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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
976
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$387K +$27.6K +112 +8%
CA
977
Cullinan Associates
Kentucky
$383K – – –
ASBI
978
American State Bank (Iowa)
Iowa
$383K +$135K +550 +58%
VI
979
Versor Investments
New York
$383K +$370K +1,500 New
HFM
980
Harvest Fund Management
China
$383K +$28.1K +114 +8%
NAM
981
NorthCrest Asset Manangement
Minnesota
$382K +$369K +1,496 New
PCM
982
Prelude Capital Management
New York
$382K -$692K -2,809 -65%
CSWM
983
Cassady Schiller Wealth Management
Ohio
$382K – – –
TFGT
984
TS Financial Group (TSFG)
Illinois
$381K – – –
CCFM
985
Clear Creek Financial Management
Washington
$379K +$87.7K +356 +32%
PP
986
Patron Partners
Texas
$378K +$8.38K +34 +2%
ECM
987
EMC Capital Management
Texas
$378K – – –
PCP
988
Proficio Capital Partners
Massachusetts
$378K +$14K +57 +4%
EAMA
989
EFG Asset Management (Americas)
Florida
$376K -$1.31M -5,321 -78%
TFM
990
TFC Financial Management
Massachusetts
$375K +$27.8K +113 +8%
DBRC
991
D.B. Root & Company
Pennsylvania
$374K -$3.69K -15 -1%
FPAS
992
Focus Partners Advisor Solutions
Missouri
$373K -$25.4K -103 -7%
RA
993
Riverstone Advisors
Texas
$373K +$354K +1,437 New
QI
994
Qtron Investments
Massachusetts
$369K -$626K -2,541 -64%
IWM
995
IHT Wealth Management
Illinois
$369K -$739 -3 -0.2%
BMCM
996
Bryn Mawr Capital Management
Pennsylvania
$368K – – –
GFP
997
Guardian Financial Partners
California
$368K – – –
GC
998
Gilbert & Cook
Iowa
$367K – – –
MC
999
Moors & Cabot
Massachusetts
$366K -$218K -885 -38%
AWM
1000
Axxcess Wealth Management
California
$365K -$2.96K -12 -0.8%
38 39
40
41 42