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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1251
BSW Wealth Partners
Colorado
$812K +$46.9K +90 +6%
WPC
1252
Waters Parkerson & Co
Louisiana
$811K +$6.77K +13 +0.8%
NRD
1253
Nebula Research & Development
New York
$809K +$807K +1,549 New
GSWM
1254
Golden State Wealth Management
California
$806K +$805K +1,545 New
WIM
1255
WealthPlan Investment Management
Nebraska
$806K -$228K -438 -22%
MMG
1256
Monetary Management Group
Missouri
$806K -$26K -50 -3%
HI
1257
Harbour Investments
Wisconsin
$806K +$16.7K +32 +2%
CSWM
1258
Cassady Schiller Wealth Management
Ohio
$803K +$12.5K +24 +2%
RCAG
1259
Rehmann Capital Advisory Group
Michigan
$800K -$5.73K -11 -0.7%
RCA
1260
Resonant Capital Advisors
Wisconsin
$800K +$3.13K +6 +0.4%
PNC
1261
Park National Corp
Ohio
$798K -$10.9K -21 -1%
SAM
1262
Secure Asset Management
Michigan
$797K -$3.65K -7 -0.5%
CA
1263
Cambridge Advisors
Nebraska
$792K +$20.8K +40 +3%
RMDI
1264
R.M. Davis Inc
Maine
$787K – – –
MWM
1265
Modera Wealth Management
New Jersey
$787K +$15.6K +30 +2%
PWA
1266
Prairie Wealth Advisors
Nebraska
$786K -$39.1K -75 -5%
PFA
1267
Pure Financial Advisors
California
$786K +$13.5K +26 +2%
WA
1268
WBH Advisory
Maryland
$783K – – –
1W
1269
1776 Wealth
Georgia
$781K – – –
AF
1270
Aviso Financial
Ontario, Canada
$780K -$6.77K -13 -0.9%
NPF
1271
Norris Perne & French
Michigan
$779K – – –
FFN
1272
Focus Financial Network
Minnesota
$778K +$114K +218 +17%
PWMAG
1273
Pinnacle Wealth Management Advisory Group
New Jersey
$773K -$22.4K -43 -3%
ACP
1274
Aviance Capital Partners
Florida
$771K +$32.8K +63 +4%
JWCA
1275
J.W. Coons Advisors
Ohio
$771K -$50.5K -97 -6%
49 50
51
52 53