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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1101
Systematic Alpha Investments
New Jersey
$310K – – –
FAG
1102
Fortitude Advisory Group
Washington
$310K +$22.2K +76 +8%
CMI
1103
Clare Market Investments
Texas
$307K -$183K -625 -38%
AI
1104
Accredited Investors
Minnesota
$307K +$9.35K +32 +3%
CA
1105
Callahan Advisors
Texas
$306K +$33.6K +115 +13%
PAM
1106
Palisade Asset Management
Minnesota
$304K -$5.84K -20 -2%
DP
1107
Dearborn Partners
Illinois
$302K -$59.3K -203 -17%
MGIM
1108
M&G Investment Management
United Kingdom
$302K -$17.5K -60 -6%
MCWS
1109
McKinley Carter Wealth Services
West Virginia
$302K -$7.89K -27 -3%
NG
1110
Northstar Group
New York
$302K – – –
EW
1111
Evoke Wealth
California
$302K +$35.6K +122 +14%
CCFM
1112
Clear Creek Financial Management
Washington
$302K +$293K +1,002 New
GW
1113
GW & Wade
Massachusetts
$301K -$19.9K -68 -6%
LA
1114
LexAurum Advisors
Kansas
$300K +$8.76K +30 +3%
AIA
1115
AIMZ Investment Advisors
California
$299K – – –
KP
1116
Keel Point
Alabama
$298K -$1.3M -4,451 -82%
TNA
1117
True North Advisors
Texas
$298K -$9.64K -33 -3%
CP
1118
Castleview Partners
Texas
$298K +$289K +989 New
CAM
1119
Concorde Asset Management
Michigan
$296K -$283K -969 -50%
ARMT
1120
Amica Retiree Medical Trust
Rhode Island
$295K – – –
PP
1121
Patron Partners
Texas
$295K +$52.9K +181 +23%
HHGA
1122
Halbert Hargrove Global Advisors
California
$294K -$2.04K -7 -0.7%
AC
1123
ASB Consultores
Florida
$294K +$61.6K +211 +28%
CFG
1124
Citizens Financial Group
Rhode Island
$294K +$285K +976 New
GA
1125
Geller Advisors
New York
$293K -$11.7K -40 -4%
43 44
45
46 47