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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
1226
Pine Haven Investment Counsel
Massachusetts
$800K +$81.6K +170 +11%
TIA
1227
Tiemann Investment Advisors
California
$800K -$240K -500 -22%
PCM
1228
Prelude Capital Management
New York
$799K +$61.4K +128 +8%
CCG
1229
Catalina Capital Group
California
$798K -$11.5K -24 -1%
AA
1230
Alta Advisers
United Kingdom
$797K – – –
GCM
1231
Graham Capital Management
Connecticut
$795K +$853K +1,778 New
IAN
1232
Integrated Advisors Network
Texas
$795K -$34.1K -71 -4%
SA
1233
Sovran Advisors
California
$789K +$19.7K +41 +3%
GLAM
1234
Gardner Lewis Asset Management
Pennsylvania
$783K +$209K +435 +33%
AWM
1235
Avior Wealth Management
Nebraska
$771K +$11K +23 +1%
TWP
1236
Total Wealth Planning
Ohio
$771K +$827K +1,723 New
RCA
1237
Roberts Capital Advisors
Colorado
$768K – – –
FMLI
1238
Fukoku Mutual Life Insurance
Japan
$766K -$179K -373 -18%
HWA
1239
Heritage Wealth Advisors
Virginia
$761K -$52.3K -109 -6%
WPC
1240
Waters Parkerson & Co
Louisiana
$761K +$1.44K +3 +0.2%
ATFA
1241
All Terrain Financial Advisors
Minnesota
$760K – – –
SCP
1242
Stamos Capital Partners
California
$759K -$54.2K -113 -6%
HI
1243
Harbour Investments
Wisconsin
$754K -$620K -1,291 -43%
BL
1244
BFSG LLC
California
$753K -$916K -1,909 -53%
FMP
1245
Financial Management Professionals
Texas
$750K -$4.8K -10 -0.6%
LAM
1246
L2 Asset Management
Massachusetts
$748K +$34.6K +72 +4%
LWMM
1247
Legacy Wealth Management (Mississippi)
Mississippi
$746K -$180K -375 -18%
CCA
1248
Childress Capital Advisors
Texas
$745K -$12.5K -26 -2%
SEIA
1249
Signature Estate & Investment Advisors
California
$744K +$114K +238 +17%
RCM
1250
RB Capital Management
Nevada
$744K +$31.7K +66 +4%
48 49
50
51 52