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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
901
Sutton Wealth Advisors
Florida
$6.48K +$1.56K +9 +33%
EWA
902
Evolution Wealth Advisors
Florida
$6K +$6.23K +36 New
NIC
903
Northwest Investment Counselors
Oregon
$6K +$6.23K +36 New
FPS
904
Fieldpoint Private Securities
Connecticut
$5K -$289K -1,671 -98%
MPWT
905
MassMutual Private Wealth & Trust
Connecticut
$5K -$519 -3 -10%
GWMIA
906
Global Wealth Management Investment Advisory
Florida
$5K – – –
RBC
907
Roble Belko & Company
Pennsylvania
$5K – – –
RFM
908
Royal Fund Management
Florida
$5K – – –
RWM
909
Raffa Wealth Management
District of Columbia
$4.86K +$4.67K +27 New
NIM
910
NuWave Investment Management
New Jersey
$4K -$12.5K -72 -77%
EI
911
Ellevest Inc
New York
$4K -$2.08K -12 -33%
PCTC
912
Perkins Coie Trust Company
Washington
$3K – – –
TL
913
TrueWealth LLC
Georgia
$3K – – –
WWM
914
Willingdon Wealth Management
North Carolina
$3K +$2.59K +15 New
SCA
915
Stonebridge Capital Advisors
Minnesota
$2K -$5.19K -30 -77%
CMBA
916
C.M. Bidwell & Associates
Hawaii
$2K – – –
JGIA
917
Jackson Grant Investment Advisers
Connecticut
$2K – – –
MBTD
918
Mechanics Bank - Trust Department
California
$2K +$1.56K +9 New
CAL
919
Capital Analysts LLC
Pennsylvania
$1K -$1.56K -9 -50%
OSAM
920
O'Shaughnessy Asset Management
Connecticut
$1K +$519 +3 New
TCM
921
Tybourne Capital Management
Hong Kong
– -$66.6M -381,135 Closed
CCI
922
Columbus Circle Investors
– -$42.4M -242,232 Closed
EAM
923
Eagle Asset Management
Florida
– -$36.6M -209,184 Closed
CTA
924
Carillon Tower Advisers
Florida
– -$31.9M -182,349 Closed
CAM
925
ClariVest Asset Management
California
– -$22.5M -128,439 Closed
35 36
37
38 39