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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1126
Ellis Investment Partners
Pennsylvania
$82K – – –
PP
1127
PrairieView Partners
Minnesota
$82K – – –
SWA
1128
Safir Wealth Advisors
New Hampshire
$82K +$74.5K +300 New
ZB
1129
Zions Bancorporation
Utah
$81K +$1.49K +6 +2%
GWS
1130
Glassman Wealth Services
Virginia
$81K +$2.23K +9 +3%
CCA
1131
Childress Capital Advisors
Texas
$81K +$73.7K +297 New
PHAM
1132
Portland Hill Asset Management
United Kingdom
$80K +$73.7K +297 New
PCG
1133
Private Capital Group
Connecticut
$79K – – –
RWG
1134
Regal Wealth Group
California
$75K – – –
GEA
1135
Glen Eagle Advisors
New Jersey
$73.6K – – –
O
1136
Ossiam
France
$73K +$50.7K +204 +324%
WPA
1137
West Paces Advisors
Georgia
$70.4K – – –
NSIM
1138
North Star Investment Management
Illinois
$70K -$3.73K -15 -6%
MHR
1139
Matthew Hamilton Rosenberg
$70K – – –
AP
1140
Arlington Partners
Alabama
$69K +$62.6K +252 New
CCA
1141
Catalyst Capital Advisors
New York
$68K +$61.8K +249 New
IA
1142
Inspire Advisors
Idaho
$67K +$60.3K +243 New
TIM
1143
Tortoise Investment Management
New York
$66K – – –
JCM
1144
Jacobi Capital Management
Pennsylvania
$64K – – –
SFSIG
1145
San Francisco Sentry Investment Group
California
$63K -$745 -3 -1%
BWM
1146
Baystate Wealth Management
Massachusetts
$63K – – –
FA
1147
Financial Advantage
Maryland
$62K – – –
GAM
1148
Gemmer Asset Management
California
$61K – – –
SLF
1149
Sun Life Financial
Ontario, Canada
$57K – – –
WLPWM
1150
Walled Lake Planning & Wealth Management
Illinois
$56K – – –
44 45
46
47 48