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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
651
HB Wealth Management
Georgia
$5.17M +$455K +874 +10%
LWM
652
Liberty Wealth Management
California
$5.16M -$198K -381 -4%
CUAMC
653
China Universal Asset Management Company
China
$5.14M +$273K +525 +6%
OCM
654
Orion Capital Management
California
$5.11M -$20.8K -40 -0.4%
ECM
655
Everence Capital Management
Indiana
$5.08M -$99K -190 -2%
WF
656
Welch & Forbes
Massachusetts
$5.06M -$49K -94 -1%
AF
657
Alerus Financial
North Dakota
$5.05M +$3.22M +6,186 +177%
CFG
658
Citizens Financial Group
Rhode Island
$5.05M +$807K +1,549 +19%
BIM
659
Baldwin Investment Management
Pennsylvania
$5.04M -$44.8K -86 -0.9%
DF
660
DNCA Finance
France
$5.04M -$703K -1,350 -12%
CA
661
Commerzbank Aktiengesellschaft
Germany
$5.04M +$875K +1,679 +21%
HCM
662
Hodges Capital Management
Texas
$5.03M -$89.1K -171 -2%
WCM
663
Wisconsin Capital Management
Wisconsin
$5.02M -$56.8K -109 -1%
FDCDDQ
664
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.99M -$1.25M -2,391 -20%
SI
665
Sava Infond
Slovenia
$4.98M +$4.97M +9,540 New
AWM
666
Axxcess Wealth Management
California
$4.95M -$318K -611 -6%
BFG
667
Bleakley Financial Group
New Jersey
$4.92M +$549K +1,055 +13%
UF
668
Univest Financial
Pennsylvania
$4.91M +$244K +469 +5%
ACM
669
Alcosta Capital Management
California
$4.89M +$4.88M +9,371 New
OHIS
670
Oak Harvest Investment Services
Texas
$4.87M -$22.9K -44 -0.5%
NRS
671
Neville Rodie & Shaw
New York
$4.85M – – –
CHAM
672
Clear Harbor Asset Management
Connecticut
$4.85M +$87.5K +168 +2%
FTWA
673
Fifth Third Wealth Advisors
Ohio
$4.83M +$472K +907 +11%
AFC
674
AFT Forsyth & Company
Florida
$4.81M -$62.5K -120 -1%
SP
675
Saranac Partners
$4.77M +$4.76M +9,137 New
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