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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1226
HCR Wealth Advisors
California
$858K +$82.6K +189 +10%
PTP
1227
Platform Technology Partners
New York
$857K +$508K +1,163 +117%
PWPS
1228
Pinnacle Wealth Planning Services
Ohio
$856K -$206K -471 -18%
MWA
1229
Medallion Wealth Advisors
Connecticut
$853K +$9.85M +22,542 +13,498%
WCCM
1230
Willow Creek Capital Management
Montana
$853K +$937K +2,144 New
FIA
1231
Foundations Investment Advisors
Arizona
$851K +$420K +962 +82%
OCM
1232
Orser Capital Management
Texas
$849K +$933K +2,135 New
SWM
1233
Sendero Wealth Management
Texas
$849K -$6.12K -14 -0.7%
AIM
1234
Advyzon Investment Management
Illinois
$846K +$69.9K +160 +8%
AFT
1235
Alpha Family Trust
California
$845K – – –
GPA
1236
Guerra Pan Advisors
New Jersey
$843K – – –
CIA
1237
Cladis Investment Advisory
Montana
$843K +$93.9K +215 +11%
CCG
1238
Ceeto Capital Group
Florida
$840K +$923K +2,112 New
BG
1239
BDF Gestion
France
$835K -$593K -1,357 -10%
NPF
1240
Norris Perne & French
Michigan
$832K +$437 +1 +0%
MGIA
1241
Moneta Group Investment Advisors
Missouri
$832K -$10.5K -24 -1%
LFA
1242
Legacy Financial Advisors
Kentucky
$830K -$3.93K -9 -0.4%
SCM
1243
Stevens Capital Management
Pennsylvania
$828K -$410K -938 -31%
CFM
1244
Catalyst Funds Management
Australia
$828K +$910K +2,082 New
BBI
1245
Baxter Bros Inc
Connecticut
$825K +$343K +785 +61%
GLAM
1246
Gardner Lewis Asset Management
Pennsylvania
$821K – – –
AM
1247
Atwater Malick
Pennsylvania
$818K -$182K -417 -17%
WMP
1248
Wealth Management Partners
Arizona
$817K -$34.5K -79 -4%
CT
1249
Caldwell Trust
Florida
$815K -$83.9K -192 -9%
TC
1250
Truvestments Capital
Florida
$815K -$64.2K -147 -7%
48 49
50
51 52