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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1401
Wolff Wiese Magana
California
$619K +$31K +56 +5%
CFG
1402
Cooper Financial Group
California
$619K +$105K +190 +18%
JSC
1403
Jackson Square Capital
California
$618K -$1.96M -3,545 -74%
CCA
1404
Coign Capital Advisors
Utah
$616K -$2.77K -5 -0.4%
EA
1405
Everpar Advisors
Oklahoma
$615K -$59.7K -108 -8%
IAG
1406
Investmark Advisory Group
Connecticut
$615K -$3.32K -6 -0.5%
LI
1407
LRI Investments
Florida
$611K -$53.6K -97 -7%
PCS
1408
Personal CFO Solutions
New Jersey
$610K -$30.4K -55 -4%
BOS
1409
Bank of Stockton
California
$609K +$38.2K +69 +6%
TC
1410
Trust Company
Kansas
$605K – – –
OAM
1411
Occidental Asset Management
California
$603K +$360K +651 +115%
CSIC
1412
Clifford Swan Investment Counsel
California
$600K +$13.8K +25 +2%
GSEP
1413
Golden State Equity Partners
California
$599K +$85.2K +154 +15%
CCC
1414
Compass Capital Corp
Massachusetts
$598K +$133K +241 +25%
B
1415
Bailard
California
$598K -$55.3K -100 -8%
KIM
1416
Kestra Investment Management
Texas
$598K +$415K +751 +165%
PFG
1417
Prosperity Financial Group
California
$596K +$17.1K +31 +3%
PCI
1418
Planning Center Inc
Illinois
$595K – – –
BC
1419
Belmont Capital
California
$594K +$664K +1,200 New
OCM
1420
One Capital Management
California
$594K +$76.3K +138 +13%
VCM
1421
Versant Capital Management
Arizona
$590K +$279K +504 +73%
CA
1422
Claro Advisors
Massachusetts
$590K -$32.6K -59 -5%
YC
1423
Yarbrough Capital
Tennessee
$589K – – –
HWA
1424
HCR Wealth Advisors
California
$589K +$65.8K +119 +11%
CPIA
1425
Cornell Pochily Investment Advisors
New York
$589K +$13.3K +24 +2%
55 56
57
58 59