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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1726
Hazlett, Burt & Watson
West Virginia
$177K +$9.31K +20 +6%
GEA
1727
Glen Eagle Advisors
New Jersey
$176K – – –
RA
1728
Rise Advisors
New York
$174K -$3.72K -8 -2%
CC
1729
Centiva Capital
New York
$174K +$165K +355 New
AWM
1730
Atticus Wealth Management
Florida
$173K +$14.4K +31 +10%
A
1731
AlphaQuest
New York
$173K +$164K +353 New
CAL
1732
Capital Analysts LLC
Pennsylvania
$172K +$36.3K +78 +29%
MHR
1733
Matthew Hamilton Rosenberg
$169K +$7.45K +16 +5%
EFP
1734
EnRich Financial Partners
Wisconsin
$165K – – –
CAM
1735
Clarity Asset Management
Iowa
$160K +$152K +326 New
FPFS
1736
First Personal Financial Services
North Carolina
$160K +$466 +1 +0.3%
TIM
1737
Tortoise Investment Management
New York
$158K +$26.1K +56 +21%
WB
1738
Webster Bank
Connecticut
$158K – – –
PMFA
1739
Plante Moran Financial Advisors
Michigan
$155K -$5.59K -12 -4%
PWA
1740
Provenance Wealth Advisors
Florida
$155K +$10.2K +22 +8%
CCM
1741
CAAS Capital Management
New York
$147K +$140K +300 New
RCM
1742
Raleigh Capital Management
North Carolina
$144K +$4.66K +10 +4%
OP
1743
ORG Partners
Indiana
$144K -$10.7K -23 -7%
BC
1744
BIT Capital
Germany
$141K +$134K +287 New
MCM
1745
MV Capital Management
Maryland
$136K +$3.26K +7 +3%
JFGIW
1746
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$135K -$506K -1,086 -80%
ADL
1747
Asset Dedication LLC
California
$135K +$20.5K +44 +19%
CCA
1748
Catalyst Capital Advisors
New York
$135K -$26.5K -57 -17%
CSC
1749
Cove Street Capital
California
$133K +$126K +270 New
HIIFS
1750
Harel Insurance Investments & Financial Services
Israel
$132K +$125K +269 New
68 69
70
71 72