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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
926
Ballentine Partners
Massachusetts
$473K +$55.3K +227 +15%
GAA
927
Green Alpha Advisors
Colorado
$472K -$7.07K -29 -2%
ET
928
Equitable Trust
Tennessee
$472K -$593K -2,431 -58%
IPAM
929
ICICI Prudential Asset Management
India
$471K +$113K +463 +35%
EG
930
Ellerson Group
Maryland
$470K +$432K +1,770 New
BS
931
Bessemer Securities
New York
$469K – – –
MTIC
932
Missouri Trust & Investment Company
Missouri
$466K – – –
FIM
933
Freedom Investment Management
Connecticut
$465K -$3.9K -16 -0.9%
PNC
934
Park National Corp
Ohio
$464K -$122K -500 -22%
PHIC
935
Pine Haven Investment Counsel
Massachusetts
$464K +$12.2K +50 +3%
RWPA
936
Richard W. Paul & Associates
Michigan
$462K +$425K +1,742 New
MSFS
937
Main Street Financial Solutions
Pennsylvania
$462K -$17.8K -73 -4%
FFN
938
Focus Financial Network
Minnesota
$454K +$1.22K +5 +0.3%
BFO
939
Biltmore Family Office
North Carolina
$454K +$26.6K +109 +7%
FBB
940
Fulton Breakefield Broenniman
Maryland
$450K +$20.7K +85 +5%
AWM
941
Avior Wealth Management
Nebraska
$450K – – –
GL
942
Graypoint LLC
New York
$447K +$102K +417 +33%
MOS
943
MGO One Seven
Ohio
$446K -$1.17M -4,787 -74%
MCCA
944
Mill Creek Capital Advisors
Pennsylvania
$446K +$409K +1,679 New
FHC
945
First Heartland Consultants
Missouri
$443K +$15.4K +63 +4%
AAP
946
Arax Advisory Partners
Colorado
$443K -$42.9K -176 -10%
JF
947
Jump Financial
Illinois
$442K -$5.95M -24,393 -94%
CI
948
CX Institutional
Indiana
$441K +$405K +1,663 New
RMDI
949
R.M. Davis Inc
Maine
$439K -$50.5K -207 -11%
WWM
950
Windsor Wealth Management
Indiana
$439K -$244 -1 -0.1%
36 37
38
39 40