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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
1051
Trust Point Inc
Wisconsin
$1.03M +$199K +427 +26%
MMM
1052
Mendel Money Management
Illinois
$1.03M +$36.3K +78 +4%
MIM
1053
Moseley Investment Management
Florida
$1.03M -$26.1K -56 -3%
LFA
1054
Legacy Financial Advisors
Kentucky
$1.03M +$52.1K +112 +6%
AFG
1055
Allegheny Financial Group
Pennsylvania
$1.03M – – –
FFS
1056
Founders Financial Securities
Maryland
$1.02M -$26.1K -56 -3%
LG
1057
LaFleur & Godfrey
Michigan
$1.02M -$10.2K -22 -1%
MC
1058
Martin Currie
United Kingdom
$1.02M +$7.45K +16 +0.8%
CAG
1059
Csenge Advisory Group
Florida
$1.02M +$413K +887 +73%
DIA
1060
Dana Investment Advisors
Wisconsin
$1.02M +$77.7K +167 +9%
PIA
1061
Perennial Investment Advisors
California
$1.02M +$48.9K +105 +5%
AA
1062
Ancora Advisors
Ohio
$1.01M -$38.2K -82 -4%
CIM
1063
Chapman Investment Management
California
$1.01M – – –
CF
1064
Centaurus Financial
California
$1.01M -$291K -624 -23%
JWM
1065
JGP Wealth Management
Oregon
$1.01M +$39.1K +84 +4%
CT
1066
Caldwell Trust
Florida
$1.01M +$42.4K +91 +5%
BFP
1067
Beacon Financial Planning
Massachusetts
$1M – – –
BWP
1068
Balboa Wealth Partners
Arizona
$1,000K -$1.02M -2,187 -52%
ZF
1069
Zega Financial
Florida
$992K -$76.4K -164 -8%
VEA
1070
Virtus ETF Advisers
New York
$985K -$115K -247 -11%
FIM
1071
Freedom Investment Management
Connecticut
$985K – – –
CCAM
1072
Codex Capital Asset Management
Texas
$983K – – –
NI
1073
NCP Inc
California
$983K – – –
PIMJS
1074
PKO Investment Management Joint-Stock
Poland
$983K – – –
MG
1075
Mather Group
Illinois
$979K -$176K -378 -16%
41 42
43
44 45