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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1101
Oarsman Capital
Wisconsin
$500K +$235K +790 +114%
MIS
1102
Morningstar Investment Services
Illinois
$499K +$439K +1,474 New
CA
1103
Cambridge Advisors
Nebraska
$499K – – –
AWA
1104
Arete Wealth Advisors
Illinois
$498K +$440K +1,475 New
BTWM
1105
Baker Tilly Wealth Management
Wisconsin
$493K -$110K -370 -20%
IWM
1106
IHT Wealth Management
Illinois
$492K +$22.4K +75 +5%
PP
1107
Pegasus Partners
Wisconsin
$492K – – –
GSEP
1108
Golden State Equity Partners
California
$491K +$71.2K +239 +20%
BMCM
1109
Bryn Mawr Capital Management
Pennsylvania
$489K – – –
TNA
1110
True North Advisors
Texas
$489K +$26.8K +90 +7%
CW
1111
Connectus Wealth
Ohio
$488K -$133K -447 -24%
CMI
1112
Clare Market Investments
Texas
$487K -$79K -265 -15%
GFP
1113
Guardian Financial Partners
California
$486K – – –
MMA
1114
Miracle Mile Advisors
California
$485K +$9.54K +32 +2%
RA
1115
Riverstone Advisors
Texas
$485K – – –
TFGT
1116
TS Financial Group (TSFG)
Illinois
$484K -$17.9K -60 -4%
NFG
1117
Nations Financial Group
Iowa
$483K +$4.77K +16 +1%
ILI
1118
Invesco LLC (Illinois)
Illinois
$483K -$62.6K -210 -13%
PFA
1119
Pure Financial Advisors
California
$483K +$10.1K +34 +2%
WSTAM
1120
Wilbanks Smith & Thomas Asset Management
Virginia
$480K – – –
PCIG
1121
Partners Capital Investment Group
Massachusetts
$480K +$170K +570 +67%
TIMH
1122
Tilt Investment Management Holdings
New York
$477K -$135K -453 -24%
EFS
1123
Essex Financial Services
Connecticut
$476K -$55.1K -185 -12%
SIC
1124
SFE Investment Counsel
California
$476K +$24.7K +83 +6%
VI
1125
Versor Investments
New York
$474K -$506K -1,696 -55%
43 44
45
46 47