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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
1301
Delta Financial Group
New Jersey
$286K -$4.47K -15 -2%
BHB
1302
Bank Hapoalim BM
Israel
$286K – – –
PIM
1303
Plato Investment Management
Australia
$285K +$252K +846 New
SWC
1304
Spectrum Wealth Counsel
Indiana
$285K +$252K +845 New
RF
1305
Rollins Financial
Georgia
$284K -$8.94K -30 -3%
RFA
1306
Rollins Financial Advisors
New York
$284K +$251K +842 New
LS
1307
Livforsakringsbolaget Skandia
Sweden
$283K +$107K +359 +75%
EWM
1308
Empirical Wealth Management
Washington
$283K +$30.7K +103 +14%
FWM
1309
Finer Wealth Management
Massachusetts
$282K -$23.3K -78 -9%
KWM
1310
Kolinsky Wealth Management
New Jersey
$282K +$11.9K +40 +5%
KLCM
1311
KG&L Capital Management
Louisiana
$281K -$13.4K -45 -5%
MFS
1312
Mirabella Financial Services
United Kingdom
$280K +$247K +829 New
PVI
1313
Pine Valley Investments
New Jersey
$280K -$20.6K -69 -8%
FTWA
1314
Fifth Third Wealth Advisors
Ohio
$279K -$56.6K -190 -19%
VA
1315
Valmark Advisers
Ohio
$279K – – –
CFD
1316
Creative Financial Designs
Indiana
$278K +$225K +755 +1,094%
PWMG
1317
Provence Wealth Management Group
California
$276K +$244K +819 New
MFG
1318
Magnus Financial Group
New York
$275K -$12.5K -42 -5%
GIP
1319
Granite Investment Partners
California
$275K -$3.58K -12 -1%
PWG
1320
Portside Wealth Group
Utah
$275K +$18.5K +62 +8%
LCM
1321
Liberty Capital Management
Michigan
$275K +$8.94K +30 +4%
LCWP
1322
Legacy Capital Wealth Partners
Arkansas
$275K +$243K +814 New
NAS
1323
Nicolet Advisory Services
Wisconsin
$274K +$2.98K +10 +1%
VPP
1324
Vertex Planning Partners
Illinois
$274K +$3.88K +13 +2%
BBHC
1325
Brown Brothers Harriman & Co
New York
$274K -$55.4K -186 -19%
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