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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MUAMU
976
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$581K -$182K -600 -26%
RCM
977
RB Capital Management
Nevada
$580K -$10.3K -34 -2%
GRP
978
Global Retirement Partners
California
$576K +$100K +332 +25%
WWM
979
Windsor Wealth Management
Indiana
$576K +$40.8K +135 +9%
MSFS
980
Main Street Financial Solutions
Pennsylvania
$576K -$20.3K -67 -4%
MWM
981
Modera Wealth Management
New Jersey
$575K +$17.5K +58 +4%
RMDI
982
R.M. Davis Inc
Maine
$570K +$3.63K +12 +0.7%
PCIA
983
Prime Capital Investment Advisors
Kansas
$569K +$504K +1,665 New
ANTB
984
AMG National Trust Bank
Colorado
$569K +$99.8K +330 +25%
GBT
985
Grove Bank & Trust
Florida
$567K +$293K +969 +141%
WPC
986
Waters Parkerson & Co
Louisiana
$565K -$605 -2 -0.1%
IEFM
987
IQ EQ Fund Management
Ireland
$563K -$122K -402 -20%
FBB
988
Fulton Breakefield Broenniman
Maryland
$563K -$2.12K -7 -0.4%
PPP
989
Private Portfolio Partners
New Jersey
$560K -$43.9K -145 -8%
PHIC
990
Pine Haven Investment Counsel
Massachusetts
$556K -$45.4K -150 -8%
CAG
991
Crestwood Advisors Group
Massachusetts
$554K +$29.7K +98 +6%
I
992
InceptionR
California
$554K +$490K +1,620 New
CA
993
Cullinan Associates
Kentucky
$547K +$30.3K +100 +7%
FCP
994
Fidelis Capital Partners
Florida
$544K +$18.2K +60 +4%
GVAG
995
Great Valley Advisor Group
Delaware
$544K -$174K -575 -27%
1W
996
1776 Wealth
Georgia
$544K +$481K +1,590 New
GP
997
Geneva Partners
Wisconsin
$538K +$476K +1,573 New
SFI
998
SPC Financial Inc
Maryland
$537K -$24.2K -80 -5%
GL
999
Graypoint LLC
New York
$535K +$95.9K +317 +25%
PCA
1000
Pallas Capital Advisors
Massachusetts
$534K +$4.84K +16 +1%
38 39
40
41 42