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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1201
Aviance Capital Partners
Florida
$695K -$93.1K -200 -12%
TCWA
1202
Turtle Creek Wealth Advisors
Texas
$692K +$25.6K +55 +4%
BFC
1203
Blue Fin Capital
Rhode Island
$691K +$27.9K +60 +4%
CP
1204
Covenant Partners
Tennessee
$689K +$2.79K +6 +0.4%
BMCM
1205
Bryn Mawr Capital Management
Pennsylvania
$688K -$13K -28 -2%
LAM
1206
L2 Asset Management
Massachusetts
$687K +$21.9K +47 +3%
RWPA
1207
Richard W. Paul & Associates
Michigan
$686K -$133K -286 -17%
EA
1208
Everpar Advisors
Oklahoma
$683K -$8.85K -19 -1%
KA
1209
Kovack Advisors
Florida
$682K +$62.9K +135 +11%
AFG
1210
Atomi Financial Group
New York
$669K +$82.9K +178 +15%
FBB
1211
Fulton Breakefield Broenniman
Maryland
$669K -$44.7K -96 -7%
PWP
1212
Private Wealth Partners
California
$669K – – –
ECU
1213
Eisler Capital (UK)
United Kingdom
$669K +$634K +1,361 New
SIC
1214
SFE Investment Counsel
California
$665K -$23.3K -50 -4%
VWM
1215
Venturi Wealth Management
Texas
$664K +$393K +844 +166%
RMC
1216
Resources Management Corp
Connecticut
$663K – – –
LC
1217
Lindbrook Capital
California
$661K -$114K -245 -15%
CCA
1218
Cobblestone Capital Advisors
New York
$658K +$53.1K +114 +9%
PP
1219
PDS Planning
Ohio
$655K +$20K +43 +3%
C
1220
Certuity
Florida
$654K -$151K -325 -20%
UWPG
1221
Ullmann Wealth Partners Group
Florida
$653K +$9.78K +21 +2%
AO
1222
Advisor OS
Illinois
$652K +$328K +704 +113%
KCM
1223
KRS Capital Management
Michigan
$648K -$11.6K -25 -2%
TFM
1224
TFC Financial Management
Massachusetts
$647K – – –
MWM
1225
Mindset Wealth Management
Indiana
$646K +$612K +1,315 New
47 48
49
50 51