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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
851
Trust Asset Management
Texas
$1.99M – – –
AG
852
Algert Global
California
$1.99M +$1.88M +4,046 New
SW
853
SlateStone Wealth
Florida
$1.98M – – –
QIM
854
Quantitative Investment Management
Virginia
$1.97M -$1.09M -2,339 -37%
NCGI
855
Next Century Growth Investors
Minnesota
$1.96M -$155K -334 -8%
SC
856
Sepio Capital
Utah
$1.96M -$14.4K -31 -0.8%
GCM
857
Geneva Capital Management
Wisconsin
$1.95M -$161K -345 -8%
FWIA
858
Fort Washington Investment Advisors
Ohio
$1.95M – – –
CWMGP
859
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.94M -$560K -1,202 -23%
ECM
860
ExodusPoint Capital Management
New York
$1.93M -$34.7M -74,588 -95%
LB
861
Legacy Bridge
Iowa
$1.93M -$2.33K -5 -0.1%
JPWM
862
Jamison Private Wealth Management
Georgia
$1.92M +$108K +232 +6%
WAP
863
Wealthcare Advisory Partners
Pennsylvania
$1.92M +$39.1K +84 +2%
SC
864
Syon Capital
California
$1.91M +$70.8K +152 +4%
HCM
865
Howland Capital Management
Massachusetts
$1.91M +$17.2K +37 +1%
WH
866
Willner & Heller
California
$1.9M – – –
BRWA
867
B. Riley Wealth Advisors
Florida
$1.89M -$835K -1,793 -32%
DA
868
Denali Advisors
California
$1.89M +$1.79M +3,849 New
BP
869
Ballentine Partners
Massachusetts
$1.89M +$184K +396 +11%
BFM
870
Boston Financial Management
Massachusetts
$1.88M -$11.6K -25 -0.6%
WP
871
Westmount Partners
California
$1.86M -$1.4K -3 -0.1%
HSA
872
HBK Sorce Advisory
Pennsylvania
$1.85M -$463K -995 -21%
MCM
873
McRae Capital Management
New Jersey
$1.85M -$93.1K -200 -5%
GIA
874
Gladstone Institutional Advisory
Florida
$1.84M -$664K -1,427 -28%
IB
875
Iyo Bank
Japan
$1.83M – – –
33 34
35
36 37