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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CDDEC
1001
Caisse Des Depots Et Consignations
France
$1.83M – – –
TAM
1002
Trust Asset Management
Texas
$1.82M – – –
IWM
1003
IHT Wealth Management
Illinois
$1.81M +$90.6K +179 +5%
HSA
1004
HBK Sorce Advisory
Pennsylvania
$1.81M +$24.8K +49 +1%
JWM
1005
Jacksonville Wealth Management
Florida
$1.8M – – –
ATFA
1006
All Terrain Financial Advisors
Minnesota
$1.8M +$455K +900 +30%
CW
1007
CreativeOne Wealth
Kansas
$1.79M -$179K -353 -8%
HCM
1008
Highview Capital Management
Illinois
$1.79M +$105K +207 +6%
LFS
1009
Lighthouse Financial Services
California
$1.79M -$41.5K -82 -2%
AAP
1010
Arax Advisory Partners
Colorado
$1.79M -$460K -910 -19%
GAG
1011
GM Advisory Group
New York
$1.77M +$42.5K +84 +2%
SA
1012
Sovran Advisors
California
$1.75M +$459K +907 +31%
AC
1013
AXQ Capital
New Jersey
$1.75M +$1.68M +3,325 +701%
ELI
1014
Empire Life Investments
Ontario, Canada
$1.75M -$227K -449 -11%
BW
1015
Balance Wealth
Ohio
$1.75M +$18.7K +37 +1%
FHC
1016
First Horizon Corporation
Tennessee
$1.74M -$506 -1 -0%
HT
1017
Heritage Trust
Oklahoma
$1.74M +$523K +1,034 +38%
RA
1018
RiverPark Advisors
New York
$1.74M +$37.9K +75 +2%
GPWM
1019
Grant Private Wealth Management
California
$1.73M +$159K +315 +9%
CIM
1020
Chapman Investment Management
California
$1.72M +$99.7K +197 +6%
IB
1021
Iyo Bank
Japan
$1.71M – – –
HIA
1022
Harbor Investment Advisory
Maryland
$1.71M -$97.1K -192 -5%
WAP
1023
Wealthcare Advisory Partners
Pennsylvania
$1.71M -$423K -837 -18%
AAM
1024
Alphadyne Asset Management
New York
$1.71M +$1.87M +3,699 New
GD
1025
Grandfield & Dodd
New York
$1.7M -$26.3K -52 -1%
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