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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
776
Rehmann Capital Advisory Group
Michigan
$209K +$8K +45 +4%
CCA
777
Conestoga Capital Advisors
Pennsylvania
$208K +$195K +1,095 New
BP
778
Ballentine Partners
Massachusetts
$207K -$93.3K -525 -33%
BDF
779
Balasa Dinverno & Foltz
$206K +$192K +1,083 New
FMT
780
First Mercantile Trust
Tennessee
$206K +$192K +1,083 New
FVWA
781
Foster Victor Wealth Advisors
South Carolina
$205K +$191K +1,077 New
AWA
782
Arete Wealth Advisors
Illinois
$205K +$192K +1,080 New
WEC
783
Winslow Evans & Crocker
Massachusetts
$204K +$59.7K +336 +46%
FANJ
784
Financial Architects (New Jersey)
New Jersey
$202K -$23.5K -132 -11%
BC
785
Brinker Capital
Pennsylvania
$200K +$187K +1,053 New
MCM
786
Manchester Capital Management
Vermont
$200K +$187K +1,053 New
MFBTD
787
MB Financial Bank - Trust Department
Illinois
$197K – – –
TFS
788
TrustCore Financial Services
Tennessee
$195K – – –
HWA
789
Heritage Wealth Advisors
Virginia
$191K – – –
OWD
790
Osborn Williams & Donohoe
Ohio
$191K +$174K +978 New
GLI
791
Guardian Life Insurance
New York
$188K +$4.26K +24 +2%
CFA
792
Carroll Financial Associates
North Carolina
$183K +$148K +834 +647%
ARMT
793
Amica Retiree Medical Trust
Rhode Island
$180K – – –
NFG
794
Next Financial Group
Texas
$174K -$119K -669 -42%
NFH
795
NEXT Financial Holdings
Texas
$174K +$162K +912 New
CIAS
796
Capital Investment Advisory Services
North Carolina
$171K – – –
QCG
797
Quadrant Capital Group
Ohio
$164K +$92.8K +522 +137%
BBNA
798
Bremer Bank National Association
Minnesota
$164K +$172K +966 New
SMG
799
Spectrum Management Group
Indiana
$157K – – –
LC
800
Lavaca Capital
Texas
$154K – – –
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