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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
901
Pinnacle Wealth Planning Services
Ohio
$922K +$71.2K +239 +10%
PPWP
902
Premier Path Wealth Partners
New Jersey
$913K +$822K +2,758 New
A
903
AlphaQuest
New York
$909K +$803K +2,695 New
JSC
904
Jackson Square Capital
California
$903K +$424K +1,422 +113%
BL
905
Balentine LLC
Georgia
$898K +$148K +495 +23%
MW
906
Marcum Wealth
Ohio
$892K -$27.7K -93 -3%
BIG
907
Brooklyn Investment Group
New York
$892K +$788K +2,645 New
LOIM
908
Liberty One Investment Management
Illinois
$890K -$37.6K -126 -5%
IFWM
909
Institute for Wealth Management
Colorado
$889K – – –
WA
910
Wealth Alliance
New York
$887K -$93.9K -315 -11%
CPIG
911
Chicago Partners Investment Group
Illinois
$886K -$11.6K -39 -2%
SIG
912
Stonegate Investment Group
Alabama
$879K +$61.4K +206 +9%
FFP
913
FourThought Financial Partners
Florida
$872K +$4.47K +15 +0.6%
1IA
914
1834 Investment Advisors
Wisconsin
$871K -$659K -2,210 -46%
TTWM
915
TCV Trust & Wealth Management
Virginia
$869K +$10.7K +36 +1%
USCWA
916
U.S. Capital Wealth Advisors
Texas
$869K -$801K -2,687 -51%
CI
917
Conning Inc
Connecticut
$862K – – –
GI
918
GAMMA Investing
California
$861K +$679K +2,277 New
PA
919
Pinnacle Associates
New York
$861K +$74.8K +251 +11%
SC
920
Scotia Capital
Ontario, Canada
$851K -$104K -350 -12%
JIC
921
Joel Isaacson & Co
New York
$848K +$1.49K +5 +0.2%
DWA
922
Douglass Winthrop Advisors
New York
$846K +$59.6K +200 +9%
GFP
923
Gryphon Financial Partners
Ohio
$845K -$146K -489 -28%
CGL
924
Clarius Group LLC
Washington
$844K -$48.6K -163 -6%
MOS
925
MGO One Seven
Ohio
$844K +$78.4K +263 +12%
35 36
37
38 39