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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
751
Caprock Group
Idaho
$638K -$59.9K -279 -8%
CT
752
Columbia Trust
Oregon
$634K +$45.1K +210 +7%
SWP
753
Strategic Wealth Partners
Ohio
$632K -$30.1K -140 -4%
IUHSA
754
Itau Unibanco Holding S.A.
Brazil
$631K +$674K +3,137 +1,358%
MCM
755
MAI Capital Management
Ohio
$630K -$77.1K -359 -10%
WA
756
Wealth Architects
California
$628K -$3.87K -18 -0.5%
CB
757
CNB Bank
Pennsylvania
$627K +$41.7K +194 +6%
SAM
758
Security Asset Management
New York
$626K +$717K +3,340 New
CGL
759
Clarius Group LLC
Washington
$624K -$29.6K -138 -4%
ECM
760
EMC Capital Management
Texas
$623K – – –
AP
761
Americana Partners
Texas
$622K -$398K -1,851 -36%
VFA
762
Voya Financial Advisors
Connecticut
$622K -$12K -56 -2%
FHA
763
Flagship Harbor Advisors
Massachusetts
$621K -$8.38K -39 -1%
CI
764
Conning Inc
Connecticut
$620K -$46.8K -218 -6%
LG
765
LaFleur & Godfrey
Michigan
$620K – – –
WIM
766
WealthPlan Investment Management
Nebraska
$619K +$496K +2,309 New
LOIM
767
Liberty One Investment Management
Illinois
$612K +$429K +1,998 +158%
OWM
768
OneAscent Wealth Management
Alabama
$604K -$9.66K -45 -1%
LOAME
769
Lombard Odier Asset Management (Europe)
United Kingdom
$600K – – –
SWM
770
Segment Wealth Management
Texas
$599K +$55K +256 +9%
WCM
771
Wisconsin Capital Management
Wisconsin
$598K -$3.16M -14,726 -82%
PA
772
Parallel Advisors
California
$593K -$99.4K -463 -13%
CCA
773
Checchi Capital Advisers
California
$589K -$4.51K -21 -0.7%
MMC
774
Mizuho Markets Cayman
Cayman Islands
$589K +$434K +2,021 +180%
AIA
775
Avalon Investment & Advisory
Texas
$586K -$110K -512 -14%
29 30
31
32 33