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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
1526
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$403K – – –
SCM
1527
SCS Capital Management
Massachusetts
$399K -$106K -220 -20%
VPP
1528
Vertex Planning Partners
Illinois
$397K -$14.4K -30 -3%
IFA
1529
Index Fund Advisors
California
$397K -$480 -1 -0.1%
BC
1530
Bridgefront Capital
Texas
$396K -$1.87M -3,902 -82%
SOS
1531
Silver Oak Securities
Tennessee
$396K -$108K -225 -20%
RA
1532
Riversedge Advisors
Delaware
$395K -$23K -48 -5%
DG
1533
DMC Group
Alabama
$393K +$40.8K +85 +11%
OCM
1534
One Capital Management
California
$393K -$111K -231 -21%
GTAM
1535
Global Trust Asset Management
Florida
$392K -$245K -510 -37%
PWA
1536
Physician Wealth Advisors
Utah
$391K +$34.1K +71 +9%
RB
1537
Renasant Bank
Mississippi
$390K +$6.24K +13 +2%
OCBCO
1538
Oversea-Chinese Banking Corp (OCBC)
Singapore
$390K +$418K +872 New
NFG
1539
Nations Financial Group
Iowa
$390K -$13.9K -29 -3%
FF
1540
Foronjy Financial
California
$386K – – –
CA
1541
Callahan Advisors
Texas
$386K -$960 -2 -0.2%
FFA
1542
Fragasso Financial Advisors
Pennsylvania
$385K +$1.44K +3 +0.4%
MEAC
1543
M.E. Allison & Co
Texas
$385K – – –
BCM
1544
Bourgeon Capital Management
Connecticut
$383K +$56.1K +117 +16%
PL
1545
Perpetual Ltd
Australia
$383K -$48.6M -101,199 -99%
BWP
1546
Burling Wealth Partners
Illinois
$382K -$18.2K -38 -4%
SNB
1547
Security National Bank
Nebraska
$381K +$301K +627 +279%
MAWA
1548
Moss Adams Wealth Advisors
Washington
$380K -$31.7K -66 -7%
HIC
1549
Holderness Investments Company
North Carolina
$380K -$1.92K -4 -0.5%
WMA
1550
Wealth Management Associates
New Jersey
$380K +$960 +2 +0.2%
60 61
62
63 64