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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1251
Saturna Capital
Washington
$803K +$546K +1,250 +163%
IAN
1252
Integrated Advisors Network
Texas
$800K +$92.2K +211 +12%
PCM
1253
Princeton Capital Management
New Jersey
$800K +$327K +749 +59%
VR
1254
Vision Retirement
New Jersey
$799K -$1.01M -2,313 -54%
B
1255
Birchbrook
Maine
$797K +$144K +329 +20%
NI
1256
NCP Inc
California
$795K – – –
PIA
1257
Prakash Investment Advisors
Massachusetts
$795K – – –
PP
1258
PDS Planning
Ohio
$793K -$183K -419 -17%
AFG
1259
Allegheny Financial Group
Pennsylvania
$793K +$19.7K +45 +2%
IP
1260
Indivisible Partners
Florida
$791K +$175K +401 +25%
HBT
1261
Heartland Bank & Trust
Illinois
$791K -$12.2K -28 -1%
EFMH
1262
E Fund Management (HK)
Hong Kong
$791K +$316K +723 +57%
PL
1263
Perpetual Ltd
Australia
$789K -$44.6K -102 -5%
HI
1264
Harrington Investments
California
$787K +$2.18K +5 +0.3%
FHA
1265
Flagship Harbor Advisors
Massachusetts
$786K +$104K +237 +14%
CAM
1266
Covenant Asset Management
New Jersey
$785K – – –
TTWM
1267
TCV Trust & Wealth Management
Virginia
$784K – – –
EC
1268
EntryPoint Capital
New York
$784K +$861K +1,971 New
ANTB
1269
AMG National Trust Bank
Colorado
$783K -$126K -289 -13%
NP
1270
NorthRock Partners
Minnesota
$778K +$17K +39 +2%
CI
1271
CX Institutional
Indiana
$778K -$20.1K -46 -2%
I
1272
INVST
Indiana
$777K -$49.8K -114 -6%
BOS
1273
Bank of Stockton
California
$775K +$33.2K +76 +4%
HIP
1274
Harrell Investment Partners
Texas
$773K +$15.7K +36 +2%
RWPA
1275
Richard W. Paul & Associates
Michigan
$773K +$144K +329 +20%
49 50
51
52 53