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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
526
Williams Jones Wealth Management
New York
$950K +$9.34K +51 +0.9%
FRA
527
Front Row Advisors
California
$945K +$1.02M +5,550 New
FBT
528
First Bank & Trust
South Dakota
$937K +$100K +546 +11%
LNWWM
529
Laird Norton Wetherby Wealth Management
California
$936K +$48.9K +267 +5%
NA
530
NewEdge Advisors
Louisiana
$930K +$386K +2,109 +60%
ACM
531
Ativo Capital Management
Illinois
$923K – – –
WCM
532
Whitener Capital Management
North Carolina
$915K -$105K -576 -9%
MFAM
533
Motley Fool Asset Management
Virginia
$913K -$87.4K -477 -8%
MYAM
534
Meiji Yasuda Asset Management
Japan
$895K -$560K -3,060 -36%
OAM
535
Ostrum Asset Management
France
$891K -$659K -3,600 -40%
AAS
536
Avantax Advisory Services
Texas
$890K +$242K +1,320 +32%
MMC
537
Mizuho Markets Cayman
Cayman Islands
$888K +$985K +5,379 New
TC
538
Telemus Capital
Michigan
$887K +$16.5K +90 +2%
DAS
539
Dynamic Advisor Solutions
Arizona
$886K +$26.9K +147 +3%
CC
540
Chicago Capital
Illinois
$886K +$89K +486 +10%
CNBT
541
Canandaigua National Bank & Trust
New York
$885K +$166K +909 +20%
VR
542
Viridian RIA
Washington
$881K -$35.7K -195 -4%
FG
543
Fiduciary Group
Georgia
$878K +$5.5K +30 +0.6%
UB
544
UMB Bank
Missouri
$876K -$52.7K -288 -5%
CI
545
Conning Inc
Connecticut
$867K -$54.4K -297 -5%
C
546
Certuity
Florida
$857K -$12.1K -66 -1%
HCM
547
Hollencrest Capital Management
California
$856K -$27.5K -150 -3%
I
548
IberiaBank
Louisiana
$852K +$1.65K +9 +0.2%
HCM
549
Howland Capital Management
Massachusetts
$840K -$3.3K -18 -0.4%
SFI
550
SPC Financial Inc
Maryland
$837K -$148K -810 -14%
20 21
22
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