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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PRS
1301
Pinkerton Retirement Specialists
Idaho
$530K +$502K +1,078 New
SFS
1302
Sharp Financial Services
Pennsylvania
$528K – – –
HWA
1303
HCR Wealth Advisors
California
$525K -$466 -1 -0.1%
AWA
1304
Arete Wealth Advisors
Illinois
$525K +$498K +1,070 New
AI
1305
AXS Investments
New York
$524K +$7.91K +17 +2%
PCP
1306
Proficio Capital Partners
Massachusetts
$523K -$264K -568 -35%
FAG
1307
Fortitude Advisory Group
Washington
$522K +$9.78K +21 +2%
FWM
1308
FFT Wealth Management
Pennsylvania
$520K +$115K +247 +30%
CSIC
1309
Clifford Swan Investment Counsel
California
$516K – – –
EWM
1310
Evercore Wealth Management
New York
$515K -$42.4K -91 -8%
PNAA
1311
Pictet North America Advisors
Switzerland
$515K – – –
EIP
1312
Epoch Investment Partners
New York
$514K +$4.66K +10 +1%
MA
1313
MONECO Advisors
Connecticut
$513K +$27.5K +59 +6%
CC
1314
Callan Capital
California
$511K +$176K +379 +57%
EWA
1315
EverSource Wealth Advisors
Alabama
$511K -$54.5K -117 -10%
EWA
1316
Encompass Wealth Advisors
Oregon
$508K – – –
LSA
1317
Lion Street Advisors
Texas
$508K -$7.91K -17 -2%
SAI
1318
Systematic Alpha Investments
New Jersey
$506K – – –
ACGA
1319
Atlanta Consulting Group Advisors
Georgia
$505K +$479K +1,028 New
LJHT
1320
Laurie J. Hall Trustee
$504K – – –
CWM
1321
Connecticut Wealth Management
Connecticut
$504K -$11.6K -25 -2%
AIM
1322
Anchor Investment Management
South Carolina
$503K +$6.98K +15 +1%
SGCA
1323
Steel Grove Capital Advisors
Tennessee
$503K +$18.6K +40 +4%
BOS
1324
Bank of Stockton
California
$503K +$75.9K +163 +19%
AI
1325
Accredited Investors
Minnesota
$502K +$466 +1 +0.1%
51 52
53
54 55