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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
501
AGF Investments LLC
Ontario, Canada
$642K +$584K +4,182 +899%
FTIOP
502
Fiduciary Trust International of Pennsylvania
Pennsylvania
$638K -$25.1K -180 -4%
OAM
503
Oak Asset Management
California
$636K -$20.9K -150 -3%
BOH
504
Bank of Hawaii
Hawaii
$630K -$701K -5,025 -52%
CIC
505
Chilton Investment Company
Connecticut
$619K – – –
ATFA
506
All Terrain Financial Advisors
Minnesota
$619K +$628K +4,500 New
HCMT
507
Highland Capital Management (Tennessee)
Tennessee
$616K +$102K +732 +20%
BA
508
BKS Advisors
Michigan
$588K – – –
JIP
509
Jaffetilchin Investment Partners
Florida
$586K +$594K +4,257 New
LNWWM
510
Laird Norton Wetherby Wealth Management
California
$578K +$26.8K +192 +5%
SF
511
Synovus Financial
Georgia
$577K +$169K +1,212 +41%
CAAS
512
Capital Asset Advisory Services
Michigan
$576K -$111K -792 -16%
FMLI
513
Fukoku Mutual Life Insurance
Japan
$573K – – –
TCOV
514
Trust Company of Vermont
Vermont
$571K +$20.9K +150 +4%
WCM
515
Weik Capital Management
Pennsylvania
$564K +$85.8K +615 +18%
CBU
516
CIBC Bank USA
Illinois
$546K -$14.2K -102 -3%
SAMC
517
Spectrum Asset Management (California)
California
$543K -$198K -1,419 -28%
IFAM
518
Institutional & Family Asset Management
Colorado
$533K – – –
CLOS
519
Compagnie Lombard Odier SCmA
Switzerland
$531K -$20.9K -150 -4%
WF
520
Welch & Forbes
Massachusetts
$529K +$2.51K +18 +0.5%
BRWA
521
B. Riley Wealth Advisors
Florida
$527K +$215K +1,542 +68%
NPF
522
Norris Perne & French
Michigan
$526K -$10.5K -75 -2%
CCA
523
Checchi Capital Advisers
California
$513K -$46.5K -333 -8%
WAM
524
Wealthspire Advisors (Maryland)
Maryland
$503K -$15.5K -111 -3%
SLAM
525
Swiss Life Asset Management
$499K -$3.58M -25,656 -88%
19 20
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