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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
I
551
IberiaBank
Louisiana
$981K +$538 +3 +0.1%
CI
552
Conning Inc
Connecticut
$970K -$25.8K -144 -3%
SPIA
553
Steward Partners Investment Advisory
New York
$968K +$272K +1,515 +42%
HCM
554
Howland Capital Management
Massachusetts
$967K – – –
JIP
555
Jaffetilchin Investment Partners
Florida
$962K +$395K +2,205 +77%
LNWWM
556
Laird Norton Wetherby Wealth Management
California
$959K -$112K -627 -11%
PWP
557
Private Wealth Partners
California
$958K -$750K -4,182 -45%
CCM
558
Canal Capital Management
Virginia
$952K +$18.8K +105 +2%
WHG
559
Westwood Holdings Group
Texas
$951K +$647K +3,612 +259%
LG
560
LaFleur & Godfrey
Michigan
$948K – – –
VCM
561
Virtue Capital Management
Tennessee
$944K +$891K +4,968 New
BAM
562
Belpointe Asset Management
Nevada
$941K +$676K +3,771 +321%
CAN
563
Cetera Advisor Networks
California
$925K +$37.6K +210 +5%
MCM
564
McRae Capital Management
New Jersey
$923K – – –
TYCC
565
Texas Yale Capital Corp
Florida
$912K +$53.8K +300 +7%
JHP
566
James Hambro & Partners
United Kingdom
$898K +$153K +852 +22%
TCOV
567
Trust Company of Vermont
Vermont
$893K – – –
FMT
568
First Mercantile Trust
Tennessee
$893K +$551K +3,075 +189%
GD
569
Grandfield & Dodd
New York
$880K – – –
KLC
570
Knowledge Leaders Capital
Colorado
$879K +$829K +4,626 New
RWB
571
RMR Wealth Builders
New Jersey
$876K +$827K +4,611 New
JWBC
572
J.W. Burns & Co
New York
$875K +$51.1K +285 +7%
CCP
573
Corient Capital Partners
California
$869K -$325K -1,815 -28%
IFAM
574
Institutional & Family Asset Management
Colorado
$869K – – –
SSWM
575
Smith Salley Wealth Management
North Carolina
$855K -$12.4K -69 -2%
21 22
23
24 25