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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
1251
Delta Financial Group
New Jersey
$252K – – –
TAM
1252
Trillium Asset Management
Massachusetts
$252K – – –
AWM
1253
Aries Wealth Management
Maine
$252K +$312 +1 +0.1%
EWM
1254
Evercore Wealth Management
New York
$252K – – –
MFG
1255
Magnus Financial Group
New York
$251K -$1.25K -4 -0.5%
PWA
1256
Physician Wealth Advisors
Utah
$251K – – –
VCP
1257
Verus Capital Partners
Arizona
$250K +$10.9K +35 +4%
GCM
1258
Graham Capital Management
Connecticut
$250K +$7.18K +23 +3%
UIA
1259
Ulland Investment Advisors
Minnesota
$250K +$2.5K +8 +0.9%
CT
1260
Coastline Trust
Rhode Island
$250K – – –
DAM
1261
Draper Asset Management
New York
$250K +$267K +855 New
PCIG
1262
Partners Capital Investment Group
Massachusetts
$249K -$53.4K -171 -17%
ECG
1263
Edge Capital Group
Georgia
$248K -$11.6K -37 -4%
BHB
1264
Bank Hapoalim BM
Israel
$248K – – –
PNAA
1265
Pictet North America Advisors
Switzerland
$247K -$31.2K -100 -11%
FAFN
1266
First Affirmative Financial Network
Colorado
$246K -$2.81K -9 -1%
WFMPM
1267
Woodley Farra Manion Portfolio Management
Indiana
$245K – – –
HFS
1268
Howard Financial Services
Texas
$245K +$262K +839 New
SIMG
1269
Sonora Investment Management Group
Arizona
$244K +$41.5K +133 +19%
WI
1270
WrapManager Inc
California
$244K -$6.56K -21 -2%
NAS
1271
Nicolet Advisory Services
Wisconsin
$244K -$60.3K -193 -19%
CAG
1272
Csenge Advisory Group
Florida
$244K +$8.43K +27 +3%
MA
1273
Mutual Advisors
Nebraska
$244K +$56.8K +182 +28%
GIP
1274
Granite Investment Partners
California
$242K -$38.7K -124 -13%
VA
1275
Valmark Advisers
Ohio
$242K – – –
49 50
51
52 53