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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
751
Central Trust Company
Missouri
$231K +$10.7K +63 +5%
CFN
752
Cordasco Financial Network
Florida
$230K – – –
SWP
753
Stratos Wealth Partners
Ohio
$229K -$81.8K -483 -25%
DY
754
Dowling & Yahnke
California
$228K +$219K +1,290 New
DWA
755
Douglass Winthrop Advisors
New York
$227K – – –
QC
756
QCM Cayman
Texas
$226K +$42.2K +249 +21%
RI
757
Rudd International
Florida
$226K +$240K +1,419 New
RMDI
758
R.M. Davis Inc
Maine
$225K -$95.1K -561 -29%
PWPS
759
Pinnacle Wealth Planning Services
Ohio
$225K -$10.7K -63 -4%
PGFC
760
Peapack-Gladstone Financial Corp
New Jersey
$224K +$29K +171 +14%
CCP
761
Clarkston Capital Partners
Michigan
$222K +$7.12K +42 +3%
NNP
762
Nachman Norwood & Parrott
South Carolina
$220K +$234K +1,380 New
FCH
763
Freestone Capital Holdings
Washington
$218K +$231K +1,365 New
WWM
764
Windsor Wealth Management
Indiana
$217K -$10.7K -63 -4%
AIM
765
Acropolis Investment Management
Missouri
$216K – – –
MCM
766
MAI Capital Management
Ohio
$211K +$1.02K +6 +0.5%
BAM
767
Belpointe Asset Management
Nevada
$208K -$82.4K -486 -27%
HA
768
Harfst & Associates
Wyoming
$205K +$5.08K +30 +2%
CWM
769
Cornerstone Wealth Management
Missouri
$203K +$216K +1,275 New
GP
770
Girard Partners
Pennsylvania
$202K – – –
CF
771
Centaurus Financial
California
$201K – – –
GWM
772
Geneos Wealth Management
Colorado
$196K +$31.5K +186 +17%
MUAMU
773
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$192K -$3.41M -20,100 -94%
FANJ
774
Financial Architects (New Jersey)
New Jersey
$191K +$62K +366 +44%
FA
775
Fortis Advisors
Pennsylvania
$186K +$197K +1,164 New
29 30
31
32 33