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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
976
Forum Financial Management
Illinois
$567K +$14.7K +47 +2%
MC
977
Machina Capital
France
$566K +$605K +1,938 New
CB
978
Centennial Bank
Arkansas
$565K -$66.2K -212 -10%
PI
979
PFG Investments
New York
$562K +$8.12K +26 +1%
MMG
980
Monetary Management Group
Missouri
$560K +$45.3K +145 +8%
EI
981
Ellevest Inc
New York
$557K +$22.2K +71 +4%
PIA
982
Perennial Investment Advisors
California
$556K -$15.6K -50 -3%
CW
983
Connectus Wealth
Ohio
$553K -$3.44K -11 -0.6%
MMM
984
Mendel Money Management
Illinois
$552K +$114K +365 +24%
TIMH
985
Tilt Investment Management Holdings
New York
$546K – – –
WA
986
Wealth Architects
California
$545K +$15.9K +51 +3%
GRP
987
Global Retirement Partners
California
$538K +$52.2K +167 +10%
BTWM
988
Baker Tilly Wealth Management
Wisconsin
$535K -$1.09M -3,489 -66%
CWM
989
Chesapeake Wealth Management
Virginia
$527K +$259K +828 +85%
NL
990
Navalign LLC
California
$526K – – –
FHC
991
First Heartland Consultants
Missouri
$526K +$31.2K +100 +6%
PP
992
Patron Partners
Texas
$522K +$10.3K +33 +2%
EG
993
Ellerson Group
Maryland
$517K – – –
FFN
994
Focus Financial Network
Minnesota
$516K +$19.4K +62 +4%
CP
995
Covenant Partners
Tennessee
$514K – – –
JF
996
Jump Financial
Illinois
$514K +$150K +480 +38%
MTIC
997
Missouri Trust & Investment Company
Missouri
$513K – – –
PNC
998
Park National Corp
Ohio
$512K – – –
FCP
999
Fidelis Capital Partners
Florida
$510K +$47.8K +153 +10%
GFP
1000
Gryphon Financial Partners
Ohio
$509K -$7.81K -25 -1%
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40
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