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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
1026
Pine Haven Investment Counsel
Massachusetts
$475K – – –
IP
1027
Ignite Planners
California
$473K +$509K +1,630 New
MSFS
1028
Main Street Financial Solutions
Pennsylvania
$471K -$22.2K -71 -4%
MG
1029
Mather Group
Illinois
$470K +$142K +456 +40%
CFP
1030
Catalyst Financial Partners
Massachusetts
$469K +$79K +253 +19%
AG
1031
Algert Global
California
$468K -$990K -3,170 -66%
CA
1032
Cullinan Associates
Kentucky
$468K – – –
BFO
1033
Biltmore Family Office
North Carolina
$467K +$23.4K +75 +5%
EFS
1034
Essex Financial Services
Connecticut
$467K +$94.9K +304 +24%
WPC
1035
Waters Parkerson & Co
Louisiana
$466K -$17.8K -57 -3%
FBFS
1036
First Business Financial Services
Wisconsin
$465K +$18.4K +59 +4%
1W
1037
1776 Wealth
Georgia
$465K – – –
CW
1038
CreativeOne Wealth
Kansas
$459K -$541K -1,733 -52%
SFI
1039
SPC Financial Inc
Maryland
$459K – – –
CSWM
1040
Cassady Schiller Wealth Management
Ohio
$459K +$20K +64 +4%
LFA
1041
Legacy Financial Advisors
Kentucky
$455K +$625 +2 +0.1%
CT
1042
Caldwell Trust
Florida
$455K +$10.3K +33 +2%
WA
1043
Waverly Advisors
Alabama
$454K – – –
GL
1044
Graypoint LLC
New York
$453K -$4.06K -13 -0.8%
SWM
1045
Silverlake Wealth Management
Vermont
$452K +$119K +380 +33%
AWA
1046
Aaron Wealth Advisors
Illinois
$449K -$6.25K -20 -1%
RWP
1047
RWA Wealth Partners
Massachusetts
$449K +$293K +938 +157%
FAIM
1048
Financial Advocates Investment Management
Washington
$447K +$9.68K +31 +2%
OMC
1049
Old Mission Capital
Illinois
$445K -$551K -1,764 -54%
PCP
1050
Proficio Capital Partners
Massachusetts
$440K +$26.5K +85 +6%
40 41
42
43 44