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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
676
Tandem Investment Advisors
South Carolina
$6.1M +$823K +1,546 +17%
CCM
677
Coldstream Capital Management
Washington
$6.09M -$382K -718 -6%
PIM
678
Plato Investment Management
Australia
$6.07M – – –
RIG
679
RiverFront Investment Group
Virginia
$6.05M +$7.99K +15 +0.1%
TFA
680
Transamerica Financial Advisors
Florida
$6.04M -$99.6K -187 -2%
CS
681
Clear Street
New York
$6.03M +$5.66M +10,640 New
GI
682
GAMCO Investors
Connecticut
$6.02M +$21.3K +40 +0.4%
BIM
683
Baldwin Investment Management
Pennsylvania
$5.98M +$2.13K +4 +0%
DLCIG
684
D.L. Carlson Investment Group
New Hampshire
$5.94M -$98K -184 -2%
HAG
685
HighPoint Advisor Group
Illinois
$5.93M -$2.52M -4,736 -31%
AMCA
686
Arthur M. Cohen & Associates
Illinois
$5.86M -$50K -94 -0.9%
EH
687
Equitable Holdings
New York
$5.81M +$1.5M +2,816 +38%
PWM
688
Perigon Wealth Management
California
$5.79M +$6.92K +13 +0.1%
BEI
689
Benjamin Edwards Inc
Missouri
$5.79M +$267K +502 +5%
SW
690
SteelPeak Wealth
California
$5.74M -$17M -31,864 -76%
HCM
691
Howard Capital Management
Georgia
$5.69M +$107K +201 +2%
DWM
692
Diversify Wealth Management
Utah
$5.69M +$280K +526 +5%
STA
693
Summit Trail Advisors
New York
$5.67M -$328K -616 -6%
SGH
694
Sivik Global Healthcare
Connecticut
$5.66M -$1.6M -3,000 -23%
FFA
695
Farther Finance Advisors
California
$5.64M +$1.39M +2,617 +36%
MK
696
MASTERINVEST Kapitalanlage
$5.62M – – –
LWM
697
Liberty Wealth Management
California
$5.62M – – –
AWCI
698
Alpine Woods Capital Investors
New York
$5.6M -$6.39K -12 -0.1%
WG
699
Winton Group
United Kingdom
$5.51M +$3.82M +7,168 +280%
MFG
700
Merit Financial Group
Georgia
$5.51M +$642K +1,206 +14%
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