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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
626
First Command Bank
Texas
$15K +$13.7K +126 New
FCFS
627
First Command Financial Services
Texas
$15K +$13.7K +126 New
WTB
628
Washington Trust Bank
Washington
$14K +$12.7K +117 New
TFO
629
Tarbox Family Office
California
$13K +$2.94K +27 +33%
HS
630
Horan Securities
United States
$11K +$29.4K +270 New
FDCDDQ
631
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.5K -$6.86K -63 -41%
GEA
632
Glen Eagle Advisors
New Jersey
$10.5K – – –
BCM
633
Blume Capital Management
California
$10K +$9.81K +90 New
CWM
634
Catamount Wealth Management
Connecticut
$10K +$9.81K +90 New
EDRH
635
Edmond de Rothschild Holding
Switzerland
$10K +$9.81K +90 New
TG
636
TLP Group
Illinois
$10K +$9.81K +90 New
EFSCE
637
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$2.94K +27 +50%
AAP
638
Arax Advisory Partners
Colorado
$9K +$6.86K +63 +350%
WA
639
WealthTrust-Arizona
Arizona
$9K +$8.83K +81 New
CFA
640
Carroll Financial Associates
North Carolina
$6K -$49K -450 -89%
TCM
641
Tradewinds Capital Management
Washington
$6K – – –
RFA
642
Reilly Financial Advisors
California
$5K – – –
IP
643
Intellectus Partners
California
$5K +$4.9K +45 New
ATC
644
Adirondack Trust Company
New York
$4K – – –
MCM
645
MV Capital Management
Maryland
$4K +$3.92K +36 New
RBC
646
Roble Belko & Company
Pennsylvania
$3K – – –
OFW
647
Omnia Family Wealth
Florida
$2K -$3.92K -36 -67%
GWS
648
Glassman Wealth Services
Virginia
$1K – – –
ABFS
649
Appropriate Balance Financial Services
Washington
$775 +$142K +1,305 +22%
SAM
650
Sectoral Asset Management
Quebec, Canada
– -$15.4M -148,203 Closed
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