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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
751
Court Place Advisors
Maryland
$2.43M +$143K +360 +7%
HHGA
752
Halbert Hargrove Global Advisors
California
$2.42M -$159K -400 -7%
AW
753
Alaethes Wealth
Nevada
$2.42M +$16.3K +41 +0.8%
WCM
754
Whitener Capital Management
North Carolina
$2.42M +$13.9K +35 +0.6%
PWM
755
Perigon Wealth Management
California
$2.42M +$28.3K +71 +1%
SAM
756
Sectoral Asset Management
Quebec, Canada
$2.4M -$279K -700 -11%
AA
757
Altman Advisors
Illinois
$2.38M +$797 +2 +0%
DT
758
Diversified Trust
Tennessee
$2.37M -$501K -1,257 -19%
MUAMU
759
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.36M -$677K -1,700 -24%
RA
760
RiverPark Advisors
New York
$2.36M -$147K -368 -6%
EHC
761
Everett Harris & Co
California
$2.35M – – –
AM
762
Account Management
Massachusetts
$2.35M +$2.1M +5,275 New
SP
763
Stablepoint Partners
Massachusetts
$2.33M +$58.1K +146 +3%
SCM
764
Suvretta Capital Management
New York
$2.31M – – –
GIA
765
Gladstone Institutional Advisory
Florida
$2.3M +$168K +421 +9%
CWMGP
766
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.29M +$1.15M +2,892 +128%
TW
767
Transform Wealth
Colorado
$2.27M -$18.7K -47 -0.9%
IUHSA
768
Itau Unibanco Holding S.A.
Brazil
$2.27M +$2.03M +5,106 New
SWM
769
Segment Wealth Management
Texas
$2.27M +$64.5K +162 +3%
MGP
770
M&G plc
United Kingdom
$2.26M +$703K +1,766 +53%
RCM
771
Riverpark Capital Management
New York
$2.25M -$34.7K -87 -2%
TCOV
772
Trust Company of Vermont
Vermont
$2.25M +$163K +410 +9%
HH
773
Hilltop Holdings
Texas
$2.22M -$115K -289 -5%
CIA
774
Concurrent Investment Advisors
Florida
$2.21M +$864K +2,169 +77%
GJWM
775
Gilliland Jeter Wealth Management
Arkansas
$2.2M – – –
29 30
31
32 33