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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1401
Empirical Asset Management
Massachusetts
$525K -$201K -418 -26%
SG
1402
StoneX Group
New York
$525K +$57.1K +119 +11%
VC
1403
Veery Capital
Delaware
$524K – – –
WANY
1404
Wealthspire Advisors (New York)
New York
$521K -$416K -867 -43%
AV
1405
Alamea Verwaltungs
New Jersey
$520K +$97.9K +204 +21%
AIM
1406
Acropolis Investment Management
Missouri
$519K -$12K -25 -3%
BIG
1407
Brookwood Investment Group
Arizona
$519K -$31.2K -65 -5%
SFS
1408
Sharp Financial Services
Pennsylvania
$517K -$120K -250 -18%
NWAG
1409
Net Worth Advisory Group
Utah
$517K -$48.5K -101 -8%
SGCA
1410
Steel Grove Capital Advisors
Tennessee
$516K – – –
PCM
1411
Polymer Capital Management
New York
$515K +$234K +488 +73%
KA
1412
Klingman & Associates
New York
$515K +$27.8K +58 +5%
CH
1413
Cromwell Holdings
Wyoming
$512K – – –
IP
1414
Investment Partners
Ohio
$512K +$28.8K +60 +6%
RA
1415
Rational Advisors
New York
$508K +$510K +1,063 +1,476%
PNAA
1416
Pictet North America Advisors
Switzerland
$507K +$52.8K +110 +11%
JMFC
1417
J.M. Forbes & Co
Massachusetts
$502K +$480 +1 +0.1%
DIA
1418
Dana Investment Advisors
Wisconsin
$500K -$534K -1,113 -50%
DCM
1419
DGS Capital Management
New Jersey
$500K -$97.4K -203 -15%
CW
1420
Channel Wealth
California
$500K – – –
PFM
1421
Premier Fund Managers
United Kingdom
$500K -$9.31M -19,393 -94%
FMN
1422
Financial Management Network
California
$497K -$1.92K -4 -0.4%
ACM
1423
Aspen Capital Management
Idaho
$497K -$1.44K -3 -0.3%
DS
1424
DRW Securities
Illinois
$492K +$528K +1,100 New
MA
1425
Mutual Advisors
Nebraska
$491K -$343K -714 -44%
55 56
57
58 59