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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
601
Orion Capital Management
California
$3.96M -$68K -180 -2%
BCI
602
Brinker Capital Investments
Pennsylvania
$3.93M -$96.4K -255 -3%
OPS
603
Orion Portfolio Solutions
Nebraska
$3.93M -$96.4K -255 -3%
WF
604
Welch & Forbes
Massachusetts
$3.93M -$17.8K -47 -0.5%
SA
605
Strategic Advocates
Utah
$3.92M +$768K +2,032 +26%
NL
606
NWAM LLC
Washington
$3.88M +$1.13K +3 +0%
IAA
607
Independent Advisor Alliance
North Carolina
$3.86M +$5.29K +14 +0.1%
KOCAA
608
Knights of Columbus Asset Advisors
Connecticut
$3.83M -$701K -1,855 -16%
FT
609
Fiduciary Trust
Massachusetts
$3.81M -$24.6K -65 -0.7%
LNC
610
Lincoln National Corp
Pennsylvania
$3.81M +$179K +473 +5%
RJT
611
Raymond James Trust
Florida
$3.79M +$137K +362 +4%
FCT
612
Family Capital Trust
Massachusetts
$3.74M – – –
NEI
613
Northwest & Ethical Investments
Ontario, Canada
$3.74M +$1.13M +2,988 +47%
O
614
Ossiam
France
$3.72M -$164K -435 -4%
BJL
615
Brighton Jones LLC
Washington
$3.72M +$173K +457 +5%
CCM
616
Coldstream Capital Management
Washington
$3.69M +$392K +1,037 +13%
TCA
617
Trifecta Capital Advisors
Illinois
$3.68M +$257K +680 +8%
AMCA
618
Arthur M. Cohen & Associates
Illinois
$3.67M +$130K +345 +4%
WT
619
Whittier Trust
California
$3.66M +$86.5K +229 +3%
BSW
620
Buckingham Strategic Wealth
Missouri
$3.65M +$66.9K +177 +2%
TCM
621
Traynor Capital Management
Pennsylvania
$3.64M +$1.59M +4,207 +86%
DWM
622
Dakota Wealth Management
Florida
$3.62M +$449K +1,188 +15%
HCM
623
Highlander Capital Management
New Jersey
$3.62M – – –
BWM
624
BNC Wealth Management
Oregon
$3.62M +$121K +320 +4%
HPC
625
HM Payson & Co
Maine
$3.59M -$829K -2,195 -20%
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