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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
551
Telemus Capital
Michigan
$737K -$77.1K -450 -9%
AA
552
ALPS Advisors
Colorado
$726K +$206K +1,200 +41%
RBFC
553
Roman Butler Fullerton & Co
Missouri
$720K -$352K -2,052 -33%
LP
554
LMR Partners
United Kingdom
$700K +$686K +4,005 New
BFEC
555
Benjamin F. Edwards & Company
Missouri
$698K -$6.17K -36 -0.9%
CRWM
556
Castle Rock Wealth Management
California
$696K +$652K +3,804 New
SW
557
SlateStone Wealth
Florida
$690K -$74.5K -435 -10%
IEFM
558
IQ EQ Fund Management
Ireland
$687K +$673K +3,927 New
WF
559
Welch & Forbes
Massachusetts
$668K – – –
SGI
560
Summit Global Investments
Utah
$656K +$24.7K +144 +4%
TFA
561
Transamerica Financial Advisors
Florida
$650K +$636K +3,714 New
SP
562
SWS Partners
Ohio
$648K +$621K +3,624 New
IFWM
563
Institute for Wealth Management
Colorado
$645K -$2.36M -13,761 -79%
CAN
564
Cetera Advisor Networks
California
$644K +$56K +327 +10%
AWM
565
AE Wealth Management
Kansas
$639K +$626K +3,654 New
FI
566
FormulaFolio Investments
Michigan
$638K +$388K +2,265 +163%
KA
567
Kintegral Advisory
New York
$627K – – –
DY
568
Dowling & Yahnke
California
$626K -$62.7K -366 -9%
CCA
569
Checchi Capital Advisers
California
$624K +$41.6K +243 +7%
HI
570
Harrington Investments
California
$623K +$30.8K +180 +5%
CCM
571
Canal Capital Management
Virginia
$619K +$607K +3,540 New
NPF
572
Norris Perne & French
Michigan
$616K – – –
FWM
573
Frontier Wealth Management
Missouri
$612K -$41.1K -240 -6%
MOS
574
MGO One Seven
Ohio
$604K +$34.4K +201 +6%
EHC
575
Everett Harris & Co
California
$603K -$64.3K -375 -10%
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