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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1101
TimeScale Financial
Massachusetts
$115K +$16.4K +66 +19%
PFBT
1102
Parkside Financial Bank & Trust
Missouri
$115K +$25.3K +102 +32%
FMII
1103
Farmers & Merchants Investments Inc
Nebraska
$111K – – –
NFG
1104
Next Financial Group
Texas
$111K +$3.73K +15 +4%
GC
1105
Giverny Capital
Quebec, Canada
$110K – – –
PB
1106
Pinnacle Bancorp
Nebraska
$110K – – –
WEC
1107
Winslow Evans & Crocker
Massachusetts
$110K +$2.98K +12 +3%
JFGIW
1108
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$109K +$99.1K +399 New
CI
1109
CX Institutional
Indiana
$105K +$27.6K +111 +41%
IAIM
1110
International Assets Investment Management
Florida
$101K +$91.6K +369 New
MC
1111
Maverick Capital
Texas
$99K -$343K -1,383 -79%
KPCM
1112
Kings Point Capital Management
New York
$99K -$7.45K -30 -8%
TSW
1113
Thompson Siegel & Walmsley
Virginia
$98K – – –
FPFS
1114
First Personal Financial Services
North Carolina
$98K +$8.94K +36 +11%
LWA
1115
Lenox Wealth Advisors
New York
$97K -$3.73K -15 -4%
PFGIA
1116
Patriot Financial Group Insurance Agency
Massachusetts
$97K – – –
VFA
1117
Valeo Financial Advisors
Indiana
$95K -$58.8K -237 -41%
DSC
1118
Duncker Streett & Co
Missouri
$93K – – –
AF
1119
Advisornet Financial
Minnesota
$90K – – –
CAGAS
1120
Capital Advisory Group Advisory Services
Minnesota
$90K +$8.19K +33 +11%
TFO
1121
Tarbox Family Office
California
$89K – – –
HGWM
1122
Harvest Group Wealth Management
Massachusetts
$86K +$7.45K +30 +11%
FCH
1123
Freestone Capital Holdings
Washington
$85.9K +$11.2K +45 +17%
VCM
1124
Versant Capital Management
Arizona
$84K – – –
CFD
1125
Creative Financial Designs
Indiana
$83K – – –
43 44
45
46 47