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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
1026
Fidelis Capital Partners
Florida
$615K +$23.8K +80 +5%
GRP
1027
Global Retirement Partners
California
$608K -$51.6K -173 -9%
NL
1028
Navalign LLC
California
$607K – – –
SAM
1029
Sycomore Asset Management
France
$607K +$412K +1,382 +332%
LFA
1030
Legacy Financial Advisors
Kentucky
$598K +$64.4K +216 +14%
EG
1031
Ellerson Group
Maryland
$597K – – –
FHC
1032
First Heartland Consultants
Missouri
$597K -$8.94K -30 -2%
VCM
1033
Virtue Capital Management
Tennessee
$596K -$58.1K -195 -10%
FFN
1034
Focus Financial Network
Minnesota
$595K – – –
TWM
1035
Tradition Wealth Management
Minnesota
$595K +$107K +359 +26%
LAM
1036
Lewis Asset Management
California
$593K +$524K +1,757 New
MTIC
1037
Missouri Trust & Investment Company
Missouri
$592K – – –
PNC
1038
Park National Corp
Ohio
$590K – – –
HT
1039
Heritage Trust
Oklahoma
$586K +$5.37K +18 +1%
GWMR
1040
GC Wealth Management RIA
Massachusetts
$586K +$518K +1,737 New
ASBI
1041
American State Bank (Iowa)
Iowa
$585K +$11.9K +40 +2%
CT
1042
Clearstead Trust
Maine
$583K +$515K +1,727 New
CT
1043
Caldwell Trust
Florida
$582K +$50.4K +169 +11%
DGAM
1044
Desjardins Global Asset Management
Quebec, Canada
$582K -$385K -1,293 -43%
BTI
1045
Blue Trust Inc
Georgia
$581K -$19.4K -65 -3%
AWA
1046
Aaron Wealth Advisors
Illinois
$580K +$54.3K +182 +12%
AWM
1047
Avior Wealth Management
Nebraska
$580K – – –
PP
1048
Patron Partners
Texas
$577K -$22.7K -76 -4%
MWM
1049
Modera Wealth Management
New Jersey
$575K -$3.58K -12 -0.7%
MG
1050
Mather Group
Illinois
$568K +$22.7K +76 +5%
40 41
42
43 44