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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
1526
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$636K -1,770 Closed
BHB
1527
Bank Hapoalim BM
Israel
– -$590K -1,642 Closed
WANY
1528
Wealthspire Advisors (New York)
New York
– -$562K -1,565 Closed
CA
1529
Cortland Associates
Missouri
– -$539K -1,500 Closed
CIM
1530
Contravisory Investment Management
Massachusetts
– -$514K -1,431 Closed
AWM
1531
Aries Wealth Management
Maine
– -$490K -1,364 Closed
WA
1532
WESPAC Advisors
California
– -$443K -1,232 Closed
DU
1533
Delphia (USA)
Ontario, Canada
– -$441K -1,227 Closed
SIA
1534
SkyView Investment Advisors
New Jersey
– -$422K -1,174 Closed
SC
1535
Scholtz & Company
Connecticut
– -$385K -1,072 Closed
VWM
1536
Venturi Wealth Management
Texas
– -$380K -1,059 Closed
PCM
1537
Penserra Capital Management
California
– -$373K -1,040 Closed
KM
1538
Kalos Management
Georgia
– -$434K -1,017 Closed
VC
1539
Veracity Capital
Georgia
– -$365K -1,017 Closed
GT
1540
Glenview Trust
Kentucky
– -$345K -960 Closed
BCM
1541
Brasada Capital Management
Texas
– -$279K -908 Closed
B
1542
Barings
North Carolina
– -$316K -880 Closed
SGA
1543
Seaport Global Advisors
Massachusetts
– -$316K -880 Closed
SF
1544
Symphony Financial
Texas
– -$312K -867 Closed
WFI
1545
West Family Investments
California
– -$301K -839 Closed
MMC
1546
Mizuho Markets Cayman
Cayman Islands
– -$295K -822 Closed
IIC
1547
Integrated Investment Consultants
Michigan
– -$292K -813 Closed
WB
1548
WesBanco Bank
West Virginia
– -$279K -777 Closed
ACA
1549
Affinity Capital Advisors
California
– -$267K -742 Closed
FNBOO
1550
First National Bank of Omaha
Nebraska
– -$251K -699 Closed
60 61
62
63 64