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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
401
Assured Investment Management
New York
$713K -$51.7K -675 -7%
WTC
402
WhitTier Trust Company
Nevada
$711K
MSV
403
MN Services Vermogensbeheer
Netherlands
$707K +$21.4K +279 +3%
MCM
404
MAI Capital Management
Ohio
$705K -$30.3K -396 -4%
Federated Hermes
405
Federated Hermes
Pennsylvania
$695K -$252K -3,285 -28%
CC
406
ClearArc Capital
Ohio
$691K +$24.8K +324 +4%
LWCFA
407
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$686K
KeyBank National Association
408
KeyBank National Association
Ohio
$680K -$7.58K -99 -1%
LTFS
409
Ladenburg Thalmann Financial Services
Florida
$677K +$34.5K +450 +6%
FMT
410
First Mercantile Trust
Tennessee
$674K -$68.9K -900 -10%
Neuberger Berman Group
411
Neuberger Berman Group
New York
$661K +$199K +2,601 +46%
JGC
412
J. Goldman & Co
New York
$652K +$620K +8,100 New
NIT
413
NumerixS Investment Technologies
British Columbia, Canada
$652K +$620K +8,100 New
DAS
414
Dynamic Advisor Solutions
Arizona
$651K -$34.5K -450 -5%
ABFS
415
Appropriate Balance Financial Services
Washington
$635K -$26.2K -342 -4%
BCM
416
Bayesian Capital Management
New York
$631K +$600K +7,830 New
RCAMU
417
Rothschild & Co Asset Management US
Connecticut
$614K +$6.2K +81 +1%
BOTW
418
Bank of the West
California
$582K
SSWM
419
Smith Salley Wealth Management
North Carolina
$581K -$13.1K -171 -2%
CA
420
Continental Advisors
Utah
$580K -$710K -9,270 -56%
WCM
421
Washington Capital Management
Washington
$580K
CEP
422
Chicago Equity Partners
Illinois
$580K +$551K +7,200 New
EOJOAM
423
E. Ohman J:or Asset Management
Sweden
$580K +$68.9K +900 +14%
FG
424
Fiduciary Group
Georgia
$577K
JIC
425
Johnson Investment Counsel
Ohio
$574K -$17.2K -225 -3%