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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1326
Private Wealth Partners
California
$628K -$25K -52 -4%
FBB
1327
Fulton Breakefield Broenniman
Maryland
$628K +$31.2K +65 +5%
TA
1328
TFB Advisors
Kansas
$627K -$211K -439 -23%
TC
1329
TownSquare Capital
Utah
$626K -$390K -812 -37%
PWA
1330
Prairie Wealth Advisors
Nebraska
$625K -$52.8K -110 -7%
DE
1331
Diversified Enterprises
Delaware
$625K -$10.6K -22 -2%
CP
1332
Covenant Partners
Tennessee
$624K – – –
KIA
1333
Kraematon Investment Advisors
Massachusetts
$622K +$275K +574 +70%
OTL
1334
Oak Thistle LLC
New York
$619K +$664K +1,384 New
TFGT
1335
TS Financial Group (TSFG)
Illinois
$617K – – –
MCM
1336
Manchester Capital Management
Vermont
$617K -$237K -493 -26%
APW
1337
Aventura Private Wealth
Florida
$613K -$101K -211 -13%
MWM
1338
Mindset Wealth Management
Indiana
$613K +$7.68K +16 +1%
LSA
1339
Lansing Street Advisors
Pennsylvania
$612K +$22.6K +47 +4%
ASBI
1340
American State Bank (Iowa)
Iowa
$611K +$22.6K +47 +4%
PFG
1341
Prosperity Financial Group
California
$609K +$56.1K +117 +9%
VCM
1342
Versant Capital Management
Arizona
$605K +$189K +393 +41%
RMC
1343
Resources Management Corp
Connecticut
$604K -$9.6K -20 -1%
UWPG
1344
Ullmann Wealth Partners Group
Florida
$602K -$12K -25 -2%
CCM
1345
Cinctive Capital Management
New York
$602K -$8.17M -17,028 -93%
MMG
1346
Monetary Management Group
Missouri
$602K -$96K -200 -13%
OAM
1347
Occidental Asset Management
California
$599K +$51.3K +107 +9%
CPIA
1348
Cornell Pochily Investment Advisors
New York
$594K – – –
WFI
1349
West Family Investments
California
$591K +$12K +25 +2%
CCM
1350
Condor Capital Management
New Jersey
$591K +$634K +1,321 New
52 53
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55 56