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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
901
Independent Advisor Alliance
North Carolina
$2.37M -$3.71M -7,332 -59%
SCI
902
S&CO Inc
Massachusetts
$2.36M – – –
JPWM
903
Jamison Private Wealth Management
Georgia
$2.36M +$42.5K +84 +2%
SC
904
Scotia Capital
Ontario, Canada
$2.34M -$333K -658 -11%
SAM
905
Smartleaf Asset Management
Massachusetts
$2.33M +$10.1K +20 +0.4%
GCM
906
Graham Capital Management
Connecticut
$2.33M +$2.02M +3,983 +373%
MS
907
Madden Securities
Texas
$2.32M +$2.55M +5,040 New
MGP
908
M&G plc
United Kingdom
$2.31M – – –
MCM
909
Mitchell Capital Management
Kansas
$2.31M -$48.6K -96 -2%
JDLA
910
J. Derek Lewis & Associates
California
$2.3M -$117K -232 -4%
CPBTD
911
Central Pacific Bank - Trust Division
Hawaii
$2.3M +$306K +604 +14%
BAM
912
Belpointe Asset Management
Nevada
$2.3M +$168K +333 +7%
TFS
913
Thoroughbred Financial Services
Tennessee
$2.29M +$20.2K +40 +0.8%
PA
914
Procyon Advisors
Connecticut
$2.29M +$91.1K +180 +4%
ISWM
915
Intesa Sanpaolo Wealth Management
$2.29M +$553K +1,093 +28%
EPAM
916
Evelyn Partners Asset Management
$2.28M +$94.6K +187 +4%
WIM
917
WealthPlan Investment Management
Nebraska
$2.26M +$665K +1,315 +37%
AWA
918
Aaron Wealth Advisors
Illinois
$2.26M -$697K -1,377 -22%
CA
919
Cullinan Associates
Kentucky
$2.26M – – –
AIA
920
AssuredPartners Investment Advisors
Florida
$2.26M +$2.32M +4,594 +1,181%
KCM
921
Kornitzer Capital Management
Kansas
$2.25M – – –
AM
922
Account Management
Massachusetts
$2.25M – – –
PIM
923
Platinum Investment Management
Australia
$2.23M – – –
CCAM
924
Codex Capital Asset Management
Texas
$2.22M – – –
ITFISA
925
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.22M -$1.63M -3,225 -40%
35 36
37
38 39