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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1751
Teza Capital Management
Illinois
$383K +$360K +676 New
VCM
1752
Viewpoint Capital Management
Washington
$382K – – –
EL
1753
EWA LLC
Pennsylvania
$382K +$35.7K +67 +11%
GDP
1754
Great Diamond Partners
Maine
$382K +$4.26K +8 +1%
TW
1755
Trajan Wealth
Arizona
$381K +$358K +673 New
OA
1756
Operose Advisors
Wisconsin
$380K +$62.8K +118 +21%
HTC
1757
Haverford Trust Company
Pennsylvania
$380K +$62.3K +117 +21%
FF
1758
Farnam Financial
Arizona
$380K +$357K +671 New
GIP
1759
Granite Investment Partners
California
$378K -$68.1K -128 -16%
DAC
1760
Dividend Assets Capital
South Carolina
$378K – – –
AG
1761
AlTi Global
New York
$378K +$355K +667 New
OWP
1762
ORG Wealth Partners
Texas
$374K +$325K +611 +1,222%
AHC
1763
Adell Harriman & Carpenter
Texas
$373K – – –
SMA
1764
Seven Mile Advisory
New Jersey
$373K -$51.1K -96 -13%
RB
1765
Rodgers Brothers
Pennsylvania
$372K – – –
SIM
1766
Stratos Investment Management
Ohio
$371K +$349K +655 New
HTHT
1767
Hemenway Trust Hemenway Trust
New Hampshire
$369K -$5.32K -10 -2%
EB
1768
Emprise Bank
Kansas
$368K -$1.6K -3 -0.5%
PPW
1769
Pasadena Private Wealth
California
$368K -$532 -1 -0.2%
BFA
1770
Beaumont Financial Advisors
Massachusetts
$368K +$20.8K +39 +6%
CSPIA
1771
Cary Street Partners Investment Advisory
Virginia
$368K +$118K +222 +52%
GA
1772
GFS Advisors
Texas
$368K +$346K +650 New
DTL
1773
Dynamic Technology Lab
Singapore
$368K +$346K +649 New
BHPW
1774
Box Hill Private Wealth
Arizona
$368K +$346K +649 New
CWS
1775
Cypress Wealth Services
California
$367K +$345K +648 New
69 70
71
72 73