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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$1.06M +$5.62K +30 +0.6%
MME
527
Meag Munich Ergo
Germany
$1.06M -$3.35M -17,889 -77%
HCM
528
Hollencrest Capital Management
California
$1.05M – – –
CLOS
529
Compagnie Lombard Odier SCmA
Switzerland
$1.05M +$8.43K +45 +0.9%
FG
530
Fiduciary Group
Georgia
$1.04M – – –
DAS
531
Dynamic Advisor Solutions
Arizona
$1.03M -$106K -564 -10%
C
532
Certuity
Florida
$1.02M +$967K +5,166 New
I
533
IberiaBank
Louisiana
$1.01M – – –
FBT
534
First Bank & Trust
South Dakota
$1.01M -$47.2K -252 -5%
HCM
535
Howland Capital Management
Massachusetts
$1.01M +$2.81K +15 +0.3%
SHGA
536
Sand Hill Global Advisors
California
$1M +$43.8K +234 +5%
LG
537
LaFleur & Godfrey
Michigan
$990K -$5.62K -30 -0.6%
WGA
538
Weather Gauge Advisory
Virginia
$980K – – –
MERSOM
539
Municipal Employees' Retirement System of Michigan
Michigan
$964K -$1.01M -5,370 -52%
MCM
540
McRae Capital Management
New Jersey
$964K – – –
CC
541
Chicago Capital
Illinois
$962K – – –
APA
542
American Portfolios Advisors
New York
$954K +$671K +3,582 +284%
LBD
543
Landsberg Bennett & Dubbaneh
Florida
$953K +$40.4K +216 +5%
LNC
544
Lincoln National Corp
Pennsylvania
$950K +$395K +2,112 +78%
WSFS
545
Wilmington Savings Fund Society
Delaware
$945K – – –
ZCA
546
Zeke Capital Advisors
Pennsylvania
$924K -$8.99K -48 -1%
GD
547
Grandfield & Dodd
New York
$914K – – –
ATFA
548
All Terrain Financial Advisors
Minnesota
$909K – – –
RWB
549
RMR Wealth Builders
New Jersey
$909K +$863K +4,611 New
AWM
550
AE Wealth Management
Kansas
$905K +$124K +663 +17%
20 21
22
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