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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1201
Sugarloaf Wealth Management
Georgia
$18K – – –
WOC
1202
West Oak Capital
California
$18K – – –
EFSCE
1203
Enterprise Financial Services Corp (EFSC)
Missouri
$18K +$3.77K +15 +26%
GI
1204
Gradient Investments
Minnesota
$17K – – –
MWP
1205
Meridian Wealth Partners
Pennsylvania
$17K +$17.4K +69 New
CFFP
1206
Center for Financial Planning
Michigan
$16K – – –
HCP
1207
Hexagon Capital Partners
Arkansas
$16K – – –
BWA
1208
BDO Wealth Advisors
Florida
$16K +$2.26K +9 +16%
VNA
1209
Valley National Advisers
Pennsylvania
$16K +$6.04K +24 +57%
SWA
1210
Sutton Wealth Advisors
Florida
$15.5K -$3.02K -12 -16%
FCA
1211
FinTrust Capital Advisors
South Carolina
$15K – – –
WWMSC
1212
Wagner Wealth Management (South Carolina)
South Carolina
$15K +$15.1K +60 New
SWA
1213
SOA Wealth Advisors
New York
$14K -$3.77K -15 -21%
SWM
1214
Selective Wealth Management
Virginia
$14K – – –
RIA
1215
RPG Investment Advisory
California
$14K +$14.3K +57 New
AA
1216
AlphaMark Advisors
Kentucky
$13K – – –
TCM
1217
Tradewinds Capital Management
Washington
$13K – – –
JWM
1218
Janiczek Wealth Management
Colorado
$13K +$1.51K +6 +13%
RA
1219
Resolute Advisors
California
$12K +$9.81K +39 +433%
GWMIA
1220
Global Wealth Management Investment Advisory
Florida
$11K – – –
WP
1221
WealthShield Partners
North Carolina
$11K +$11.3K +45 New
FFC
1222
First Financial Corp
Indiana
$10K – – –
JWA
1223
JFS Wealth Advisors
Pennsylvania
$10K – – –
CIA
1224
CSat Investment Advisory
Michigan
$10K +$3.77K +15 +63%
LFG
1225
Larson Financial Group
Missouri
$9K -$9.06K -36 -50%
47 48
49
50 51