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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1526
Advance Capital Management
Michigan
$414K +$3.13K +6 +0.8%
BBA
1527
BLB&B Advisors
Pennsylvania
$413K +$1.56K +3 +0.4%
RA
1528
RFG Advisory
Alabama
$413K -$24.5K -47 -6%
PWA
1529
Physician Wealth Advisors
Utah
$412K +$1.56K +3 +0.4%
TCWM
1530
Total Clarity Wealth Management
Illinois
$412K +$12K +23 +3%
CIS
1531
Custom Index Systems
New York
$410K +$521 +1 +0.1%
RFA
1532
Rollins Financial Advisors
New York
$409K -$30.7K -59 -7%
MC
1533
Middleton & Co
Massachusetts
$409K – – –
DBRC
1534
D.B. Root & Company
Pennsylvania
$407K -$29.7K -57 -7%
KA
1535
Klingman & Associates
New York
$407K +$28.6K +55 +8%
APW
1536
Austin Private Wealth
Texas
$407K -$253K -485 -38%
AF
1537
Advisornet Financial
Minnesota
$403K -$26K -50 -6%
GWSG
1538
GPS Wealth Strategies Group
Colorado
$400K -$190K -365 -32%
ECG
1539
Edge Capital Group
Georgia
$399K +$33.9K +65 +9%
FWM
1540
Finer Wealth Management
Massachusetts
$398K -$38.5K -74 -9%
UCMOK
1541
United Capital Management of KS
Kansas
$396K +$521 +1 +0.1%
CNBT
1542
Canandaigua National Bank & Trust
New York
$395K – – –
SF
1543
SWP Financial
California
$395K – – –
FC
1544
Farringdon Capital
United Kingdom
$395K +$394K +756 New
SSWM
1545
Smith Salley Wealth Management
North Carolina
$394K – – –
JAG
1546
Journey Advisory Group
Kentucky
$393K – – –
NWM
1547
Napa Wealth Management
California
$392K -$1.2M -2,298 -75%
FC
1548
Fairscale Capital
New Hampshire
$392K – – –
PFBT
1549
Parkside Financial Bank & Trust
Missouri
$390K +$9.9K +19 +3%
WA
1550
Wambolt & Associates
Colorado
$389K +$2.08K +4 +0.5%
60 61
62
63 64