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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
826
Patriot Financial Group Insurance Agency
Massachusetts
$63K -$8.3K -48 -12%
CSS
827
Cubist Systematic Strategies
Connecticut
$62K -$334K -1,929 -85%
PCG
828
Private Capital Group
Connecticut
$57K -$9.86K -57 -15%
PMFA
829
Plante Moran Financial Advisors
Michigan
$57K +$519 +3 +1%
FANJ
830
Financial Architects (New Jersey)
New Jersey
$57K +$2.59K +15 +5%
VCM
831
Versant Capital Management
Arizona
$56K -$7.78K -45 -13%
HGWM
832
Harvest Group Wealth Management
Massachusetts
$56K +$14K +81 +35%
PFBT
833
Parkside Financial Bank & Trust
Missouri
$55K -$1.04K -6 -2%
QCIG
834
Quad-Cities Investment Group
Iowa
$54K – – –
GI
835
Gradient Investments
Minnesota
$53K +$41.5K +240 +421%
SLF
836
Sun Life Financial
Ontario, Canada
$50K – – –
NSIM
837
North Star Investment Management
Illinois
$49K +$46.7K +270 New
GAM
838
Gemmer Asset Management
California
$48K +$3.11K +18 +7%
TFO
839
Tarbox Family Office
California
$47K – – –
GWS
840
Glassman Wealth Services
Virginia
$45K – – –
TIM
841
Tortoise Investment Management
New York
$44K – – –
OIA
842
Optimum Investment Advisors
Illinois
$44K +$1.56K +9 +4%
EW
843
Evoke Wealth
California
$43.2K +$41.5K +240 New
THWM
844
Taylor Hoffman Wealth Management
Virginia
$43K – – –
VRM
845
Vectors Research Management
New York
$43K – – –
WPA
846
West Paces Advisors
Georgia
$41K – – –
FA
847
Financial Advantage
Maryland
$41K – – –
AWM
848
Avior Wealth Management
Nebraska
$40K – – –
JCM
849
Jacobi Capital Management
Pennsylvania
$40K – – –
RFA
850
Reilly Financial Advisors
California
$40K – – –
32 33
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35 36