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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
676
AlphaCentric Advisors
Puerto Rico
$937K +$1.07M +5,000 New
AFS
677
Aft Forsyth & Sober
Florida
$928K – – –
SP
678
SWS Partners
Ohio
$918K +$9.23K +43 +0.9%
EFM
679
E Fund Management
China
$918K +$59.5K +277 +6%
LP
680
LMR Partners
United Kingdom
$904K -$1.46M -6,808 -59%
CW
681
CreativeOne Wealth
Kansas
$901K +$18.7K +87 +2%
WCM
682
Whitener Capital Management
North Carolina
$899K -$69.2K -322 -6%
FNBT
683
FineMark National Bank & Trust
Florida
$890K – – –
TCOV
684
Trust Company of Vermont
Vermont
$889K +$95.8K +446 +10%
HCM
685
Howland Capital Management
Massachusetts
$886K – – –
MHS
686
M Holdings Securities
Oregon
$886K +$23.6K +110 +2%
DT
687
Diversified Trust
Tennessee
$883K +$150K +698 +17%
BFC
688
Bedel Financial Consulting
Indiana
$876K +$1.29K +6 +0.2%
AWM
689
Angeles Wealth Management
California
$862K +$11K +51 +1%
FCH
690
Freestone Capital Holdings
Washington
$862K +$64K +298 +7%
LNC
691
Lincoln National Corp
Pennsylvania
$859K -$11.4K -53 -1%
RJT
692
Raymond James Trust
Florida
$848K -$49.2K -229 -5%
AIM
693
Alhambra Investment Management
Florida
$843K – – –
FA
694
FDx Advisors
Illinois
$837K -$19.3M -90,094 -95%
XT
695
XTX Topco
Cayman Islands
$836K +$152K +708 +19%
CI
696
Cigna Investments
Connecticut
$827K -$48.1K -224 -5%
AG
697
Algert Global
California
$817K +$936K +4,359 New
GD
698
Grandfield & Dodd
New York
$810K – – –
MCM
699
McRae Capital Management
New Jersey
$799K -$18.9K -88 -2%
CCIA
700
Campbell & Co Investment Adviser
Maryland
$791K +$268K +1,246 +42%
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28
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