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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
601
Lido Advisors
California
$595K -$222K -1,251 -29%
WAM
602
Wealthspire Advisors (Maryland)
Maryland
$590K -$109K -615 -17%
Teacher Retirement System of Texas
603
Teacher Retirement System of Texas
Texas
$579K -$3.43M -19,320 -86%
WPC
604
Waters Parkerson & Co
Louisiana
$576K
AFG
605
Albion Financial Group
Utah
$573K
CWM
606
Calamos Wealth Management
Illinois
$572K +$534K +3,006 New
Fifth Third Bancorp
607
Fifth Third Bancorp
Ohio
$567K +$121K +678 +29%
AA
608
ALPS Advisors
Colorado
$561K +$73K +411 +16%
MTC
609
McDaniel Terry & Co
Texas
$556K
CSIC
610
Clifford Swan Investment Counsel
California
$543K
II
611
Inspire Investing
Idaho
$543K +$138K +774 +37%
BCP
612
Berkeley Capital Partners
Georgia
$542K +$223K +1,257 +79%
SSB
613
Sandy Spring Bank
Maryland
$541K +$335K +1,887 +197%
CCIA
614
Campbell & Co Investment Adviser
Maryland
$537K +$502K +2,826 New
NA
615
NewEdge Advisors
Louisiana
$532K +$147K +828 +42%
CEP
616
Chicago Equity Partners
Illinois
$519K -$8.69M -48,873 -95%
FT
617
Fiduciary Trust
Massachusetts
$517K +$35.2K +198 +8%
TTWM
618
TCV Trust & Wealth Management
Virginia
$516K -$13.3K -75 -3%
MAFM
619
Mid Atlantic Financial Management
Pennsylvania
$515K +$208K +1,173 +77%
HCMNY
620
Howard Capital Management (New York)
New York
$514K
SRC
621
Stone Run Capital
New York
$514K
SAMC
622
Spectrum Asset Management (California)
California
$507K +$37.3K +210 +9%
SP
623
Symmetry Partners
Connecticut
$506K -$167K -939 -26%
HCM
624
Howard Capital Management
Georgia
$503K +$457K +2,574 New
CAM
625
Cresset Asset Management
Illinois
$500K +$203K +1,143 +77%