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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1551
Sylvest Advisors
Texas
$577K – – –
IP
1552
Ignite Planners
California
$576K -$54.8K -103 -8%
EPIME
1553
Evelyn Partners Investment Management (Europe)
$576K +$16K +30 +3%
IA
1554
IFC Advisors
California
$575K +$177K +332 +49%
WPW
1555
Warther Private Wealth
Ohio
$574K +$6.92K +13 +1%
BLC
1556
Blue Line Capital
Illinois
$574K +$539K +1,013 New
B
1557
Bailard
California
$571K -$34.1K -64 -6%
CA
1558
CoreCap Advisors
Michigan
$571K -$1.15M -2,153 -68%
EFMH
1559
E Fund Management (HK)
Hong Kong
$571K +$441K +829 +258%
HIIFS
1560
Harel Insurance Investments & Financial Services
Israel
$571K +$537K +1,008 New
PNAA
1561
Pictet North America Advisors
Switzerland
$566K -$71.9K -135 -12%
NP
1562
Ninepoint Partners
Ontario, Canada
$564K +$530K +995 New
GIA
1563
Guyasuta Investment Advisors
Pennsylvania
$562K – – –
AIA
1564
AIMZ Investment Advisors
California
$561K – – –
CB
1565
Centennial Bank
Arkansas
$560K – – –
MAWA
1566
Moss Adams Wealth Advisors
Washington
$558K +$72.4K +136 +16%
BMWS
1567
Brady Martz Wealth Solutions
North Dakota
$558K -$30.3K -57 -5%
WS
1568
Wilian Securities
Minnesota
$558K +$524K +985 New
IA
1569
Integrity Alliance
Iowa
$557K +$524K +984 New
FTUS
1570
Flow Traders U.S.
New York
$556K +$522K +981 New
KWM
1571
KFG Wealth Management
Indiana
$555K +$9.05K +17 +2%
II
1572
Impact Investors
California
$555K -$6.92K -13 -1%
RF
1573
RHS Financial
California
$554K +$99.6K +187 +24%
PAP
1574
Persistent Asset Partners
Hong Kong
$553K +$520K +977 New
CSIC
1575
Clifford Swan Investment Counsel
California
$552K -$17.6K -33 -3%
61 62
63
64 65