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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
701
Independent Financial Group
California
$5.51M -$539K -1,013 -9%
AIM
702
Achmea Investment Management
Netherlands
$5.49M – – –
SAM
703
Securian Asset Management
Minnesota
$5.46M -$4.77M -8,965 -48%
JG
704
Jain Global
New York
$5.44M +$5.12M +9,613 New
SAM
705
Synergy Asset Management
Washington
$5.44M +$5.11M +9,602 New
WETS
706
Wealth Enhancement Trust Services
South Dakota
$5.44M +$5.11M +9,599 New
PS
707
Principal Securities
Iowa
$5.43M +$228K +429 +5%
MSA
708
MUFG Securities Americas
New York
$5.41M -$62.3K -117 -1%
MAM
709
Mark Asset Management
New York
$5.38M +$5.06M +9,497 New
WFG
710
Wormser Freres Gestion
France
$5.36M +$106K +200 +2%
GT
711
Greenleaf Trust
Michigan
$5.34M -$1.1M -2,063 -18%
AFC
712
AFT Forsyth & Company
Florida
$5.34M +$24K +45 +0.5%
KRSITF
713
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.32M – – –
TCWA
714
Turtle Creek Wealth Advisors
Texas
$5.29M +$1.05M +1,975 +27%
WF
715
Welch & Forbes
Massachusetts
$5.27M -$38.9K -73 -0.8%
CCM
716
Canal Capital Management
Virginia
$5.27M +$645K +1,211 +15%
WI
717
Wahed Invest
New York
$5.26M -$236K -444 -5%
BG
718
Bahl & Gaynor
Ohio
$5.24M -$38.3K -72 -0.8%
AWM
719
Axxcess Wealth Management
California
$5.24M +$714K +1,341 +17%
DSC
720
Duncker Streett & Co
Missouri
$5.21M +$2.45M +4,605 +100%
OCM
721
Orion Capital Management
California
$5.17M -$160K -300 -3%
CLA
722
Carnegie Lake Advisors
New Jersey
$5.14M – – –
MB
723
MidFirst Bank
Oklahoma
$5.14M +$4.95M +9,289 New
LMIM
724
Lockheed Martin Investment Management
Maryland
$5.09M +$506K +950 +12%
TAM
725
Tocqueville Asset Management
New York
$5.09M -$8.66M -16,274 -64%
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