
TRUE Private Wealth Advisors
Oregon
$379K -$1.81K -6 -0.5%
SN
1111
Sittner & Nelson
Oregon
$379K +$12.4K +41 +4%
BWA
1112
BDO Wealth Advisors
Florida
$379K +$15.4K +51 +5%
JWCA
1113
J.W. Coons Advisors
Ohio
$378K +$9.08K +30 +3%
QPWM
1114
Quadrant Private Wealth Management
Pennsylvania
$376K +$6.05K +20 +2%
KA
1115
Kovack Advisors
Florida
$374K +$30.6K +101 +10%
LSA
1116
Lion Street Advisors
Texas
$374K +$313K +1,035 New
FP
1117
Financial Perspectives
Minnesota
$373K – – –
IA
1118
Inspire Advisors
Idaho
$373K +$36.6K +121 +12%
LC
1119
Lindbrook Capital
California
$372K +$12.7K +42 +4%
PWAC
1120
Private Wealth Advisors (California)
California
$371K – – –
PWM
1121
Prosperity Wealth Management
California
$371K +$328K +1,085 New
FMN
1122
Financial Management Network
California
$370K – – –
HI
1123
Humankind Investments
New York
$366K +$324K +1,070 New
E
1124
Ergoteles
New York
$365K -$39K -129 -11%
KFA
1125
Kapstone Financial Advisors
Ohio
$363K -$13.6K -45 -4%
43 44
45
46 47