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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
926
Ballentine Partners
Massachusetts
$457K +$1.23K +5 +0.3%
GWANC
927
Guardian Wealth Advisors (North Carolina)
North Carolina
$456K -$62.1K -252 -12%
PPP
928
Private Portfolio Partners
New Jersey
$456K -$55.4K -225 -11%
PHIC
929
Pine Haven Investment Counsel
Massachusetts
$453K +$6.16K +25 +1%
MMG
930
Monetary Management Group
Missouri
$452K +$436K +1,770 New
WG
931
Winton Group
United Kingdom
$451K +$229K +928 +111%
CQS
932
Credential Qtrade Securities
$450K +$27.6K +112 +7%
PCA
933
Pallas Capital Advisors
Massachusetts
$449K -$12.6K -51 -3%
MTIC
934
Missouri Trust & Investment Company
Missouri
$448K – – –
MSFS
935
Main Street Financial Solutions
Pennsylvania
$447K +$2.22K +9 +0.5%
PNC
936
Park National Corp
Ohio
$447K – – –
ET
937
Equitable Trust
Tennessee
$443K -$10.6K -43 -2%
RCM
938
RB Capital Management
Nevada
$442K -$19K -77 -4%
BSAM
939
Blue Square Asset Management
New York
$441K +$425K +1,726 New
GAA
940
Green Alpha Advisors
Colorado
$440K -$13.8K -56 -3%
AWM
941
Avior Wealth Management
Nebraska
$439K +$5.17K +21 +1%
FIM
942
Freedom Investment Management
Connecticut
$438K -$9.36K -38 -2%
FFN
943
Focus Financial Network
Minnesota
$438K +$739 +3 +0.2%
MS
944
Mizuho Securities
Japan
$434K +$145K +590 +53%
MM
945
MQS Management
New York
$434K +$418K +1,698 New
BFO
946
Biltmore Family Office
North Carolina
$433K -$4.43K -18 -1%
AWA
947
Arete Wealth Advisors
Illinois
$430K +$101K +409 +32%
FAIM
948
Financial Advocates Investment Management
Washington
$428K +$13.3K +54 +3%
FHC
949
First Heartland Consultants
Missouri
$427K – – –
AAS
950
Ameritas Advisory Services
Nebraska
$426K -$188K -763 -33%
36 37
38
39 40