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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1051
Main Street Financial Solutions
Pennsylvania
$568K +$21.2K +71 +4%
CCFM
1052
Clear Creek Financial Management
Washington
$567K +$70.1K +235 +16%
RCAG
1053
Rehmann Capital Advisory Group
Michigan
$567K +$66.8K +224 +15%
RMDI
1054
R.M. Davis Inc
Maine
$559K – – –
CQS
1055
Credential Qtrade Securities
$558K -$21.5K -72 -4%
RWPA
1056
Richard W. Paul & Associates
Michigan
$556K -$15.5K -52 -3%
IEFM
1057
IQ EQ Fund Management
Ireland
$556K – – –
PCM
1058
Parsons Capital Management
Rhode Island
$555K – – –
CW
1059
CreativeOne Wealth
Kansas
$555K +$22.4K +75 +5%
PPP
1060
Private Portfolio Partners
New Jersey
$555K – – –
CT
1061
Chicago Trust
Illinois
$554K -$14.9K -50 -3%
BFIM
1062
Beese Fulmer Investment Management
Ohio
$554K -$23.3K -78 -5%
CFP
1063
Catalyst Financial Partners
Massachusetts
$553K +$9.84K +33 +2%
FAIM
1064
Financial Advocates Investment Management
Washington
$552K +$31.6K +106 +7%
PCM
1065
Penserra Capital Management
California
$550K -$101K -339 -17%
WFG
1066
Wormser Freres Gestion
France
$549K +$493K +1,654 New
RCM
1067
RB Capital Management
Nevada
$549K -$21.2K -71 -4%
PHIC
1068
Pine Haven Investment Counsel
Massachusetts
$548K – – –
MSS
1069
Mitchell Sinkler & Starr
Pennsylvania
$547K +$58.1K +195 +14%
SPWM
1070
Schrum Private Wealth Management
Florida
$546K -$268K -900 -36%
FBB
1071
Fulton Breakefield Broenniman
Maryland
$544K -$8.94K -30 -2%
CCA
1072
Childress Capital Advisors
Texas
$543K +$63.5K +213 +15%
WA
1073
Wambolt & Associates
Colorado
$543K -$198K -663 -29%
CA
1074
Cullinan Associates
Kentucky
$540K – – –
IAN
1075
Integrated Advisors Network
Texas
$539K +$28.3K +95 +6%
41 42
43
44 45