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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NNP
776
Nachman Norwood & Parrott
South Carolina
$279K +$1.69K +9 +0.6%
LFAS
777
Level Four Advisory Services
Texas
$277K +$54.5K +291 +26%
NFG
778
Nations Financial Group
Iowa
$275K -$10.7K -57 -4%
PGFC
779
Peapack-Gladstone Financial Corp
New Jersey
$273K -$3.37K -18 -1%
FFN
780
Focus Financial Network
Minnesota
$267K – – –
CCP
781
Clarkston Capital Partners
Michigan
$266K – – –
IA
782
IFG Advisory
Georgia
$264K -$51.7K -276 -17%
MCM
783
MAI Capital Management
Ohio
$264K +$3.37K +18 +1%
EWM
784
Evercore Wealth Management
New York
$263K – – –
EDRH
785
Edmond de Rothschild Holding
Switzerland
$262K +$153K +819 +161%
EF
786
Empirical Finance
Pennsylvania
$262K +$249K +1,329 New
SC
787
Scholtz & Company
Connecticut
$262K +$249K +1,329 New
TW
788
TrinityPoint Wealth
Connecticut
$261K +$20.8K +111 +9%
EMG
789
ETF Managers Group
New Jersey
$261K +$60.7K +324 +32%
BP
790
Ballentine Partners
Massachusetts
$259K -$2.25K -12 -0.9%
SHWM
791
Smith & Howard Wealth Management
Georgia
$259K – – –
MFW
792
Meristem Family Wealth
Minnesota
$258K – – –
BFPW
793
BOK Financial Private Wealth
Colorado
$258K +$245K +1,308 New
TAM
794
Trillium Asset Management
Massachusetts
$257K – – –
PAS
795
Park Avenue Securities
New York
$257K +$244K +1,305 New
WANY
796
Wealthspire Advisors (New York)
New York
$255K +$242K +1,293 New
EWA
797
Exencial Wealth Advisors
Oklahoma
$254K – – –
TMAM
798
Tokio Marine Asset Management
Japan
$253K +$240K +1,284 New
OWD
799
Osborn Williams & Donohoe
Ohio
$252K – – –
IA
800
IFP Advisors
Florida
$250K -$23.6K -126 -9%
30 31
32
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