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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
976
Phoenix Financial
Israel
$564K -$115K -333 -18%
CA
977
Cambridge Advisors
Nebraska
$564K – – –
WANY
978
Wealthspire Advisors (New York)
New York
$562K -$35.4K -103 -6%
CRCM
979
Corbett Road Capital Management
Virginia
$561K -$57.5K -167 -10%
AMC
980
Asset Management Corp
Illinois
$561K – – –
PHIC
981
Pine Haven Investment Counsel
Massachusetts
$559K +$535K +1,555 New
HWA
982
HCR Wealth Advisors
California
$557K +$32.3K +94 +6%
WPW
983
Waldron Private Wealth
Pennsylvania
$556K +$33K +96 +7%
AWA
984
Arete Wealth Advisors
Illinois
$553K -$31K -90 -6%
WWM
985
Windsor Wealth Management
Indiana
$549K +$4.82K +14 +0.9%
CT
986
Caldwell Trust
Florida
$549K -$22.7K -66 -4%
BWP
987
Baldwin Wealth Partners
Massachusetts
$539K – – –
CA
988
Cortland Associates
Missouri
$539K – – –
CA
989
Cullinan Associates
Kentucky
$539K – – –
LIM
990
Leavell Investment Management
Alabama
$539K – – –
SIC
991
Samalin Investment Counsel
New York
$538K +$32K +93 +7%
NFG
992
Nations Financial Group
Iowa
$536K -$56.8K -165 -10%
PCP
993
Proficio Capital Partners
Massachusetts
$533K -$6.88K -20 -1%
GCM
994
Graham Capital Management
Connecticut
$531K +$509K +1,478 New
FB
995
Fulton Bank
Pennsylvania
$530K +$130K +377 +34%
RMDI
996
R.M. Davis Inc
Maine
$522K – – –
PAM
997
Paradigm Asset Management
New York
$521K -$68.8K -200 -12%
USCWA
998
U.S. Capital Wealth Advisors
Texas
$520K +$45.1K +131 +10%
CFN
999
Cordasco Financial Network
Florida
$517K – – –
CCMD
1000
Cypress Capital Management (Delaware)
Delaware
$517K – – –
38 39
40
41 42