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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1451
44 Wealth Management
Oregon
$551K +$23.2K +42 +4%
SFS
1452
Sharp Financial Services
Pennsylvania
$546K +$14.9K +27 +3%
CC
1453
Callan Capital
California
$545K +$39.3K +71 +7%
ACM
1454
Aspen Capital Management
Idaho
$545K +$609K +1,101 New
MIC
1455
Maxi Investments CY
Cyprus
$545K +$608K +1,100 New
ILI
1456
Invesco LLC (Illinois)
Illinois
$544K -$114K -206 -16%
CP
1457
Clarendon Private
Massachusetts
$544K +$79.1K +143 +15%
IP
1458
Investment Partners
Ohio
$542K -$9.4K -17 -2%
IA
1459
Integrity Alliance
Iowa
$542K +$605K +1,094 New
ZIC
1460
ZWJ Investment Counsel
Georgia
$541K – – –
FP
1461
Financial Perspectives
Minnesota
$540K – – –
FAFN
1462
First Affirmative Financial Network
Colorado
$540K +$58.1K +105 +11%
FA
1463
Fountainhead AM
New Jersey
$537K +$89.6K +162 +18%
TA
1464
TrueWealth Advisors
Alabama
$534K +$23.2K +42 +4%
RPC
1465
Rossmore Private Capital
Connecticut
$534K -$40.9K -74 -6%
ICP
1466
Interchange Capital Partners
Pennsylvania
$534K +$71.9K +130 +14%
LJAC
1467
L.J. Altfest & Co
New York
$533K -$629K -1,138 -51%
KA
1468
Kovack Advisors
Florida
$532K -$338K -611 -36%
CIM
1469
Contravisory Investment Management
Massachusetts
$532K -$9.95K -18 -2%
MA
1470
MONECO Advisors
Connecticut
$530K -$32.6K -59 -5%
VFA
1471
Voya Financial Advisors
Connecticut
$530K -$163K -294 -21%
BWP
1472
Burling Wealth Partners
Illinois
$527K -$30.4K -55 -5%
SIMG
1473
Sonora Investment Management Group
Arizona
$526K +$20.5K +37 +4%
BFG
1474
Beacon Financial Group
Texas
$525K -$48.1K -87 -8%
NGA
1475
Naples Global Advisors
Florida
$525K – – –
57 58
59
60 61