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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
826
Waldron Private Wealth
Pennsylvania
$219K +$209K +1,116 New
FA
827
FDx Advisors
Illinois
$216K -$389K -2,079 -66%
CIC
828
Crawford Investment Counsel
Georgia
$213K +$202K +1,080 New
UCMOK
829
United Capital Management of KS
Kansas
$213K +$203K +1,083 New
FP
830
Financial Perspectives
Minnesota
$213K +$202K +1,080 New
RE
831
RBC Europe
United Kingdom
$210K – – –
HH
832
Hilltop Holdings
Texas
$210K +$199K +1,065 New
CMI
833
Clare Market Investments
Texas
$210K +$199K +1,065 New
FWIA
834
Fort Washington Investment Advisors
Ohio
$207K -$39.3K -210 -17%
HWA
835
Heritage Wealth Advisors
Virginia
$207K – – –
IWC
836
Integrated Wealth Concepts
Massachusetts
$206K +$196K +1,047 New
SWM
837
Segment Wealth Management
Texas
$206K +$196K +1,047 New
CWM
838
Chesapeake Wealth Management
Virginia
$204K +$193K +1,032 New
DP
839
Dearborn Partners
Illinois
$204K +$194K +1,035 New
FWCM
840
Ferguson Wellman Capital Management
Oregon
$204K +$194K +1,035 New
FVWA
841
Foster Victor Wealth Advisors
South Carolina
$204K +$197K +1,050 New
TFS
842
TrustCore Financial Services
Tennessee
$202K – – –
DWT
843
Dorsey & Whitney Trust
South Dakota
$202K +$191K +1,020 New
HSA
844
HBK Sorce Advisory
Pennsylvania
$201K +$191K +1,020 New
PAM
845
Palisade Asset Management
Minnesota
$201K +$191K +1,020 New
GLI
846
Guardian Life Insurance
New York
$199K – – –
CCM
847
Covington Capital Management
California
$199K +$171K +912 +921%
ARMT
848
Amica Retiree Medical Trust
Rhode Island
$187K – – –
AIM
849
Acropolis Investment Management
Missouri
$186K – – –
BSPF
850
British Steel Pension Fund
United Kingdom
$183K – – –
32 33
34
35 36