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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
676
NewEdge Advisors
Louisiana
$940K +$138K +549 +17%
SIM
677
Sentry Investment Management
Wisconsin
$938K -$4.58M -18,204 -83%
TI
678
Tidal Investments
Wisconsin
$932K +$288K +1,143 +43%
ACM
679
Alamar Capital Management
California
$927K +$102K +405 +12%
BFG
680
Berger Financial Group
Minnesota
$917K -$1.51K -6 -0.2%
MHS
681
M Holdings Securities
Oregon
$917K +$937K +3,723 New
CIM
682
CIM Investment Management
Pennsylvania
$916K -$31.7K -126 -3%
PWM
683
Perigon Wealth Management
California
$914K +$934K +3,711 New
BFM
684
Boston Financial Management
Massachusetts
$913K +$7.55K +30 +0.8%
WF
685
Welch & Forbes
Massachusetts
$909K – – –
PCM
686
Prelude Capital Management
New York
$907K +$652K +2,592 +238%
AI
687
AXS Investments
New York
$905K +$925K +3,675 New
PVH
688
Psagot Value Holdings
Israel
$904K – – –
1WA
689
180 Wealth Advisors
Washington
$899K +$208K +828 +34%
ECM
690
ExodusPoint Capital Management
New York
$891K +$910K +3,618 New
LOIM
691
Liberty One Investment Management
Illinois
$889K +$34.7K +138 +4%
IFAM
692
Institutional & Family Asset Management
Colorado
$887K – – –
SW
693
SkyOak Wealth
Michigan
$882K -$156K -621 -17%
PFWA
694
Paces Ferry Wealth Advisors
Georgia
$877K -$11.3K -45 -1%
SFA
695
Sequoia Financial Advisors
Ohio
$875K -$45.3K -180 -5%
APA
696
American Portfolios Advisors
New York
$875K +$462K +1,836 +107%
HWAM
697
Hennion & Walsh Asset Management
New Jersey
$873K +$892K +3,546 New
BFC
698
Bedel Financial Consulting
Indiana
$872K – – –
CPIG
699
Chicago Partners Investment Group
Illinois
$869K +$66.4K +264 +10%
KIA
700
KCM Investment Advisors
California
$868K +$132K +525 +18%
26 27
28
29 30