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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1126
Joel Isaacson & Co
New York
$1.49M +$2.13K +4 +0.2%
SVWAG
1127
Sound View Wealth Advisors Group
Georgia
$1.49M -$12.2K -23 -0.9%
PWPS
1128
Pinnacle Wealth Planning Services
Ohio
$1.48M -$532 -1 -0%
GVAG
1129
Great Valley Advisor Group
Delaware
$1.48M -$12.2K -23 -0.9%
FFM
1130
Forum Financial Management
Illinois
$1.48M -$8.52K -16 -0.6%
AA
1131
ALPS Advisors
Colorado
$1.46M -$182K -341 -12%
CCA
1132
Checchi Capital Advisers
California
$1.45M -$10.6K -20 -0.8%
SIG
1133
Sargent Investment Group
Maryland
$1.44M +$1.36M +2,546 New
SF
1134
Symphony Financial
Texas
$1.44M -$500K -939 -27%
GWANC
1135
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.44M +$21.3K +40 +2%
SMA
1136
Sage Mountain Advisors
Georgia
$1.43M +$145K +272 +12%
PP
1137
Patron Partners
Texas
$1.43M +$65K +122 +5%
FCA
1138
Fortis Capital Advisors
Kansas
$1.43M +$1.34M +2,525 New
SWA
1139
Sax Wealth Advisors
New Jersey
$1.43M -$9.05K -17 -0.7%
CI
1140
Clal Insurance
Israel
$1.43M +$264K +496 +24%
FCG
1141
Fielder Capital Group
Tennessee
$1.43M -$11.7K -22 -0.9%
WC
1142
Whitney & Co
New York
$1.43M +$1.03M +1,928 +327%
KWM
1143
Kingsman Wealth Management
Florida
$1.42M -$58K -109 -4%
GKWIM
1144
Gerber Kawasaki Wealth & Investment Management
California
$1.42M -$17.6K -33 -1%
PIA
1145
Perennial Investment Advisors
California
$1.41M -$20.2K -38 -1%
HI
1146
Harbour Investments
Wisconsin
$1.41M +$430K +808 +48%
IIC
1147
Ironwood Investment Counsel
Arizona
$1.41M -$82.5K -155 -6%
AM
1148
Atwater Malick
Pennsylvania
$1.41M +$5.86K +11 +0.4%
CCP
1149
Clarkston Capital Partners
Michigan
$1.41M – – –
SOAM
1150
SBI Okasan Asset Management
Japan
$1.4M +$1.3M +2,439 New
44 45
46
47 48