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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DCU
901
Dara Capital US
Florida
$2.14M +$549K +1,257 +31%
DGM
902
Delta Global Management
New York
$2.12M +$2.33M +5,329 New
ABTD
903
Arvest Bank Trust Division
Oklahoma
$2.12M -$99.2K -227 -4%
CRC
904
Curi RMB Capital
Illinois
$2.11M -$62.9K -144 -3%
CAG
905
Crestwood Advisors Group
Massachusetts
$2.11M -$230K -527 -9%
PAM
906
Panagora Asset Management
Massachusetts
$2.11M -$12.8M -29,335 -85%
GIC
907
Generali Investments CEE
Czech Republic
$2.11M +$1.7M +3,889 +275%
WANY
908
Wealthspire Advisors (New York)
New York
$2.11M +$1.76M +4,038 +319%
PFS
909
Prospera Financial Services
Texas
$2.09M -$339K -776 -13%
SAM
910
Smartleaf Asset Management
Massachusetts
$2.09M – – –
AW
911
Alaethes Wealth
Nevada
$2.08M +$9.61K +22 +0.4%
JPWM
912
Jamison Private Wealth Management
Georgia
$2.05M +$17.9K +41 +0.8%
WDA
913
Wendell David Associates
New Hampshire
$2.05M – – –
SCI
914
S&CO Inc
Massachusetts
$2.04M – – –
FFA
915
Fairfield Financial Advisors
Massachusetts
$2.04M -$449K -1,028 -17%
CMI
916
Clare Market Investments
Texas
$2.02M -$201K -459 -8%
MYLI
917
Meiji Yasuda Life Insurance
Japan
$2.02M -$132K -301 -6%
SC
918
Scholtz & Company
Connecticut
$2M -$110K -252 -5%
CPBTD
919
Central Pacific Bank - Trust Division
Hawaii
$2M +$16.6K +38 +0.8%
AC
920
Avestar Capital
New York
$2M -$235K -538 -10%
JDLA
921
J. Derek Lewis & Associates
California
$1.99M – – –
GI
922
GLOBALT Investments
Georgia
$1.98M -$1.1M -2,528 -34%
SB
923
Strategic Blueprint
Georgia
$1.97M +$243K +556 +13%
RS
924
R Squared
Hong Kong
$1.96M +$1.9M +4,356 +751%
IAA
925
Independent Advisor Alliance
North Carolina
$1.96M -$92.2K -211 -4%
35 36
37
38 39