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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1101
Capula Management
Cayman Islands
$1.12M +$1.21M +2,514 New
NI
1102
Natural Investments
California
$1.12M +$15.8K +33 +1%
GWANC
1103
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.12M +$5.76K +12 +0.5%
SRC
1104
Stone Run Capital
New York
$1.12M – – –
CIA
1105
Capital Investment Advisors
Georgia
$1.12M -$7.68K -16 -0.6%
RAM
1106
Redmond Asset Management
Virginia
$1.12M -$289K -603 -19%
AU
1107
Algebris (UK)
United Kingdom
$1.11M +$97.9K +204 +9%
BW
1108
Balance Wealth
Ohio
$1.11M +$11.5K +24 +1%
CCP
1109
Clarkston Capital Partners
Michigan
$1.11M – – –
AM
1110
Atwater Malick
Pennsylvania
$1.11M – – –
CA
1111
Continuum Advisory
Idaho
$1.11M +$106K +221 +10%
CCFM
1112
Clear Creek Financial Management
Washington
$1.1M +$387K +807 +49%
CWM
1113
Chesapeake Wealth Management
Virginia
$1.1M +$22.1K +46 +2%
CCC
1114
Compass Capital Corp
Massachusetts
$1.08M -$20.6K -43 -2%
IFWM
1115
Institute for Wealth Management
Colorado
$1.08M -$23K -48 -2%
CWM
1116
Circle Wealth Management
New Jersey
$1.08M +$99.3K +207 +9%
PP
1117
Patron Partners
Texas
$1.08M +$81.6K +170 +8%
AI
1118
AXS Investments
New York
$1.07M +$298K +622 +35%
I
1119
INVST
Indiana
$1.05M +$2.4K +5 +0.2%
FCP
1120
Fidelis Capital Partners
Florida
$1.05M -$52.3K -109 -4%
QIM
1121
Quest Investment Management
Oregon
$1.05M +$107K +224 +11%
TNA
1122
True North Advisors
Texas
$1.05M +$72.9K +152 +7%
CAG
1123
Csenge Advisory Group
Florida
$1.04M -$1.53M -3,192 -58%
WA
1124
Wealth Alliance
New York
$1.04M -$95K -198 -8%
ECM
1125
EagleClaw Capital Management
Massachusetts
$1.03M – – –
43 44
45
46 47