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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1251
L2 Asset Management
Massachusetts
$811K +$60.7K +139 +7%
BWP
1252
Balboa Wealth Partners
Arizona
$811K -$31.5K -72 -3%
CPIA
1253
Cornell Pochily Investment Advisors
New York
$809K +$278K +636 +45%
WS
1254
Wilian Securities
Minnesota
$809K +$450K +1,031 +103%
EAN
1255
Excelsior Advisor Network
Colorado
$808K +$888K +2,032 New
SIM
1256
Samara Investment Management
Oregon
$806K -$63.3K -145 -7%
CP
1257
Canopy Partners
Ohio
$805K +$220K +504 +33%
GBT
1258
Grove Bank & Trust
Florida
$803K -$362K -828 -29%
SC
1259
Saturna Capital
Washington
$803K +$546K +1,250 +163%
IAN
1260
Integrated Advisors Network
Texas
$800K +$92.2K +211 +12%
PCM
1261
Princeton Capital Management
New Jersey
$800K +$327K +749 +59%
VR
1262
Vision Retirement
New Jersey
$799K -$1.01M -2,313 -54%
B
1263
Birchbrook
Maine
$797K +$144K +329 +20%
NI
1264
NCP Inc
California
$795K – – –
PIA
1265
Prakash Investment Advisors
Massachusetts
$795K – – –
PP
1266
PDS Planning
Ohio
$793K -$183K -419 -17%
AFG
1267
Allegheny Financial Group
Pennsylvania
$793K +$19.7K +45 +2%
IP
1268
Indivisible Partners
Florida
$791K +$175K +401 +25%
HBT
1269
Heartland Bank & Trust
Illinois
$791K -$12.2K -28 -1%
EFMH
1270
E Fund Management (HK)
Hong Kong
$791K +$316K +723 +57%
PL
1271
Perpetual Ltd
Australia
$789K -$44.6K -102 -5%
HI
1272
Harrington Investments
California
$787K +$2.18K +5 +0.3%
FHA
1273
Flagship Harbor Advisors
Massachusetts
$786K +$104K +237 +14%
CAM
1274
Covenant Asset Management
New Jersey
$785K – – –
TTWM
1275
TCV Trust & Wealth Management
Virginia
$784K – – –
49 50
51
52 53