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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
726
Douglass Winthrop Advisors
New York
$271K – – –
PIM
727
Penobscot Investment Management
Massachusetts
$271K +$253K +1,425 New
IG
728
ING Group
Netherlands
$270K -$290K -1,629 -53%
HI
729
Horizon Investments
North Carolina
$269K +$252K +1,416 New
PGFC
730
Peapack-Gladstone Financial Corp
New Jersey
$267K – – –
NNP
731
Nachman Norwood & Parrott
South Carolina
$266K +$3.2K +18 +1%
FI
732
FormulaFolio Investments
Michigan
$264K +$24K +135 +11%
NIM
733
NuWave Investment Management
New Jersey
$262K +$237K +1,335 +3,179%
WWM
734
Windsor Wealth Management
Indiana
$258K – – –
ZIC
735
ZWJ Investment Counsel
Georgia
$257K -$24K -135 -9%
CCP
736
Clarkston Capital Partners
Michigan
$257K -$7.46K -42 -3%
AIM
737
Acropolis Investment Management
Missouri
$257K – – –
AIC
738
Archer Investment Corporation
Indiana
$257K +$240K +1,350 New
IA
739
IFG Advisory
Georgia
$256K +$239K +1,347 New
HWA
740
HCR Wealth Advisors
California
$254K -$69.3K -390 -23%
HA
741
Harfst & Associates
Wyoming
$254K +$8.53K +48 +4%
B
742
Barings
North Carolina
$252K -$1.51M -8,490 -86%
SIC
743
SFE Investment Counsel
California
$249K -$343K -1,932 -60%
FHC
744
First Heartland Consultants
Missouri
$246K +$230K +1,293 New
FWM
745
Foresight Wealth Management
Utah
$244K +$228K +1,284 New
JGGDR
746
JGP Global Gestao de Recursos
Brazil
$243K +$227K +1,278 New
GP
747
Girard Partners
Pennsylvania
$240K – – –
CF
748
Centaurus Financial
California
$240K +$224K +1,260 New
CGL
749
Clarius Group LLC
Washington
$240K +$224K +1,263 New
CAG
750
Csenge Advisory Group
Florida
$240K +$224K +1,263 New
28 29
30
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