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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
726
Trust Asset Management
Texas
$1.03M +$4.68K +19 +0.5%
SM
727
STF Management
Texas
$1M +$384K +1,560 +66%
CHAM
728
Clear Harbor Asset Management
Connecticut
$1M +$965K +3,918 New
CB
729
CNB Bank
Pennsylvania
$999K +$108K +440 +13%
VFA
730
Valeo Financial Advisors
Indiana
$998K -$367K -1,490 -28%
FRA
731
Frank Rimerman Advisors
California
$994K – – –
HCM
732
Hodges Capital Management
Texas
$988K +$835K +3,388 +231%
MCM
733
MAI Capital Management
Ohio
$964K -$130K -528 -12%
BFM
734
Boston Financial Management
Massachusetts
$963K – – –
WP
735
Westmount Partners
California
$960K – – –
ACM
736
Alamar Capital Management
California
$956K +$2.71K +11 +0.3%
WAP
737
Wealthcare Advisory Partners
Pennsylvania
$952K +$6.65K +27 +0.7%
IB
738
Iyo Bank
Japan
$950K – – –
CPIG
739
Chicago Partners Investment Group
Illinois
$949K +$104K +423 +15%
IFAM
740
Institutional & Family Asset Management
Colorado
$947K -$2.22K -9 -0.2%
HH
741
Hilltop Holdings
Texas
$940K +$659K +2,675 +266%
CRC
742
Curi RMB Capital
Illinois
$925K -$28.1K -114 -3%
GAG
743
GM Advisory Group
New York
$925K – – –
BFC
744
Bedel Financial Consulting
Indiana
$924K – – –
WSFS
745
Wilmington Savings Fund Society
Delaware
$923K -$70.7K -287 -7%
1WA
746
180 Wealth Advisors
Washington
$921K +$17.5K +71 +2%
PFWA
747
Paces Ferry Wealth Advisors
Georgia
$915K +$4.19K +17 +0.5%
FA
748
FDx Advisors
Illinois
$910K – – –
DA
749
Doliver Advisors
Texas
$905K -$152K -615 -15%
JGGDR
750
JGP Global Gestao de Recursos
Brazil
$902K +$2.41M +9,797 +365%
28 29
30
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