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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAC
751
Private Wealth Advisors (California)
California
$223K – – –
SHWM
752
Smith & Howard Wealth Management
Georgia
$215K – – –
BP
753
Ballentine Partners
Massachusetts
$213K +$23.1K +135 +12%
PAS
754
Partnervest Advisory Services
California
$211K +$6.68K +39 +3%
DP
755
Dearborn Partners
Illinois
$210K – – –
SPIA
756
Steward Partners Investment Advisory
New York
$209K +$206K +1,200 New
AWA
757
Arete Wealth Advisors
Illinois
$208K +$19K +111 +10%
GWM
758
Geneos Wealth Management
Colorado
$207K – – –
AAM
759
Azzad Asset Management
Virginia
$207K +$4.11K +24 +2%
CF
760
Centaurus Financial
California
$205K -$15.4K -90 -7%
AIA
761
AIMZ Investment Advisors
California
$205K – – –
FHC
762
First Heartland Consultants
Missouri
$204K -$22.1K -129 -10%
MIM
763
Moseley Investment Management
Florida
$204K +$199K +1,164 New
BIM
764
Bridges Investment Management
Nebraska
$204K +$200K +1,167 New
MFW
765
Meristem Family Wealth
Minnesota
$203K -$2.57K -15 -1%
RCAG
766
Rehmann Capital Advisory Group
Michigan
$202K +$9.77K +57 +5%
MAFM
767
Mid Atlantic Financial Management
Pennsylvania
$201K -$266K -1,554 -57%
SWP
768
Stratos Wealth Partners
Ohio
$201K -$4.11K -24 -2%
MCM
769
Manchester Capital Management
Vermont
$184K – – –
GRP
770
Global Retirement Partners
California
$184K +$174K +1,017 +2,825%
HWA
771
Heritage Wealth Advisors
Virginia
$184K +$7.71K +45 +4%
KLWA
772
Kelly Lawrence W & Associates
California
$180K +$103K +600 +139%
TFS
773
TrustCore Financial Services
Tennessee
$179K – – –
AAP
774
Arax Advisory Partners
Colorado
$176K +$173K +1,008 New
GLI
775
Guardian Life Insurance
New York
$173K – – –
29 30
31
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