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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
1301
Resources Management Corp
Connecticut
$705K – – –
EA
1302
Everpar Advisors
Oklahoma
$705K -$20.8K -40 -3%
ADIM
1303
Alpha DNA Investment Management
Maryland
$704K -$59.4K -114 -8%
FA
1304
Fedenia Advisers
Wisconsin
$703K +$702K +1,347 New
MFS
1305
Miller Financial Services
Michigan
$700K +$699K +1,342 New
FBB
1306
Fulton Breakefield Broenniman
Maryland
$699K -$12K -23 -2%
KCM
1307
KRS Capital Management
Michigan
$697K +$7.81K +15 +1%
FTUS
1308
Flow Traders U.S.
New York
$695K +$694K +1,332 New
LI
1309
LRI Investments
Florida
$694K -$25.5K -49 -4%
UWPG
1310
Ullmann Wealth Partners Group
Florida
$694K +$521 +1 +0.1%
QC
1311
Quent Capital
New York
$692K +$3.65K +7 +0.5%
TFM
1312
TFC Financial Management
Massachusetts
$687K – – –
MWM
1313
Mindset Wealth Management
Indiana
$686K – – –
SP
1314
SWS Partners
Ohio
$686K -$482K -926 -41%
FI
1315
Finivi Inc
Massachusetts
$684K +$383K +735 +128%
B
1316
Bailard
California
$682K -$521 -1 -0.1%
ILI
1317
Invesco LLC (Illinois)
Illinois
$681K +$1.56K +3 +0.2%
MSS
1318
Mitchell Sinkler & Starr
Pennsylvania
$679K +$46.9K +90 +7%
PA
1319
PharVision Advisers
Florida
$676K +$675K +1,296 New
WH
1320
Wallace Hart
Kentucky
$674K -$700K -1,344 -51%
PCS
1321
Personal CFO Solutions
New Jersey
$672K +$7.81K +15 +1%
DWM
1322
Drive Wealth Management
Utah
$671K +$19.3K +37 +3%
TSWM
1323
Tyler-Stone Wealth Management
Ohio
$670K – – –
ASBI
1324
American State Bank (Iowa)
Iowa
$665K +$3.13K +6 +0.5%
KAS
1325
KPP Advisory Services
Kentucky
$664K +$33.3K +64 +5%
51 52
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