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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
651
Angeles Investment Advisors
California
$1.11M – – –
SL
652
Summitry LLC
California
$1.11M – – –
AIM
653
Alhambra Investment Management
Florida
$1.11M +$1.13M +4,500 New
AWM
654
AE Wealth Management
Kansas
$1.1M +$128K +507 +13%
AW
655
Alaethes Wealth
Nevada
$1.1M +$1.12M +4,452 New
HIIFS
656
Harel Insurance Investments & Financial Services
Israel
$1.07M -$260K -1,035 -44%
LCM
657
Leisure Capital Management
California
$1.01M +$25.7K +102 +3%
NL
658
NVWM LLC
Pennsylvania
$1.01M +$12.8K +51 +1%
FTDI
659
First Trust Direct Indexing
Massachusetts
$1.01M +$60.4K +240 +6%
MCP
660
Mirador Capital Partners
California
$1M -$177K -705 -15%
WFC
661
Western Financial Corp
California
$1M +$117K +465 +13%
OSAM
662
O'Shaughnessy Asset Management
Connecticut
$996K -$18.1K -72 -2%
IC
663
IEQ Capital
California
$990K +$1.01M +4,023 New
CAAS
664
Capital Asset Advisory Services
Michigan
$989K +$168K +666 +20%
BFEC
665
Benjamin F. Edwards & Company
Missouri
$988K +$55.9K +222 +6%
WHG
666
Westwood Holdings Group
Texas
$986K -$137K -546 -12%
EF
667
Empirical Finance
Pennsylvania
$986K – – –
WCM
668
Weld Capital Management
New York
$984K +$1M +3,993 New
TCM
669
Teza Capital Management
Illinois
$983K +$1M +3,990 New
CC
670
Cornerstone Capital
California
$976K +$291K +1,158 +41%
FRA
671
Frank Rimerman Advisors
California
$969K – – –
EGM
672
Engineers Gate Manager
New York
$964K +$985K +3,915 New
KA
673
Kintegral Advisory
New York
$963K – – –
ACM
674
Ativo Capital Management
Illinois
$959K +$10.6K +42 +1%
UFF
675
USA Financial Formulas
Michigan
$948K +$163K +648 +20%
25 26
27
28 29