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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
826
Gallagher Capital Advisors
Texas
$2.69M +$2.68M +5,154 New
EHC
827
Everett Harris & Co
California
$2.68M -$75.5K -145 -3%
TCOV
828
Trust Company of Vermont
Vermont
$2.66M -$13K -25 -0.5%
MGP
829
M&G plc
United Kingdom
$2.66M +$9.9K +19 +0.4%
CAM
830
Close Asset Management
United Kingdom
$2.65M – – –
SP
831
Stablepoint Partners
Massachusetts
$2.64M -$26K -50 -1%
SWM
832
Segment Wealth Management
Texas
$2.64M -$23.4K -45 -0.9%
FHWM
833
Fox Hill Wealth Management
Massachusetts
$2.64M +$2.63M +5,051 New
AA
834
Altman Advisors
Illinois
$2.62M -$110K -212 -4%
GJWM
835
Gilliland Jeter Wealth Management
Arkansas
$2.62M -$9.9K -19 -0.4%
CW
836
CreativeOne Wealth
Kansas
$2.6M +$1.21M +2,331 +88%
AC
837
Avestar Capital
New York
$2.59M +$154K +296 +6%
CCM
838
Conway Capital Management
California
$2.58M +$199K +382 +8%
JFG
839
Jefferies Financial Group
New York
$2.58M -$221K -425 -8%
DWT
840
Dorsey & Whitney Trust
South Dakota
$2.57M +$105K +201 +4%
TYCC
841
Texas Yale Capital Corp
Florida
$2.57M – – –
VT
842
Vise Technologies
New York
$2.57M +$1.18M +2,256 +85%
FFA
843
Fairfield Financial Advisors
Massachusetts
$2.57M +$857K +1,645 +50%
CA
844
Cullinan Associates
Kentucky
$2.56M – – –
VWM
845
Vivid Wealth Management
Iowa
$2.55M -$129K -247 -5%
AM
846
Account Management
Massachusetts
$2.54M – – –
WC
847
Waterloo Capital
Texas
$2.54M +$264K +506 +12%
HHGA
848
Halbert Hargrove Global Advisors
California
$2.53M +$158K +303 +7%
LA
849
Legacy Advisors
Pennsylvania
$2.53M +$256K +492 +11%
ELI
850
Empire Life Investments
Ontario, Canada
$2.53M +$2.52M +4,846 New
32 33
34
35 36