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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Simplify Asset Management
Nevada
$8.35M +$3.78M +7,100 +93%
FCH
602
Freestone Capital Holdings
Washington
$8.23M +$286K +537 +4%
BIP
603
Bouvel Investment Partners
Pennsylvania
$8.21M +$134K +251 +2%
TCA
604
Trifecta Capital Advisors
Illinois
$8.19M +$238K +447 +3%
PHM
605
Prospect Hill Management
New Jersey
$8.18M -$200K -375 -3%
SF
606
Summit Financial
New Jersey
$8.17M -$20.2K -38 -0.3%
FNT
607
First National Trust
Pennsylvania
$8.11M +$125K +235 +2%
CGIM
608
Capital Group Investment Management
Singapore
$8.11M +$157K +294 +2%
ALMGDA
609
AG2R La Mondiale Gestion d'Actifs
France
$8.1M +$473K +889 +7%
PIMJS
610
PKO Investment Management Joint-Stock
Poland
$8.1M -$7.88M -14,805 -51%
AG
611
Ascent Group
Virginia
$8.07M +$376K +707 +5%
BTW
612
Boston Trust Walden
Massachusetts
$7.91M -$90.5K -170 -1%
WS
613
Wedbush Securities
California
$7.85M +$38.9K +73 +0.5%
GSCM
614
Greenfield Seitz Capital Management
Texas
$7.83M -$35.1K -66 -0.5%
BFG
615
Bleakley Financial Group
New Jersey
$7.77M -$11.7K -22 -0.2%
SW
616
SVB Wealth
Massachusetts
$7.58M -$524K -985 -7%
HWAM
617
Hennion & Walsh Asset Management
New Jersey
$7.58M -$138K -259 -2%
RFC
618
Regions Financial Corp
Alabama
$7.56M -$292K -549 -4%
LNWTC
619
Laird Norton Wetherby Trust Company
Washington
$7.55M +$7.1M +13,339 New
SPG
620
Strategic Planning Group
Utah
$7.5M -$4.67M -8,774 -40%
SWM
621
Spire Wealth Management
Virginia
$7.45M +$2.72M +5,117 +64%
NEI
622
Northwest & Ethical Investments
Ontario, Canada
$7.4M -$553K -1,038 -7%
PTC
623
Philadelphia Trust Company
Pennsylvania
$7.33M +$6.9M +12,952 New
BSAM
624
Blue Square Asset Management
New York
$7.32M +$100K +188 +1%
MAM
625
Morse Asset Management
Connecticut
$7.31M +$41.5K +78 +0.6%
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