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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
1201
Glen Eagle Advisors
New Jersey
$80.9K -$16.8K -60 -19%
WPA
1202
West Paces Advisors
Georgia
$80K – – –
CFFP
1203
Center for Financial Planning
Michigan
$79K +$54.7K +195 +310%
MHR
1204
Matthew Hamilton Rosenberg
$78K – – –
AP
1205
Arlington Partners
Alabama
$77K – – –
GAM
1206
GVO Asset Management
Switzerland
$76K – – –
TIM
1207
Tortoise Investment Management
New York
$74K – – –
GAM
1208
Gemmer Asset Management
California
$74K +$1.68K +6 +3%
JCM
1209
Jacobi Capital Management
Pennsylvania
$72K – – –
FCB
1210
First Command Bank
Texas
$72K +$30.3K +108 +86%
FCFS
1211
First Command Financial Services
Texas
$72K +$30.3K +108 +86%
FA
1212
Financial Advantage
Maryland
$70K – – –
EW
1213
Evoke Wealth
California
$69K +$4.21K +15 +7%
POIA
1214
Pin Oak Investment Advisors
Texas
$66K -$67.3K -240 -53%
CCA
1215
Catalyst Capital Advisors
New York
$66K +$1.68K +6 +3%
ME
1216
McIlrath & Eck
Washington
$65K – – –
WLPWM
1217
Walled Lake Planning & Wealth Management
Illinois
$63K – – –
EBA
1218
Eagle Bay Advisors
New York
$63K +$57.2K +204 New
FI
1219
FormulaFolio Investments
Michigan
$62K – – –
TFA
1220
Toth Financial Advisory
Virginia
$62K – – –
CFA
1221
Carroll Financial Associates
North Carolina
$56K +$15.1K +54 +42%
AF
1222
Advisornet Financial
Minnesota
$55K -$126K -450 -71%
LWM
1223
Liberty Wealth Management
California
$53K +$1.68K +6 +4%
MRG
1224
Milestone Resources Group
British Virgin Islands
$53K +$48.8K +174 New
PCG
1225
Private Capital Group
Connecticut
$52K +$12.6K +45 +37%
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