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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
851
Copperwynd Financial
Arizona
$682K +$58.4K +174 +9%
FWM
852
Frontier Wealth Management
Missouri
$679K -$13.1K -39 -2%
MSFS
853
Main Street Financial Solutions
Pennsylvania
$675K +$125K +372 +22%
IWC
854
Integrated Wealth Concepts
Massachusetts
$674K -$14.1K -42 -2%
MIM
855
Moseley Investment Management
Florida
$673K -$16.1K -48 -2%
GBT
856
Grove Bank & Trust
Florida
$670K +$72.5K +216 +12%
HA
857
HYA Advisors
Missouri
$667K +$1.38M +4,116 +200%
CS
858
Cannell & Spears
New York
$666K – – –
KLCM
859
KG&L Capital Management
Louisiana
$665K -$32.2K -96 -5%
HSA
860
HBK Sorce Advisory
Pennsylvania
$664K +$12.1K +36 +2%
DBT
861
Dubuque Bank & Trust
Iowa
$654K -$118K -351 -15%
VAS
862
Vestmark Advisory Solutions
Massachusetts
$649K +$35.3K +105 +6%
MCM
863
Manchester Capital Management
Vermont
$647K – – –
PNAA
864
Pictet North America Advisors
Switzerland
$647K +$221K +657 +51%
BFIM
865
Beese Fulmer Investment Management
Ohio
$642K – – –
LC
866
Lindbrook Capital
California
$632K +$9.07K +27 +1%
EN1L
867
Engine No 1 LLC
California
$632K +$262K +780 +69%
SS
868
Simplicity Solutions
Minnesota
$626K +$126K +375 +25%
AWM
869
Avior Wealth Management
Nebraska
$623K +$21.2K +63 +3%
PF
870
Phoenix Financial
Israel
$623K +$635K +1,890 New
FWM
871
Foresight Wealth Management
Utah
$620K -$31.2K -93 -5%
SC
872
Scholtz & Company
Connecticut
$618K -$9.07K -27 -1%
KPW
873
Kore Private Wealth
New York
$616K +$178K +531 +40%
FHC
874
First Heartland Consultants
Missouri
$614K +$19.1K +57 +3%
BHB
875
Bank Hapoalim BM
Israel
$612K – – –
33 34
35
36 37