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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1326
Financial Insights
Washington
$272K – – –
AGP
1327
Autumn Glory Partners
Texas
$272K +$224K +750 New
ACM
1328
Arcataur Capital Management
Wisconsin
$270K – – –
OHWP
1329
Oak Harbor Wealth Partners
North Carolina
$270K – – –
PMG
1330
ProVise Management Group
Florida
$270K – – –
AL
1331
Arnhold LLC
New York
$270K – – –
AT
1332
Arvest Trust
Oklahoma
$269K +$31.3K +105 +15%
HIC
1333
Holderness Investments Company
North Carolina
$268K – – –
ALAM
1334
Asahi Life Asset Management
Japan
$267K +$235K +790 New
APW
1335
Austin Private Wealth
Texas
$265K +$234K +785 New
MC
1336
Middleton & Co
Massachusetts
$264K – – –
PWLP
1337
Prio Wealth Limited Partnership
Massachusetts
$264K – – –
WP
1338
WealthPLAN Partners
Nebraska
$264K – – –
FWCM
1339
Ferguson Wellman Capital Management
Oregon
$263K – – –
CSPIA
1340
Cary Street Partners Investment Advisory
Virginia
$263K +$147K +493 +172%
WI
1341
WrapManager Inc
California
$262K -$17K -57 -7%
SPIS
1342
Steward Partners Investment Solutions
Oregon
$260K +$230K +771 New
UCMOK
1343
United Capital Management of KS
Kansas
$259K – – –
SWP
1344
Semus Wealth Partners
Florida
$258K +$228K +765 New
BCA
1345
Bay Colony Advisors
Massachusetts
$258K -$48K -161 -17%
MFA
1346
Mayflower Financial Advisors
Massachusetts
$258K -$2.09K -7 -0.9%
EL
1347
EWA LLC
Pennsylvania
$257K +$200K +670 New
MAM
1348
Meeder Asset Management
Ohio
$256K +$227K +760 New
PFG
1349
Prosperity Financial Group
California
$256K +$8.35K +28 +4%
NRD
1350
Nebula Research & Development
New York
$256K +$226K +758 New
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