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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
726
Cannell & Co
New York
$230K +$213K +1,200 New
DP
727
Dearborn Partners
Illinois
$230K +$213K +1,200 New
AWM
728
AE Wealth Management
Kansas
$230K +$214K +1,203 New
NIT
729
NumerixS Investment Technologies
British Columbia, Canada
$228K +$213K +1,200 New
AIA
730
AIMZ Investment Advisors
California
$224K +$208K +1,170 New
QC
731
QCM Cayman
Texas
$223K +$207K +1,167 New
HWA
732
Heritage Wealth Advisors
Virginia
$220K +$205K +1,155 New
BC
733
Brinker Capital
Pennsylvania
$218K +$202K +1,137 New
WP
734
WealthPLAN Partners
Nebraska
$215K -$31.4K -177 -12%
BSW
735
Buckingham Strategic Wealth
Missouri
$215K +$199K +1,122 New
AF
736
Alerus Financial
North Dakota
$215K +$200K +1,125 New
IWC
737
Integrated Wealth Concepts
Massachusetts
$211K +$196K +1,101 New
CCA
738
Conestoga Capital Advisors
Pennsylvania
$210K +$194K +1,095 New
FWCM
739
Ferguson Wellman Capital Management
Oregon
$208K +$193K +1,089 New
VA
740
Valmark Advisers
Ohio
$208K +$193K +1,089 New
IG
741
Ithaka Group
Virginia
$207K +$192K +1,080 New
UCMOK
742
United Capital Management of KS
Kansas
$205K +$196K +1,104 New
GWM
743
Geneos Wealth Management
Colorado
$204K +$4.79K +27 +3%
MOS
744
MGO One Seven
Ohio
$204K +$190K +1,071 New
EWM
745
Evercore Wealth Management
New York
$202K +$188K +1,056 New
RTS
746
Round Table Services
New Jersey
$202K +$188K +1,056 New
UR
747
USCA RIA
Texas
$202K +$188K +1,056 New
BTNA
748
Bremer Trust National Association
Minnesota
$201K +$186K +1,050 New
MFBTD
749
MB Financial Bank - Trust Department
Illinois
$198K – – –
TFS
750
TrustCore Financial Services
Tennessee
$196K – – –
28 29
30
31 32