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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NAAA
726
New Age Alpha Advisors
New York
$5.08M -$433K -813 -8%
PIM
727
Penobscot Investment Management
Massachusetts
$5.05M +$405K +761 +9%
FAMI
728
Fideuram Asset Management (Ireland)
$5.04M +$4.69M +8,815 New
VIS
729
Vega Investment Solutions
France
$5.01M +$4.71M +8,843 New
SPC
730
Sigma Planning Corp
Michigan
$4.93M +$437K +820 +10%
GLA
731
Great Lakes Advisors
Illinois
$4.93M +$184K +346 +4%
PCM
732
Penserra Capital Management
California
$4.92M +$4.09M +7,682 +764%
CIC
733
Crawford Investment Counsel
Georgia
$4.92M +$4.62M +8,682 New
OA
734
Oak Associates
Ohio
$4.91M -$45.8K -86 -1%
LFAS
735
Level Four Advisory Services
Texas
$4.86M +$3.93M +7,385 +613%
FRA
736
Frank Rimerman Advisors
California
$4.86M -$361K -679 -7%
GH
737
GAM Holding
Switzerland
$4.84M -$4.15M -7,798 -48%
UF
738
Univest Financial
Pennsylvania
$4.84M -$129K -242 -3%
LCM
739
Legato Capital Management
California
$4.81M -$1.7M -3,200 -27%
SS
740
SBI Securities
Japan
$4.81M +$36.7K +69 +0.8%
SFG
741
SevenBridge Financial Group
Pennsylvania
$4.79M +$598K +1,123 +14%
SCA
742
Snowden Capital Advisors
New York
$4.79M +$519K +974 +13%
MAS
743
Meeder Advisory Services
Ohio
$4.79M +$383K +720 +9%
CK
744
Cohen Klingenstein
New York
$4.79M – – –
CWP
745
Cyndeo Wealth Partners
Florida
$4.79M +$778K +1,462 +21%
S
746
SignatureFD
Georgia
$4.79M +$559K +1,050 +14%
CAAS
747
Capital Asset Advisory Services
Michigan
$4.77M +$55.4K +104 +1%
LSA
748
L & S Advisors
California
$4.77M +$43.7K +82 +1%
RWA
749
Roberts Wealth Advisors
California
$4.77M +$139K +262 +3%
GIM
750
Generali Investments Management
Slovenia
$4.76M +$533K +1,002 +14%
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