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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
1401
1834 Investment Advisors
Wisconsin
$579K – – –
WPC
1402
Waters Parkerson & Co
Louisiana
$578K +$2.18K +5 +0.3%
HIIFS
1403
Harel Insurance Investments & Financial Services
Israel
$577K – – –
FM
1404
Foster & Motley
Ohio
$576K – – –
DE
1405
Defiance ETFs
New York
$575K +$115K +263 +23%
RIL
1406
Rothschild Investment LLC
Illinois
$574K +$339K +776 +116%
TSW
1407
Three Seasons Wealth
Utah
$573K -$70.8K -162 -10%
MSS
1408
Mitchell Sinkler & Starr
Pennsylvania
$573K -$39.3K -90 -6%
DWM
1409
DecisionMap Wealth Management
Virginia
$569K +$625K +1,431 New
TCWM
1410
Total Clarity Wealth Management
Illinois
$568K +$138K +315 +28%
PP
1411
Paladin Partners
Wisconsin
$566K – – –
AA
1412
Alta Advisers
United Kingdom
$565K – – –
SL
1413
Sentinus LLC
Illinois
$564K +$152K +348 +32%
TFGT
1414
TS Financial Group (TSFG)
Illinois
$564K +$16.2K +37 +3%
CG
1415
Clarus Group
Texas
$564K +$219K +502 +55%
AWM
1416
Ameliora Wealth Management
Switzerland
$562K +$170K +388 +38%
GSIAS
1417
Garden State Investment Advisory Services
New Jersey
$560K +$59K +135 +11%
BNA
1418
BankChampaign National Association
Illinois
$555K -$251K -574 -29%
CIC
1419
Carnegie Investment Counsel
Ohio
$554K -$812K -1,859 -57%
WC
1420
Wexford Capital
Florida
$554K +$609K +1,393 New
ACP
1421
Aviance Capital Partners
Florida
$554K -$6.55K -15 -1%
CIC
1422
Chilton Investment Company
Connecticut
$553K -$74.3K -170 -11%
GRR
1423
Golden Reserve Retirement
Ohio
$553K +$401K +917 +193%
IBOK
1424
Independence Bank of Kentucky
Kentucky
$552K +$24.9K +57 +4%
IP
1425
Investment Partners
Ohio
$551K +$88.7K +203 +17%
55 56
57
58 59