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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
926
HCR Wealth Advisors
California
$432K +$10.1K +36 +3%
BAM
927
Blueshift Asset Management
New Jersey
$432K +$396K +1,410 New
CP
928
Castleview Partners
Texas
$432K +$396K +1,410 New
GIA
929
Gladstone Institutional Advisory
Florida
$432K +$396K +1,410 New
CG
930
Colony Group
Massachusetts
$430K +$842 +3 +0.2%
GG
931
Golden Green
South Carolina
$429K -$17.7K -63 -4%
ECM
932
EagleClaw Capital Management
Massachusetts
$428K -$28.6K -102 -7%
BCA
933
Berman Capital Advisors
Georgia
$428K +$171K +609 +77%
SIC
934
Samalin Investment Counsel
New York
$422K +$9.26K +33 +2%
WA
935
Wambolt & Associates
Colorado
$418K -$9.26K -33 -2%
VCA
936
Verdence Capital Advisors
Maryland
$416K +$125K +444 +49%
TFM
937
TFC Financial Management
Massachusetts
$415K -$99.3K -354 -21%
PCA
938
Personal Capital Advisors
California
$414K -$15.1K -54 -4%
LJHT
939
Laurie J. Hall Trustee
$414K – – –
UR
940
USCA RIA
Texas
$414K +$2.52K +9 +0.7%
SAM
941
Strategy Asset Managers
California
$413K +$23.6K +84 +7%
CAM
942
Claret Asset Management
Quebec, Canada
$409K – – –
IWA
943
IVC Wealth Advisors
Pennsylvania
$409K +$25.2K +90 +7%
KPW
944
Kore Private Wealth
New York
$407K +$127K +453 +52%
BWLSA
945
Blue Water Life Science Advisors
California
$405K – – –
GAM
946
Griffin Asset Management
New York
$404K +$13.5K +48 +4%
FMP
947
Financial Management Professionals
Texas
$403K -$32.8K -117 -8%
PCM
948
Parsons Capital Management
Rhode Island
$403K – – –
VC
949
Veery Capital
Delaware
$403K – – –
VWM
950
Vigilare Wealth Management
Arizona
$403K – – –
36 37
38
39 40