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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1326
Monetary Management Group
Missouri
$840K – – –
JWCA
1327
J.W. Coons Advisors
Ohio
$838K +$23.5K +45 +3%
PNC
1328
Park National Corp
Ohio
$836K -$4.18K -8 -0.5%
WI
1329
WrapManager Inc
California
$832K +$446K +853 +126%
CA
1330
Cambridge Advisors
Nebraska
$825K – – –
GIC
1331
Generali Investments CEE
Czech Republic
$824K +$359K +687 +83%
RFS
1332
Richardson Financial Services
Massachusetts
$821K +$616K +1,179 +340%
PWA
1333
Prairie Wealth Advisors
Nebraska
$819K – – –
KCM
1334
KRS Capital Management
Michigan
$815K -$9.41K -18 -1%
WA
1335
WBH Advisory
Maryland
$815K – – –
NIA
1336
NIA Impact Advisors
California
$815K – – –
EI
1337
Ellevest Inc
New York
$811K -$28.8K -55 -4%
WWM
1338
Waterway Wealth Management
Texas
$811K +$781K +1,493 New
ACP
1339
Aviance Capital Partners
Florida
$809K +$2.61K +5 +0.3%
CAM
1340
Cozad Asset Management
Illinois
$808K -$52.3K -100 -6%
GFP
1341
Guardian Financial Partners
California
$804K +$4.71K +9 +0.6%
KHCM
1342
Kirtland Hills Capital Management
Ohio
$802K +$57.5K +110 +8%
FFN
1343
Focus Financial Network
Minnesota
$800K +$63.8K +122 +9%
MA
1344
Mutual Advisors
Nebraska
$796K +$45K +86 +6%
B
1345
Birchbrook
Maine
$793K +$730K +1,396 +2,216%
FNBOH
1346
First National Bank of Hutchinson
Kansas
$792K -$12.5K -24 -2%
1IA
1347
1834 Investment Advisors
Wisconsin
$792K -$91.5K -175 -11%
PWP
1348
Private Wealth Partners
California
$791K – – –
FI
1349
Finivi Inc
Massachusetts
$791K +$28.2K +54 +4%
BEC
1350
Blue Edge Capital
Virginia
$791K +$761K +1,455 New
52 53
54
55 56