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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
OWG
1701
Oxford Wealth Group
Florida
$422K +$397K +745 New
TPWA
1702
TRUE Private Wealth Advisors
Oregon
$421K – – –
ICP
1703
Impact Capital Partners
Colorado
$421K +$60.2K +113 +18%
JGGDR
1704
JGP Global Gestao de Recursos
Brazil
$421K -$40.5K -76 -9%
AAIM
1705
Asset Advisors Investment Management
Georgia
$420K +$395K +742 New
BBA
1706
BLB&B Advisors
Pennsylvania
$420K -$532 -1 -0.1%
SB
1707
Sunflower Bank
Texas
$418K +$16K +30 +4%
CWM
1708
Calamos Wealth Management
Illinois
$417K +$392K +736 New
DF
1709
Dunhill Financial
United Kingdom
$416K +$10.1K +19 +3%
STA
1710
Smith Thornton Advisors
Alabama
$415K -$1.6K -3 -0.4%
WRM
1711
Weybosset Research & Management
Rhode Island
$413K – – –
CIAS
1712
Capital Investment Advisory Services
North Carolina
$413K +$19.7K +37 +5%
MA
1713
MONECO Advisors
Connecticut
$413K -$14.9K -28 -4%
WBC
1714
West Branch Capital
Massachusetts
$412K -$4.26K -8 -1%
NHT
1715
New Hampshire Trust
New Hampshire
$412K -$49.5K -93 -11%
SICM
1716
Sustainable Insight Capital Management
New York
$411K +$386K +725 New
SWM
1717
Salvus Wealth Management
New Jersey
$410K +$385K +724 New
PWM
1718
Prentice Wealth Management
New York
$409K +$14.4K +27 +4%
FFA
1719
Florida Financial Advisors
Florida
$408K +$99.6K +187 +35%
CA
1720
Claro Advisors
Massachusetts
$407K +$7.45K +14 +2%
QPWM
1721
Quadrant Private Wealth Management
Pennsylvania
$407K +$382K +718 New
JFGIW
1722
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$406K -$134K -252 -26%
SPWM
1723
Spartan Planning & Wealth Management
North Carolina
$406K +$382K +717 New
ES
1724
Eagle Strategies
New York
$405K +$55.9K +105 +17%
DP
1725
Dearborn Partners
Illinois
$404K – – –
67 68
69
70 71