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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1401
Fourpath Capital Management
Oklahoma
$330K +$27.1K +68 +10%
MFG
1402
Magnus Financial Group
New York
$330K -$1.99K -5 -0.7%
DWM
1403
Destination Wealth Management
California
$329K +$2.39K +6 +0.8%
FC
1404
Fairscale Capital
New Hampshire
$329K +$299K +751 New
VF
1405
Vest Financial
Virginia
$328K -$12.7K -32 -4%
UIA
1406
Ulland Investment Advisors
Minnesota
$328K – – –
VDI
1407
Vaughan David Investments
Illinois
$326K +$1.99K +5 +0.7%
WFI
1408
West Family Investments
California
$325K +$55.8K +140 +24%
IA
1409
IFG Advisory
Georgia
$324K +$290K +728 New
JWM
1410
Janiczek Wealth Management
Colorado
$323K +$7.57K +19 +3%
CIA
1411
Capital Investment Advisors
Georgia
$323K +$30.3K +76 +12%
SMWM
1412
Silvia McColl Wealth Management
California
$323K -$797 -2 -0.3%
TA
1413
TFG Advisers
Michigan
$319K +$28.7K +72 +11%
AF
1414
Advisornet Financial
Minnesota
$318K +$1.2K +3 +0.4%
PFGIA
1415
Patriot Financial Group Insurance Agency
Massachusetts
$318K -$7.57K -19 -3%
NHFG
1416
New Harbor Financial Group
Massachusetts
$317K +$284K +713 New
FFA
1417
Fortune Financial Advisors
Kansas
$316K – – –
GC
1418
Gratus Capital
Georgia
$316K +$283K +710 New
SP
1419
Symmetry Partners
Connecticut
$315K -$114K -287 -29%
TAM
1420
Trillium Asset Management
Massachusetts
$315K – – –
WWP
1421
WR Wealth Planners
Missouri
$315K +$22.3K +56 +9%
PFBT
1422
Parkside Financial Bank & Trust
Missouri
$312K +$1.99K +5 +0.7%
BWS
1423
Buck Wealth Strategies
Colorado
$311K +$279K +700 New
RPWA
1424
Regent Peak Wealth Advisors
Georgia
$310K +$7.57K +19 +3%
OWMIAS
1425
One Wealth Management Investment & Advisory Services
Florida
$310K +$9.16K +23 +3%
55 56
57
58 59