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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
VNIM
826
Vaughan Nelson Investment Management
Texas
$1M +$404K +1,295 +61%
SC
827
Syon Capital
California
$999K +$1.07M +3,419 New
SB
828
Strategic Blueprint
Georgia
$993K +$9.68K +31 +0.9%
SF
829
Synovus Financial
Georgia
$987K -$2.03M -6,501 -66%
LSA
830
Leonteq Securities AG
Switzerland
$984K +$479K +1,534 +84%
PP
831
Paloma Partners
Connecticut
$979K +$1.05M +3,348 New
SWM
832
Sendero Wealth Management
Texas
$978K – – –
SC
833
Savant Capital
Illinois
$965K +$93.1K +298 +10%
GC
834
Gilbert & Cook
Iowa
$943K +$328K +1,049 +48%
CWM
835
Circle Wealth Management
New Jersey
$942K +$162K +520 +19%
FMB
836
Field & Main Bank
Kentucky
$933K +$1.56K +5 +0.2%
SF
837
Summit Financial
New Jersey
$931K +$208K +665 +26%
BCWM
838
Bartlett & Co Wealth Management
Ohio
$926K -$40.3K -129 -4%
BC
839
Bartlett & Co
Ohio
$926K -$40.3K -129 -4%
MCC
840
Money Concepts Capital
Florida
$922K +$35K +112 +4%
QCG
841
Quadrant Capital Group
Ohio
$915K +$30K +96 +3%
IPAM
842
ICICI Prudential Asset Management
India
$914K +$232K +744 +31%
CCB
843
Country Club Bank
Missouri
$909K -$16.6K -53 -2%
HWM
844
Hemington Wealth Management
Virginia
$908K -$16.9K -54 -2%
KWA
845
Kingswood Wealth Advisors
California
$907K +$883K +2,828 New
VI
846
Versor Investments
New York
$906K +$968K +3,100 New
HFM
847
Harvest Fund Management
China
$901K -$354K -1,135 -27%
SCM
848
Suvretta Capital Management
New York
$897K – – –
SSWM
849
Smith Salley Wealth Management
North Carolina
$892K +$1.87K +6 +0.2%
AC
850
Avestar Capital
New York
$887K +$35.3K +113 +4%
32 33
34
35 36