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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
701
Baldwin Investment Management
Pennsylvania
$5.36M -$62.2K -119 -1%
NAAA
702
New Age Alpha Advisors
New York
$5.32M +$1.58M +3,029 +45%
LS
703
Livforsakringsbolaget Skandia
Sweden
$5.29M +$627K +1,200 +14%
AWM
704
AE Wealth Management
Kansas
$5.28M +$687K +1,313 +16%
MGWM
705
Marks Group Wealth Management
Minnesota
$5.27M -$34K -65 -0.7%
SFA
706
Sequoia Financial Advisors
Ohio
$5.26M +$574K +1,097 +13%
WI
707
Wahed Invest
New York
$5.26M +$293K +560 +6%
2
708
2Xideas
Switzerland
$5.25M -$829K -1,586 -14%
KRSITF
709
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.22M -$348K -666 -6%
KIG
710
Kessler Investment Group
Indiana
$5.21M -$185K -354 -4%
SWR
711
Spahn Wealth & Retirement
Arizona
$5.2M -$81.6K -156 -2%
BG
712
Bahl & Gaynor
Ohio
$5.2M -$124K -237 -2%
RIG
713
RiverFront Investment Group
Virginia
$5.19M +$3.66K +7 +0.1%
LCM
714
Legato Capital Management
California
$5.16M – – –
OCM
715
Orion Capital Management
California
$5.16M -$88.9K -170 -2%
DAS
716
Diversify Advisory Services
Utah
$5.14M -$379K -724 -6%
WF
717
Welch & Forbes
Massachusetts
$5.13M -$71.6K -137 -1%
SC
718
SummitTX Capital
Texas
$5.12M +$1.17M +2,233 +31%
PWM
719
Perigon Wealth Management
California
$5.12M +$191K +366 +4%
CUAMC
720
China Universal Asset Management Company
China
$5.09M -$871K -1,665 -15%
TAP
721
Tounjian Advisory Partners
Florida
$5.08M -$75.3K -144 -1%
PD
722
Point72 (DIFC)
United Arab Emirates
$5.07M +$4.88M +9,334 New
ACM
723
Alcosta Capital Management
California
$5.04M -$19.9K -38 -0.4%
VIM
724
Vinva Investment Management
Australia
$5.04M -$1.5M -2,878 -23%
CPC
725
Consolidated Planning Corp
Georgia
$4.96M +$177K +338 +4%
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