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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
1026
Edgemoor Investment Advisors
Maryland
$248K +$2.23K +9 +1%
BCM
1027
Brasada Capital Management
Texas
$245K – – –
BC
1028
Burney Company
Virginia
$245K – – –
CA
1029
Callahan Advisors
Texas
$245K – – –
FWCM
1030
Ferguson Wellman Capital Management
Oregon
$245K – – –
MIH
1031
Meitav Investment House
Israel
$245K – – –
NAMP
1032
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$245K – – –
RSS
1033
Rosenblum Silverman Sutton
California
$245K – – –
UWPG
1034
Ullmann Wealth Partners Group
Florida
$245K – – –
PG
1035
Pendal Group
Australia
$245K +$223K +897 New
ECM
1036
EMC Capital Management
Texas
$245K +$223K +900 New
CG
1037
Clarus Group
Texas
$242K +$223K +900 New
FPS
1038
Fieldpoint Private Securities
Connecticut
$239K +$218K +876 New
GA
1039
Greytown Advisors
Florida
$237K +$216K +870 New
CBFP
1040
Cedar Brook Financial Partners
Ohio
$236K -$17.1K -69 -7%
TWA
1041
TCI Wealth Advisors
Arizona
$236K +$745 +3 +0.3%
GB
1042
Goepper Burkhardt
South Carolina
$236K +$215K +864 New
TU
1043
TDAM USA
Ontario, Canada
$236K +$215K +867 New
SF
1044
Symphony Financial
Texas
$235K +$3.73K +15 +2%
KCPG
1045
Kavar Capital Partners Group
Kansas
$233K – – –
VA
1046
Valmark Advisers
Ohio
$232K -$20.1K -81 -9%
FB
1047
Fulton Bank
Pennsylvania
$232K – – –
PPCM
1048
Pillar Pacific Capital Management
California
$232K +$1.49K +6 +0.7%
9WM
1049
9258 Wealth Management
Ohio
$229K -$27.6K -111 -12%
HHGA
1050
Halbert Hargrove Global Advisors
California
$229K +$209K +840 New
40 41
42
43 44