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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
601
NewEdge Advisors
Louisiana
$694K +$183K +975 +38%
IEFM
602
IQ EQ Fund Management
Ireland
$689K -$80.9K -432 -11%
BJL
603
Brighton Jones LLC
Washington
$689K -$10.7K -57 -2%
M
604
Mirova
France
$685K -$1.68M -8,946 -72%
RHBC
605
R.H. Bluestein & Co
Michigan
$683K -$11.2K -60 -2%
BOM
606
Bank of Marin
California
$683K +$649K +3,468 New
RC
607
RegentAtlantic Capital
New Jersey
$669K -$16.9K -90 -3%
PA
608
Paragon Advisors
Texas
$669K +$628K +3,354 New
PWM
609
Perigon Wealth Management
California
$666K +$12.4K +66 +2%
ACM
610
AlphaCrest Capital Management
New York
$666K +$632K +3,378 New
LOAME
611
Lombard Odier Asset Management (Europe)
United Kingdom
$661K – – –
HI
612
Harrington Investments
California
$660K -$12.4K -66 -2%
NPF
613
Norris Perne & French
Michigan
$641K -$36.5K -195 -6%
LCM
614
Landscape Capital Management
New Jersey
$639K -$4.63M -24,753 -88%
II
615
Inspire Investing
Idaho
$639K -$64.6K -345 -10%
NIT
616
NumerixS Investment Technologies
British Columbia, Canada
$635K +$604K +3,225 New
NL
617
NVWM LLC
Pennsylvania
$633K -$16.3K -87 -3%
CT
618
Columbia Trust
Oregon
$626K +$595K +3,180 New
EB
619
Eastern Bank
Massachusetts
$624K – – –
AIC
620
Archer Investment Corporation
Indiana
$621K – – –
OI
621
Oakbrook Investments
Illinois
$621K +$590K +3,150 New
JHP
622
James Hambro & Partners
United Kingdom
$610K +$580K +3,099 New
SVWAG
623
Sound View Wealth Advisors Group
Georgia
$609K +$8.43K +45 +1%
SLAM
624
Swiss Life Asset Management
$606K – – –
AMCA
625
Arthur M. Cohen & Associates
Illinois
$596K +$220K +1,176 +64%
23 24
25
26 27