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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1301
Clear Creek Financial Management
Washington
$779K -$5.53K -10 -0.6%
PWM
1302
Prosperity Wealth Management
California
$775K -$69.1K -125 -7%
MWM
1303
Modera Wealth Management
New Jersey
$770K +$25.4K +46 +3%
RCA
1304
Resonant Capital Advisors
Wisconsin
$770K +$12.2K +22 +1%
CCA
1305
Childress Capital Advisors
Texas
$769K -$20.5K -37 -2%
FHC
1306
First Heartland Consultants
Missouri
$768K -$99K -179 -10%
LA
1307
LVW Advisors
New York
$767K +$55.9K +101 +7%
EI
1308
Ellevest Inc
New York
$767K -$365K -660 -30%
PNC
1309
Park National Corp
Ohio
$766K +$9.4K +17 +1%
MMG
1310
Monetary Management Group
Missouri
$765K – – –
FM
1311
Foster & Motley
Ohio
$763K -$448K -810 -34%
AGA
1312
Accuvest Global Advisors
Utah
$763K +$852K +1,540 New
LFM
1313
LGT Fund Management
Liechtenstein
$763K +$171K +310 +25%
LAM
1314
L2 Asset Management
Massachusetts
$757K +$84.6K +153 +11%
MSFS
1315
Main Street Financial Solutions
Pennsylvania
$754K -$711K -1,286 -46%
HI
1316
Harbour Investments
Wisconsin
$754K -$12.2K -22 -1%
CA
1317
Cambridge Advisors
Nebraska
$752K – – –
KCM
1318
KRS Capital Management
Michigan
$752K +$101K +183 +14%
AO
1319
Advisor OS
Illinois
$750K +$50.9K +92 +6%
PWA
1320
Prairie Wealth Advisors
Nebraska
$746K +$1.11K +2 +0.1%
WB
1321
WesBanco Bank
West Virginia
$745K +$160K +289 +24%
WA
1322
WBH Advisory
Maryland
$743K -$553 -1 -0.1%
RA
1323
Rational Advisors
New York
$743K +$830K +1,500 New
NIA
1324
NIA Impact Advisors
California
$742K -$148K -267 -15%
JWCA
1325
J.W. Coons Advisors
Ohio
$741K +$11.1K +20 +1%
51 52
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