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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1251
WealthPlan Investment Management
Nebraska
$1.02M +$68.5K +131 +8%
MCM
1252
Manchester Capital Management
Vermont
$1.02M -$236K -451 -19%
RCAG
1253
Rehmann Capital Advisory Group
Michigan
$1.01M +$103K +197 +12%
FIM
1254
Freedom Investment Management
Connecticut
$1M +$4.18K +8 +0.4%
IAN
1255
Integrated Advisors Network
Texas
$1M +$42.4K +81 +5%
AF
1256
Aviso Financial
Ontario, Canada
$1M +$222K +424 +30%
A
1257
AlphaQuest
New York
$999K +$806K +1,542 +519%
1C
1258
111 Capital
France
$987K -$523K -1,001 -36%
LAM
1259
Lewis Asset Management
California
$987K – – –
RCA
1260
Resonant Capital Advisors
Wisconsin
$987K +$137K +262 +17%
HWA
1261
Heritage Wealth Advisors
Virginia
$984K -$26.1K -50 -3%
SCP
1262
Stamos Capital Partners
California
$984K +$427K +817 +82%
CF
1263
Centaurus Financial
California
$984K +$5.75K +11 +0.6%
CCG
1264
Catalina Capital Group
California
$983K -$76.3K -146 -7%
HIP
1265
Harrell Investment Partners
Texas
$980K +$943K +1,803 New
MUAMU
1266
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$978K -$105K -200 -10%
VWM
1267
Venturi Wealth Management
Texas
$975K +$41.3K +79 +5%
CWA
1268
Consilium Wealth Advisory
Texas
$975K +$938K +1,794 New
QWP
1269
Quotient Wealth Partners
Texas
$973K +$77.4K +148 +9%
MYIA
1270
Mount Yale Investment Advisors
Colorado
$973K +$643K +1,229 +219%
LOIM
1271
Liberty One Investment Management
Illinois
$971K -$39.2K -75 -4%
PCA
1272
Pallas Capital Advisors
Massachusetts
$970K +$64.3K +123 +7%
AA
1273
Alta Advisers
United Kingdom
$968K +$52.3K +100 +6%
CCC
1274
Compass Capital Corp
Massachusetts
$962K +$370K +708 +58%
AI
1275
AXS Investments
New York
$960K +$405K +775 +78%
49 50
51
52 53