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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
926
Bessemer Securities
New York
$507K – – –
EA
927
Ellsworth Advisors
Ohio
$504K +$1.01K +3 +0.2%
PCP
928
Proficio Capital Partners
Massachusetts
$498K -$1.01K -3 -0.2%
CA
929
Cortland Associates
Missouri
$497K – – –
CA
930
Cullinan Associates
Kentucky
$497K – – –
LIM
931
Leavell Investment Management
Alabama
$497K – – –
NG
932
Northstar Group
New York
$497K – – –
BWP
933
Baldwin Wealth Partners
Massachusetts
$497K +$504K +1,500 New
RCM
934
RB Capital Management
Nevada
$494K +$18.1K +54 +4%
WA
935
Wambolt & Associates
Colorado
$488K +$32.2K +96 +7%
PCA
936
Personal Capital Advisors
California
$488K +$41.3K +123 +9%
BOS
937
Bank of Stockton
California
$482K -$40.3K -120 -8%
WA
938
Wealth Alliance
New York
$482K -$3.02K -9 -0.6%
HWA
939
HCR Wealth Advisors
California
$482K +$15.1K +45 +3%
RMDI
940
R.M. Davis Inc
Maine
$481K – – –
WPW
941
Waldron Private Wealth
Pennsylvania
$481K +$143K +426 +42%
MFW
942
Meristem Family Wealth
Minnesota
$480K -$97.7K -291 -17%
LWM
943
Laidlaw Wealth Management
New York
$479K -$36.3K -108 -7%
CFN
944
Cordasco Financial Network
Florida
$477K – – –
BFA
945
Bragg Financial Advisors
North Carolina
$477K +$484K +1,440 New
CWM
946
Calamos Wealth Management
Illinois
$475K -$8.06K -24 -2%
BFO
947
Biltmore Family Office
North Carolina
$471K -$21.2K -63 -4%
CMO
948
Covenant Multifamily Offices
Texas
$471K +$959K +2,856 +200%
DCM
949
Donaldson Capital Management
Indiana
$470K -$628K -1,869 -57%
FBFS
950
First Business Financial Services
Wisconsin
$467K +$101K +300 +27%
36 37
38
39 40