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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
1401
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.98K +$1.46K +6 +67%
BWL
1402
Bogart Wealth LLC
Virginia
$3.71K -$32.7K -134 -91%
FCA
1403
FinTrust Capital Advisors
South Carolina
$3.18K – – –
JGIA
1404
Jackson Grant Investment Advisers
Connecticut
$3.18K – – –
CCA
1405
Column Capital Advisors
Indiana
$3.18K +$2.19K +9 +300%
NC
1406
NewSquare Capital
Pennsylvania
$3.18K +$2.93K +12 New
RFS
1407
Retirement Financial Solutions
Tennessee
$3.18K +$2.93K +12 New
CMP
1408
Coston McIsaac & Partners
Maine
$3K – – –
DCBT
1409
Dakota Community Bank & Trust
North Dakota
$3K – – –
SC
1410
Sierra Capital
Florida
$3K – – –
SC
1411
Schubert & Co
Texas
$2.92K +$1.71K +7 +175%
EE
1412
EWG Elevate
California
$2.92K +$2.68K +11 New
LIM
1413
Longfellow Investment Management
Massachusetts
$2.65K – – –
CTA
1414
Colonial Trust Advisors
South Carolina
$2.65K +$2.44K +10 New
DI
1415
Disciplined Investments
Oklahoma
$2.39K -$19K -78 -90%
GFPC
1416
Global Financial Private Client
Florida
$2.39K – – –
AA
1417
Addison Advisors
Vermont
$2.12K -$488 -2 -20%
SIC
1418
SJS Investment Consulting
Ohio
$1.86K +$488 +2 +40%
HWA
1419
HHM Wealth Advisors
Tennessee
$1.86K +$1.71K +7 New
FSWA
1420
Financial Synergies Wealth Advisors
Texas
$1.59K -$731 -3 -33%
HFM
1421
Hartford Financial Management
Connecticut
$1.59K – – –
GJIA
1422
Glass Jacobson Investment Advisors
Maryland
$1.59K +$1.46K +6 New
KFS
1423
Kelly Financial Services
Massachusetts
$1.33K – – –
WA
1424
WestEnd Advisors
North Carolina
$1.06K -$244 -1 -20%
AWM
1425
Accel Wealth Management
Iowa
$1.06K – – –
55 56
57
58 59