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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
701
Perigon Wealth Management
California
$928K +$69K +294 +7%
MHS
702
M Holdings Securities
Oregon
$927K -$150K -640 -12%
EFM
703
E Fund Management
China
$927K +$30K +128 +3%
SPFA
704
Summit Place Financial Advisors
New Jersey
$924K -$150K -640 -12%
EBT
705
Enterprise Bank & Trust
Massachusetts
$920K -$103K -441 -9%
AWM
706
Angeles Wealth Management
California
$912K -$1.88K -8 -0.2%
AIM
707
Alhambra Investment Management
Florida
$903K – – –
MAM
708
Meeder Asset Management
Ohio
$885K +$145K +616 +16%
MCM
709
McRae Capital Management
New Jersey
$874K +$5.4K +23 +0.5%
SAM
710
Simplify Asset Management
Nevada
$873K -$954K -4,066 -48%
GD
711
Grandfield & Dodd
New York
$870K – – –
FCH
712
Freestone Capital Holdings
Washington
$863K +$41.5K +177 +4%
TCOV
713
Trust Company of Vermont
Vermont
$862K -$8.45K -36 -0.8%
CCM
714
Conway Capital Management
California
$852K -$37.5K -160 -4%
HI
715
Horizon Investments
North Carolina
$848K +$4.46K +19 +0.5%
ACM
716
Alamar Capital Management
California
$847K -$38.9K -166 -4%
EWA
717
EP Wealth Advisors
California
$838K -$700K -2,984 -42%
ATC
718
Argent Trust Co
Tennessee
$825K +$46.7K +199 +5%
MCC
719
Malaga Cove Capital
California
$825K +$970K +4,135 New
CAM
720
Cresset Asset Management
Illinois
$824K -$494K -2,104 -33%
WH
721
Willner & Heller
California
$823K +$522K +2,225 +119%
KA
722
Kintegral Advisory
New York
$820K +$20.2K +86 +2%
FDCDDQ
723
Federation des caisses Desjardins du Quebec
Quebec, Canada
$816K +$9.85K +42 +1%
DT
724
Diversified Trust
Tennessee
$806K +$255K +1,085 +37%
WSFS
725
Wilmington Savings Fund Society
Delaware
$783K +$187K +795 +26%
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29
30 31