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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MASUI
1201
MIRAE ASSET SECURITIES (USA) INC.
New York
$942K +$940K +1,804 New
SOS
1202
Silver Oak Securities
Tennessee
$940K +$106K +203 +13%
EFS
1203
Essex Financial Services
Connecticut
$935K -$25.5K -49 -3%
MWM
1204
Moran Wealth Management
Florida
$928K +$15.1K +29 +2%
FMP
1205
Financial Management Professionals
Texas
$924K -$25.5K -49 -3%
PPP
1206
Private Portfolio Partners
New Jersey
$924K +$42.7K +82 +5%
NIA
1207
NIA Impact Advisors
California
$922K – – –
HT
1208
Heritage Trust
Oklahoma
$917K +$915K +1,757 New
MGIA
1209
Moneta Group Investment Advisors
Missouri
$917K +$521 +1 +0.1%
MTIC
1210
Missouri Trust & Investment Company
Missouri
$916K – – –
NG
1211
Norden Group
Utah
$911K +$74K +142 +9%
TNA
1212
True North Advisors
Texas
$910K +$267K +512 +42%
FHC
1213
First Heartland Consultants
Missouri
$903K -$21.4K -41 -2%
EG
1214
Ellerson Group
Maryland
$893K -$31.3K -60 -3%
TA
1215
TFB Advisors
Kansas
$893K -$4.17K -8 -0.5%
MFS
1216
Monetta Financial Services
Illinois
$887K – – –
AWM
1217
Avior Wealth Management
Nebraska
$887K -$35.9K -69 -4%
ATFA
1218
All Terrain Financial Advisors
Minnesota
$887K – – –
DAM
1219
Draper Asset Management
New York
$884K +$39.6K +76 +5%
FEG
1220
Financial Enhancement Group
Indiana
$884K +$853K +1,638 New
PWM
1221
Prosperity Wealth Management
California
$882K +$64.6K +124 +8%
CAM
1222
Creekmur Asset Management
Illinois
$881K -$87K -167 -9%
KA
1223
Kovack Advisors
Florida
$880K +$155K +298 +21%
CCIA
1224
Campbell & Co Investment Adviser
Maryland
$875K +$52.1K +100 +6%
FAIM
1225
Financial Advocates Investment Management
Washington
$870K -$49K -94 -5%
47 48
49
50 51