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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
KOCAA
551
Knights of Columbus Asset Advisors
Connecticut
$2.53M +$767K +3,112 +46%
RPAM
552
Rhenman & Partners Asset Management
Sweden
$2.51M +$1.23M +5,000 +100%
HFA
553
Harbert Fund Advisors
Alabama
$2.49M +$2.4M +9,750 New
FTDI
554
First Trust Direct Indexing
Massachusetts
$2.44M -$21.2K -86 -0.9%
NL
555
NWAM LLC
Washington
$2.43M -$2.94M -11,943 -56%
SAM
556
Simplify Asset Management
Nevada
$2.42M +$386K +1,568 +20%
FCT
557
Family Capital Trust
Massachusetts
$2.4M -$616K -2,500 -21%
GAM
558
Gotham Asset Management
New York
$2.39M -$976K -3,963 -30%
LWCFA
559
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.38M +$29.8K +121 +1%
PI
560
PineBridge Investments
New York
$2.36M +$2.05M +8,317 +914%
AFC
561
AFT Forsyth & Company
Florida
$2.36M -$50.5K -205 -2%
V
562
Veritable
Delaware
$2.35M -$13.1K -53 -0.6%
AAS
563
Avantax Advisory Services
Texas
$2.35M -$191K -774 -8%
WT
564
Whittier Trust
California
$2.32M -$1.48K -6 -0.1%
HCM
565
Highlander Capital Management
New Jersey
$2.32M – – –
RP
566
Regal Partners
Australia
$2.3M +$2.22M +9,000 New
FBT
567
First Bank & Trust
South Dakota
$2.3M -$391K -1,588 -15%
BJL
568
Brighton Jones LLC
Washington
$2.29M +$1.28M +5,197 +139%
JIP
569
Jaffetilchin Investment Partners
Florida
$2.28M -$26.1K -106 -1%
IAA
570
Independent Advisor Alliance
North Carolina
$2.28M +$2.2M +8,933 New
FFA
571
First Foundation Advisors
California
$2.25M -$23.2K -94 -1%
OAM
572
Oak Asset Management
California
$2.24M -$12.3K -50 -0.6%
AMCA
573
Arthur M. Cohen & Associates
Illinois
$2.23M +$38.7K +157 +2%
CLOS
574
Compagnie Lombard Odier SCmA
Switzerland
$2.23M -$34K -138 -2%
SI
575
Stephens Inc
Arkansas
$2.19M -$67.7K -275 -3%
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