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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1126
Apriem Advisors
California
$346K -$3.75K -12 -1%
NP
1127
NorthRock Partners
Minnesota
$345K -$9.06K -29 -2%
LWM
1128
LJI Wealth Management
Indiana
$345K -$58.4K -187 -14%
RWA
1129
Ropes Wealth Advisors
Massachusetts
$343K -$12.2K -39 -3%
BS
1130
Bessemer Securities
New York
$343K -$227K -726 -38%
LJHT
1131
Laurie J. Hall Trustee
$343K – – –
VC
1132
Veery Capital
Delaware
$343K – – –
RWP
1133
Revolve Wealth Partners
New Jersey
$341K -$8.12K -26 -2%
BHCM
1134
Brevan Howard Capital Management
Jersey
$341K +$364K +1,165 New
HI
1135
Humankind Investments
New York
$339K +$28.1K +90 +8%
WMA
1136
Wealth Management Associates
New Jersey
$338K +$65K +208 +22%
GDP
1137
Great Diamond Partners
Maine
$337K -$2.19K -7 -0.6%
CANY
1138
Caxton Associates (New York)
New York
$336K -$2.76M -8,849 -88%
WB
1139
WesBanco Bank
West Virginia
$335K +$124K +397 +53%
PWM
1140
Prosperity Wealth Management
California
$335K +$18.7K +60 +6%
VFA
1141
Values First Advisors
Tennessee
$333K -$195K -623 -35%
HIIFS
1142
Harel Insurance Investments & Financial Services
Israel
$332K -$588K -1,884 -63%
AAM
1143
Alphadyne Asset Management
New York
$332K +$354K +1,135 New
TPWA
1144
TRUE Private Wealth Advisors
Oregon
$331K +$7.81K +25 +2%
CIM
1145
Contravisory Investment Management
Massachusetts
$331K +$354K +1,132 New
OCBCO
1146
Oversea-Chinese Banking Corp (OCBC)
Singapore
$329K +$125K +401 +55%
NPF
1147
Norris Perne & French
Michigan
$329K – – –
RPC
1148
Rossmore Private Capital
Connecticut
$329K – – –
CW
1149
Channel Wealth
California
$328K -$4.68K -15 -1%
UWPG
1150
Ullmann Wealth Partners Group
Florida
$328K +$42.5K +136 +14%
44 45
46
47 48