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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1351
Covenant Partners
Tennessee
$691K – – –
BFM
1352
Boothbay Fund Management
New York
$691K +$477K +862 +162%
LCWP
1353
Legacy Capital Wealth Partners
Arkansas
$689K +$553 +1 +0.1%
KAS
1354
KPP Advisory Services
Kentucky
$688K +$64.7K +117 +9%
SW
1355
Simplicity Wealth
New Jersey
$688K +$400K +724 +109%
AZ
1356
Alpha Zero
Florida
$687K +$85.2K +154 +12%
TFGT
1357
TS Financial Group (TSFG)
Illinois
$683K – – –
HDIM
1358
Hanson & Doremus Investment Management
Vermont
$683K +$520K +940 +214%
TCM
1359
Teza Capital Management
Illinois
$682K -$311K -563 -29%
CCA
1360
Cobblestone Capital Advisors
New York
$681K -$12.2K -22 -2%
PDL
1361
Portfolio Design Labs
California
$680K -$1.47M -2,662 -66%
HA
1362
Harfst & Associates
Wyoming
$672K +$750K +1,356 New
QC
1363
Quent Capital
New York
$671K +$16K +29 +2%
RMC
1364
Resources Management Corp
Connecticut
$669K – – –
FFN
1365
Focus Financial Network
Minnesota
$668K -$78.5K -142 -10%
SP
1366
SWS Partners
Ohio
$666K +$16.6K +30 +2%
EWA
1367
EverSource Wealth Advisors
Alabama
$666K +$74.1K +134 +11%
WLG
1368
Williamson Legacy Group
Indiana
$666K +$83.5K +151 +13%
CT
1369
Chicago Trust
Illinois
$666K -$11.1K -20 -1%
BTWM
1370
Baker Tilly Wealth Management
Wisconsin
$664K +$47K +85 +7%
MSAM
1371
Moloney Securities Asset Management
Missouri
$664K +$741K +1,340 New
MWM
1372
Mindset Wealth Management
Indiana
$662K +$12.2K +22 +2%
FBB
1373
Fulton Breakefield Broenniman
Maryland
$660K -$3.87K -7 -0.5%
KHCM
1374
Kirtland Hills Capital Management
Ohio
$659K +$133K +240 +21%
UWPG
1375
Ullmann Wealth Partners Group
Florida
$657K -$2.21K -4 -0.3%
53 54
55
56 57