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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EPWM
1051
Essex Private Wealth Management
Massachusetts
$229K +$209K +843 New
MPPLM
1052
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$228K +$208K +837 New
IF
1053
IRON Financial
Illinois
$227K -$6.7K -27 -3%
CMBA
1054
C.M. Bidwell & Associates
Hawaii
$226K +$206K +828 New
SMG
1055
Spectrum Management Group
Indiana
$225K – – –
SHWM
1056
Smith & Howard Wealth Management
Georgia
$224K -$101K -408 -33%
FNBOO
1057
First National Bank of Omaha
Nebraska
$224K +$204K +822 New
D
1058
Diversified
Delaware
$224K +$235K +945 New
GW
1059
GW & Wade
Massachusetts
$222K +$202K +813 New
DA
1060
DCM Advisors
New York
$221K +$201K +810 New
FUBT
1061
First United Bank & Trust
Maryland
$221K +$201K +810 New
SICM
1062
Sustainable Insight Capital Management
New York
$219K +$200K +804 New
PMG
1063
ProVise Management Group
Florida
$218K +$199K +801 New
FSC
1064
Full Sail Capital
Oklahoma
$218K +$212K +852 New
PWLP
1065
Prio Wealth Limited Partnership
Massachusetts
$217K +$197K +795 New
EFS
1066
Essex Financial Services
Connecticut
$216K +$197K +792 New
CPC
1067
Cookson Peirce & Co
Pennsylvania
$214K +$194K +783 New
HIC
1068
Holderness Investments Company
North Carolina
$213K +$194K +780 New
CA
1069
Calton & Associates
Florida
$212K -$30.5K -123 -14%
RWP
1070
RWA Wealth Partners
Massachusetts
$212K +$193K +777 New
GP
1071
Greenline Partners
New York
$211K +$192K +774 New
CWM
1072
Chesapeake Wealth Management
Virginia
$211K +$193K +777 New
MA
1073
MONECO Advisors
Connecticut
$211K +$194K +780 New
FFS
1074
Founders Financial Securities
Maryland
$210K -$61.1K -246 -24%
BC
1075
BIT Capital
Germany
$209K -$3.3M -13,275 -95%
41 42
43
44 45