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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1051
Monetary Management Group
Missouri
$756K -$7.56K -20 -1%
PPC
1052
Park Place Capital
Alabama
$753K -$30.6K -81 -4%
LFA
1053
Legacy Financial Advisors
Kentucky
$748K +$38.2K +101 +6%
JWM
1054
JGP Wealth Management
Oregon
$745K +$705K +1,866 New
CI
1055
CX Institutional
Indiana
$742K -$12.1K -32 -2%
PIA
1056
Perennial Investment Advisors
California
$737K -$20.4K -54 -3%
VFA
1057
Voya Financial Advisors
Connecticut
$734K -$80.1K -212 -10%
ZF
1058
Zega Financial
Florida
$733K -$66.1K -175 -9%
VCM
1059
Virtue Capital Management
Tennessee
$733K +$19.3K +51 +3%
DIA
1060
Dana Investment Advisors
Wisconsin
$724K -$43.1K -114 -6%
FFA
1061
Farther Finance Advisors
California
$723K +$205K +542 +42%
CT
1062
Caldwell Trust
Florida
$722K +$31.7K +84 +5%
TPI
1063
Trust Point Inc
Wisconsin
$722K +$166K +438 +32%
JGGDR
1064
JGP Global Gestao de Recursos
Brazil
$712K -$136K -361 -17%
APP
1065
Avantax Planning Partners
Iowa
$710K +$110K +292 +20%
PP
1066
Patron Partners
Texas
$709K +$25.3K +67 +4%
WC
1067
Waterloo Capital
Texas
$708K +$97.9K +259 +17%
EG
1068
Ellerson Group
Maryland
$706K – – –
NIA
1069
NIA Impact Advisors
California
$706K +$669K +1,770 New
LAM
1070
Lewis Asset Management
California
$704K +$3.02K +8 +0.5%
GCC
1071
Guardian Capital (Canada)
Ontario, Canada
$702K +$665K +1,759 New
MTIC
1072
Missouri Trust & Investment Company
Missouri
$700K – – –
RCAG
1073
Rehmann Capital Advisory Group
Michigan
$700K +$27.6K +73 +4%
PNC
1074
Park National Corp
Ohio
$698K – – –
FHC
1075
First Heartland Consultants
Missouri
$697K -$9.07K -24 -1%
41 42
43
44 45