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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1151
SFE Investment Counsel
California
$563K -$756 -2 -0.1%
WSTAM
1152
Wilbanks Smith & Thomas Asset Management
Virginia
$560K -$7.18K -19 -1%
OIAM
1153
OFI Invest Asset Management
France
$560K -$245K -649 -30%
CCFM
1154
Clear Creek Financial Management
Washington
$560K -$105K -279 -17%
CP
1155
Covenant Partners
Tennessee
$557K -$68.8K -182 -12%
PP
1156
PDS Planning
Ohio
$554K +$16.6K +44 +3%
BMCM
1157
Bryn Mawr Capital Management
Pennsylvania
$549K -$28.3K -75 -5%
SMA
1158
Sage Mountain Advisors
Georgia
$546K +$14.4K +38 +3%
MPM
1159
MBB Public Markets
Illinois
$545K +$516K +1,366 New
NAM
1160
NorthCrest Asset Manangement
Minnesota
$544K -$13.6K -36 -3%
FMP
1161
Financial Management Professionals
Texas
$544K +$378 +1 +0.1%
PCS
1162
Personal CFO Solutions
New Jersey
$543K +$7.18K +19 +1%
GKWIM
1163
Gerber Kawasaki Wealth & Investment Management
California
$539K -$16.2K -43 -3%
RMC
1164
Resources Management Corp
Connecticut
$539K – – –
NL
1165
Navalign LLC
California
$539K -$170K -450 -25%
MG
1166
Mather Group
Illinois
$534K -$38.2K -101 -6%
ILI
1167
Invesco LLC (Illinois)
Illinois
$532K -$37.8K -100 -7%
ACM
1168
Advisors Capital Management
New Jersey
$531K +$20K +53 +4%
MCCP
1169
Mission Creek Capital Partners
California
$531K +$503K +1,330 New
KA
1170
Kovack Advisors
Florida
$527K -$11.3K -30 -2%
OC
1171
Oarsman Capital
Wisconsin
$526K -$61.6K -163 -11%
TFM
1172
TFC Financial Management
Massachusetts
$526K -$15.5K -41 -3%
QWP
1173
Quotient Wealth Partners
Texas
$522K +$10.6K +28 +2%
GWSG
1174
GPS Wealth Strategies Group
Colorado
$522K +$75.6K +200 +18%
QC
1175
Quent Capital
New York
$520K +$16.2K +43 +3%
45 46
47
48 49