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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
626
Concurrent Investment Advisors
Florida
$4.85M +$2.28M +4,905 +99%
JF
627
Jump Financial
Illinois
$4.84M -$4.09M -8,777 -47%
OCM
628
Orion Capital Management
California
$4.83M – – –
JWBC
629
J.W. Burns & Co
New York
$4.83M +$368K +790 +9%
HCM
630
Hodges Capital Management
Texas
$4.82M +$55.9K +120 +1%
WF
631
Welch & Forbes
Massachusetts
$4.81M -$23.3K -50 -0.5%
ATC
632
Argent Trust Co
Tennessee
$4.8M +$42.4K +91 +0.9%
TIA
633
Tandem Investment Advisors
South Carolina
$4.8M -$993K -2,133 -18%
BIM
634
Baldwin Investment Management
Pennsylvania
$4.79M +$73.6K +158 +2%
VIM
635
Vinva Investment Management
Australia
$4.78M -$1.02M -2,200 -18%
WA
636
Waverly Advisors
Alabama
$4.78M -$189K -407 -4%
WCM
637
Wisconsin Capital Management
Wisconsin
$4.78M – – –
IAA
638
Independent Advisor Alliance
North Carolina
$4.78M -$13K -28 -0.3%
AMCA
639
Arthur M. Cohen & Associates
Illinois
$4.76M +$208K +446 +5%
LTAS
640
Linden Thomas Advisory Services
North Carolina
$4.74M +$238K +511 +6%
O
641
Ossiam
France
$4.68M -$400K -859 -8%
OHIS
642
Oak Harvest Investment Services
Texas
$4.61M +$35.8K +77 +0.8%
FA
643
Fiduciary Alliance
South Carolina
$4.59M +$4.35M +9,346 New
AFC
644
AFT Forsyth & Company
Florida
$4.58M +$37.2K +80 +0.9%
CUAMC
645
China Universal Asset Management Company
China
$4.58M +$1.11M +2,374 +34%
NRS
646
Neville Rodie & Shaw
New York
$4.57M -$153K -328 -3%
DWM
647
Dakota Wealth Management
Florida
$4.55M -$1.96M -4,216 -31%
SA
648
Strategic Advocates
Utah
$4.49M -$411K -883 -9%
CHAM
649
Clear Harbor Asset Management
Connecticut
$4.48M +$74.5K +160 +2%
CLA
650
Carnegie Lake Advisors
New Jersey
$4.46M +$4.22M +9,075 New
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