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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
951
Freemont Management
Switzerland
$2.07M -$253K -500 -10%
AIM
952
Alhambra Investment Management
Florida
$2.07M – – –
HCA
953
Harbor Capital Advisors
Illinois
$2.07M -$352K -696 -13%
1WA
954
180 Wealth Advisors
Washington
$2.07M +$113K +223 +5%
PI
955
PFG Investments
New York
$2.07M +$10.6K +21 +0.5%
LAM
956
LECAP Asset Management
United Kingdom
$2.06M +$1.33M +2,624 +142%
DEA
957
DoubleLine ETF Adviser
Florida
$2.06M +$2.26M +4,467 New
OCBCO
958
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.06M +$1.91M +3,780 +556%
HH
959
Hilltop Holdings
Texas
$2.05M -$1.3M -2,569 -37%
LC
960
Lavaca Capital
Texas
$2.04M – – –
PWG
961
Portside Wealth Group
Utah
$2.04M -$610K -1,205 -21%
SB
962
Strategic Blueprint
Georgia
$2.03M +$715K +1,414 +47%
MCC
963
Malaga Cove Capital
California
$2.02M +$43K +85 +2%
EHI
964
Eagle Health Investments
Connecticut
$2.02M – – –
VVP
965
Venture Visionary Partners
Ohio
$2.02M -$269K -531 -11%
DT
966
Diversified Trust
Tennessee
$2.01M -$917K -1,812 -29%
HHGA
967
Halbert Hargrove Global Advisors
California
$2.01M -$43.5K -86 -2%
VR
968
Vision Retirement
New Jersey
$1.99M -$29.8K -59 -1%
RFP
969
Root Financial Partners
California
$1.99M +$806K +1,593 +59%
VSQM
970
V-Square Quantitative Management
Illinois
$1.98M -$71.3K -141 -3%
TPCW
971
TD Private Client Wealth
New York
$1.97M +$108K +213 +5%
BCM
972
Brookstone Capital Management
Illinois
$1.97M +$68.8K +136 +3%
SWASL
973
Spartan Wealth Advisory Services LLC
Michigan
$1.96M +$2.15M +4,259 New
HCM
974
Howard Capital Management
Georgia
$1.96M -$2.93M -5,799 -58%
PG
975
Patten Group
Tennessee
$1.95M +$326K +644 +18%
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