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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1326
Win Advisors
Florida
$923K +$867K +1,629 New
WB
1327
WesBanco Bank
West Virginia
$920K +$41.5K +78 +5%
NF
1328
Nikulski Financial
Iowa
$919K +$288K +541 +50%
RWPA
1329
Richard W. Paul & Associates
Michigan
$917K +$14.4K +27 +2%
ICP
1330
Interchange Capital Partners
Pennsylvania
$915K +$99.6K +187 +13%
CFG
1331
Cooper Financial Group
California
$914K +$161K +303 +23%
EG
1332
Ellerson Group
Maryland
$912K – – –
FMP
1333
Financial Management Professionals
Texas
$911K -$36.7K -69 -4%
EFS
1334
Essex Financial Services
Connecticut
$907K -$21.8K -41 -2%
TC
1335
TownSquare Capital
Utah
$907K +$108K +202 +14%
SC
1336
Saiph Capital
New Jersey
$905K +$37.3K +70 +5%
IFU
1337
iSAM Funds (UK)
United Kingdom
$902K +$848K +1,592 New
B
1338
Birchbrook
Maine
$901K +$30.3K +57 +4%
PCA
1339
Pallas Capital Advisors
Massachusetts
$896K -$4.79K -9 -0.6%
TPI
1340
Trust Point Inc
Wisconsin
$894K +$38.3K +72 +5%
PNC
1341
Park National Corp
Ohio
$891K -$4.26K -8 -0.5%
MC
1342
Moors & Cabot
Massachusetts
$890K +$19.7K +37 +2%
E
1343
Evansbrook
Illinois
$887K +$834K +1,566 New
FHC
1344
First Heartland Consultants
Missouri
$885K +$4.79K +9 +0.6%
GLAM
1345
Gardner Lewis Asset Management
Pennsylvania
$880K -$105K -197 -11%
CAM
1346
Cozad Asset Management
Illinois
$879K +$31.9K +60 +4%
HWA
1347
HCR Wealth Advisors
California
$878K -$3.73K -7 -0.4%
GIC
1348
Generali Investments CEE
Czech Republic
$877K +$70.3K +132 +9%
UWP
1349
Uniting Wealth Partners
Kansas
$876K +$14.4K +27 +2%
BTWM
1350
Baker Tilly Wealth Management
Wisconsin
$876K +$124K +232 +18%
52 53
54
55 56