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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
1026
Creative Financial Designs
Indiana
$1.49M +$553K +1,265 +51%
ET
1027
Equitable Trust
Tennessee
$1.49M +$145K +331 +10%
JWM
1028
Jacksonville Wealth Management
Florida
$1.49M -$66.4K -152 -4%
AFWM
1029
Arta Finance Wealth Management
California
$1.49M +$655K +1,500 +67%
2
1030
2Xideas
Switzerland
$1.48M -$1.16M -2,652 -42%
IB
1031
Iyo Bank
Japan
$1.48M – – –
GPWM
1032
Grant Private Wealth Management
California
$1.47M -$18.8K -43 -1%
CW
1033
CreativeOne Wealth
Kansas
$1.47M -$79.5K -182 -5%
HPC
1034
HM Payson & Co
Maine
$1.47M -$1.81M -4,140 -53%
DCM
1035
Davidson Capital Management
Texas
$1.47M +$65.1K +149 +4%
WI
1036
Westbourne Investments
Virginia
$1.46M -$459K -1,050 -22%
BFP
1037
Beacon Financial Planning
Massachusetts
$1.46M +$1.31K +3 +0.1%
TCM
1038
Twin Capital Management
Pennsylvania
$1.46M -$6.12K -14 -0.4%
CCMG
1039
Clark Capital Management Group
Pennsylvania
$1.46M -$4.02M -9,208 -72%
OIA
1040
OneDigital Investment Advisors
Kansas
$1.45M -$380K -869 -19%
HIA
1041
Harbor Investment Advisory
Maryland
$1.45M -$31K -71 -2%
JFG
1042
Jefferies Financial Group
New York
$1.44M +$759K +1,738 +92%
FPAS
1043
Focus Partners Advisor Solutions
Missouri
$1.44M -$179K -410 -10%
HCM
1044
Hall Capital Management
Rhode Island
$1.44M -$33.2K -76 -2%
PWP
1045
Principle Wealth Partners
Connecticut
$1.43M +$44.1K +101 +3%
FHC
1046
First Horizon Corporation
Tennessee
$1.43M -$80.8K -185 -5%
KAS
1047
KPP Advisory Services
Kentucky
$1.43M +$132K +303 +9%
EB
1048
Eastern Bank
Massachusetts
$1.43M -$34.1K -78 -2%
EFG
1049
Everhart Financial Group
Ohio
$1.42M -$276K -632 -15%
KIA
1050
Knollwood Investment Advisory
Maryland
$1.42M – – –
40 41
42
43 44