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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
701
Penserra Capital Management
California
$4.74M +$807K +1,595 +18%
DAM
702
Deepwater Asset Management
Minnesota
$4.73M -$7.57M -14,958 -59%
PS
703
Principal Securities
Iowa
$4.72M +$333K +658 +7%
NDSIB
704
North Dakota State Investment Board
North Dakota
$4.72M -$1.02M -2,010 -16%
IWC
705
Integrated Wealth Concepts
Massachusetts
$4.71M +$2.21M +4,365 +75%
TFA
706
Transamerica Financial Advisors
Florida
$4.66M -$285K -564 -5%
NPT
707
Nixon Peabody Trust
Massachusetts
$4.65M +$2.02M +3,996 +66%
NL
708
NWAM LLC
Washington
$4.64M +$745K +1,473 +17%
AMCA
709
Arthur M. Cohen & Associates
Illinois
$4.62M -$202K -399 -4%
LWM
710
Liberty Wealth Management
California
$4.61M +$35.9K +71 +0.7%
TCWA
711
Turtle Creek Wealth Advisors
Texas
$4.6M +$323K +639 +7%
VT
712
Vise Technologies
New York
$4.6M – – –
TIA
713
Tandem Investment Advisors
South Carolina
$4.6M -$402K -794 -7%
EIA
714
Emerald Investment Advisers
Pennsylvania
$4.57M +$5.01M +9,907 New
SFG
715
SevenBridge Financial Group
Pennsylvania
$4.55M +$177K +350 +4%
CCM
716
Canal Capital Management
Virginia
$4.55M +$282K +558 +6%
SAM
717
Synergy Asset Management
Washington
$4.53M +$118K +233 +2%
CWP
718
Cyndeo Wealth Partners
Florida
$4.53M +$695K +1,374 +16%
MSA
719
MUFG Securities Americas
New York
$4.53M +$140K +277 +3%
GIM
720
Generali Investments Management
Slovenia
$4.53M +$718K +1,420 +17%
WWM
721
Western Wealth Management
Colorado
$4.53M +$2.27M +4,479 +84%
HWAM
722
Hennion & Walsh Asset Management
New Jersey
$4.51M -$1.82M -3,598 -27%
ERWM
723
Elk River Wealth Management
Colorado
$4.5M +$4.93M +9,752 New
SF
724
Summit Financial
New Jersey
$4.45M -$2.41M -4,762 -33%
SAM
725
Securian Asset Management
Minnesota
$4.44M – – –
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