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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
876
Bank of Marin
California
$555K -$46.6K -189 -8%
ALAM
877
Asahi Life Asset Management
Japan
$554K +$535K +2,170 New
GVAG
878
Great Valley Advisor Group
Delaware
$553K -$50.3K -204 -9%
HI
879
Harrington Investments
California
$548K – – –
EWM
880
Endurance Wealth Management
Rhode Island
$543K – – –
AFT
881
Alpha Family Trust
California
$543K -$53K -215 -9%
AP
882
AtonRa Partners
Switzerland
$543K -$73.7K -299 -12%
IAIM
883
International Assets Investment Management
Florida
$533K +$26.4K +107 +5%
BTI
884
Blue Trust Inc
Georgia
$531K -$219K -887 -31%
CC
885
Cannell & Co
New York
$530K – – –
MWM
886
Meridian Wealth Management
Kentucky
$530K +$64.5K +262 +14%
RIL
887
Rothschild Investment LLC
Illinois
$527K -$20.7K -84 -4%
FMLI
888
Fukoku Mutual Life Insurance
Japan
$527K – – –
WPW
889
Waldron Private Wealth
Pennsylvania
$526K +$16K +65 +3%
CAM
890
Covenant Asset Management
New Jersey
$526K +$8.87K +36 +2%
C
891
Certuity
Florida
$525K +$38.4K +156 +8%
FCBT
892
First Citizens Bank & Trust
North Carolina
$524K +$19.5K +79 +4%
IEFM
893
IQ EQ Fund Management
Ireland
$523K -$109K -444 -18%
BFP
894
Beacon Financial Planning
Massachusetts
$522K – – –
BCM
895
Brookstone Capital Management
Illinois
$514K -$269K -1,092 -36%
CS
896
Cannell & Spears
New York
$513K – – –
WWM
897
Western Wealth Management
Colorado
$512K -$204K -829 -29%
GFP
898
Gryphon Financial Partners
Ohio
$510K -$22.7K -92 -4%
WPWM
899
Western Pacific Wealth Management
Illinois
$509K +$19.2K +78 +4%
MCM
900
Manchester Capital Management
Vermont
$504K – – –
34 35
36
37 38