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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
851
Crestwood Advisors Group
Massachusetts
$3.35M +$483K +907 +18%
TVWM
852
Tower View Wealth Management
Wisconsin
$3.33M +$30.3K +57 +1%
IWC
853
Integrated Wealth Concepts
Massachusetts
$3.31M -$605K -1,136 -16%
FWP
854
Falcon Wealth Planning
California
$3.3M +$53.8K +101 +2%
EGM
855
Engineers Gate Manager
New York
$3.29M -$37.2M -69,907 -92%
BC
856
Broadwater Capital
Massachusetts
$3.27M – – –
SC
857
Scotia Capital
Ontario, Canada
$3.25M +$28.2K +53 +0.9%
LCAM
858
London & Capital Asset Management
United Kingdom
$3.23M +$3.04M +5,704 New
IPAM
859
ICICI Prudential Asset Management
India
$3.22M +$98K +184 +3%
OAM
860
Oak Asset Management
California
$3.22M – – –
SFS
861
Stiles Financial Services
Minnesota
$3.21M +$86.8K +163 +3%
RMP
862
Richards, Merrill & Peterson
Washington
$3.21M +$486K +912 +19%
1C
863
111 Capital
France
$3.2M +$1.13M +2,116 +60%
ABTD
864
Arvest Bank Trust Division
Oklahoma
$3.2M -$78.3K -147 -3%
PWG
865
Portside Wealth Group
Utah
$3.18M +$1.94M +3,652 +185%
LCM
866
Lattice Capital Management
Washington
$3.17M -$2.34M -4,400 -44%
SWA
867
Stratos Wealth Advisors
Ohio
$3.17M -$3.19K -6 -0.1%
ECM
868
Evergreen Capital Management
Washington
$3.17M +$404K +758 +16%
NICM
869
Neo Ivy Capital Management
New York
$3.17M +$2.98M +5,596 New
AOWM
870
Asset One Wealth Management
Washington
$3.16M +$3.39M +6,359 New
BPA
871
Beacon Pointe Advisors
California
$3.15M +$957K +1,798 +48%
BBHC
872
Brown Brothers Harriman & Co
New York
$3.14M +$808K +1,517 +38%
STP
873
Science & Technology Partners
New York
$3.14M +$2.95M +5,550 New
SWM
874
Segment Wealth Management
Texas
$3.13M +$121K +227 +4%
SC
875
Syon Capital
California
$3.13M +$426K +800 +17%
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