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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IEFM
726
IQ EQ Fund Management
Ireland
$1.02M – – –
DCM
727
Donaldson Capital Management
Indiana
$1.01M +$3.37K +12 +0.4%
TIA
728
Tiemann Investment Advisors
California
$1M – – –
SWP
729
Stratos Wealth Partners
Ohio
$996K +$9.26K +33 +1%
CT
730
Chicago Trust
Illinois
$995K +$911K +3,246 New
BJL
731
Brighton Jones LLC
Washington
$978K +$2.52K +9 +0.3%
PIA
732
Perennial Investment Advisors
California
$975K +$4.21K +15 +0.5%
TAM
733
Trust Asset Management
Texas
$975K +$99.3K +354 +13%
GSWM
734
Golden State Wealth Management
California
$969K +$590K +2,103 +199%
RHBC
735
R.H. Bluestein & Co
Michigan
$967K -$85.8K -306 -9%
SRAM
736
Spouting Rock Asset Management
Pennsylvania
$964K +$882K +3,144 New
TI
737
Trexquant Investment
Connecticut
$957K -$4.46M -15,885 -84%
CPIG
738
Chicago Partners Investment Group
Illinois
$956K -$11.8K -42 -1%
FCBT
739
First Citizens Bank & Trust
North Carolina
$951K -$1.88M -6,696 -68%
PCS
740
Personal CFO Solutions
New Jersey
$944K -$59.8K -213 -6%
SWM
741
Segment Wealth Management
Texas
$936K – – –
JGGDR
742
JGP Global Gestao de Recursos
Brazil
$936K +$2.52K +9 +0.3%
MCP
743
Mirador Capital Partners
California
$935K -$283K -1,008 -25%
MCM
744
MAI Capital Management
Ohio
$935K +$201K +717 +31%
SW
745
SkyOak Wealth
Michigan
$933K – – –
CCA
746
Checchi Capital Advisers
California
$932K -$19.4K -69 -2%
BRWM
747
B. Riley Wealth Management
Tennessee
$922K +$15.1K +54 +2%
KJHP
748
K.J. Harrison & Partners
Ontario, Canada
$920K – – –
WG
749
Winton Group
United Kingdom
$914K +$247K +879 +42%
TMAM
750
Tokio Marine Asset Management
Japan
$907K +$110K +393 +15%
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