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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
951
Dalton Investments
Nevada
$1.83M – – –
TAM
952
Trust Asset Management
Texas
$1.83M – – –
BFG
953
Berger Financial Group
Minnesota
$1.83M -$28.8K -60 -1%
VWM
954
Valley Wealth Managers
New Jersey
$1.83M +$676K +1,409 +53%
BBHC
955
Brown Brothers Harriman & Co
New York
$1.8M +$76.8K +160 +4%
LB
956
Legacy Bridge
Iowa
$1.8M -$26.9K -56 -1%
PCG
957
Prosperity Consulting Group
Maryland
$1.8M +$9.12K +19 +0.5%
WC
958
Waterloo Capital
Texas
$1.79M -$529K -1,103 -22%
LFM
959
LGT Fund Management
Liechtenstein
$1.79M +$487K +1,014 +33%
CWP
960
Concord Wealth Partners
Virginia
$1.78M +$223K +464 +13%
MOS
961
MGO One Seven
Ohio
$1.78M +$306K +637 +19%
CDDEC
962
Caisse Des Depots Et Consignations
France
$1.78M +$1.91M +3,974 New
GCM
963
Geneva Capital Management
Wisconsin
$1.77M -$71.5K -149 -4%
JWM
964
Jacksonville Wealth Management
Florida
$1.76M -$37K -77 -2%
HIA
965
Harbor Investment Advisory
Maryland
$1.73M -$768K -1,600 -29%
AP
966
Americana Partners
Texas
$1.73M +$4.32K +9 +0.2%
EWM
967
Empirical Wealth Management
Washington
$1.7M +$266K +554 +17%
HCM
968
Howland Capital Management
Massachusetts
$1.69M +$22.6K +47 +1%
WP
969
Westmount Partners
California
$1.68M – – –
BPA
970
Beacon Pointe Advisors
California
$1.68M -$1.16M -2,425 -39%
GD
971
Grandfield & Dodd
New York
$1.68M – – –
AA
972
Altman Advisors
Illinois
$1.68M +$20.6K +43 +1%
RS
973
R Squared
Hong Kong
$1.68M +$459K +956 +34%
FHC
974
First Horizon Corporation
Tennessee
$1.68M +$1.8M +3,746 New
GAG
975
GM Advisory Group
New York
$1.67M -$212K -441 -11%
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