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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
1401
Clarius Group LLC
Washington
$804K +$532 +1 +0.1%
LTI
1402
Laffer Tengler Investments
Tennessee
$799K +$256K +481 +52%
MWMDPGFG
1403
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$797K +$750K +1,408 New
WIM
1404
Wiregrass Investment Management
Georgia
$797K +$749K +1,407 New
ACP
1405
Aviance Capital Partners
Florida
$797K -$97.4K -183 -12%
PP
1406
Paladin Partners
Wisconsin
$797K +$749K +1,407 New
PWP
1407
Private Wealth Partners
California
$794K -$1.06K -2 -0.1%
MPWT
1408
MassMutual Private Wealth & Trust
Connecticut
$793K +$72.4K +136 +11%
CIM
1409
Cambria Investment Management
California
$792K +$366K +688 +97%
CP
1410
Covenant Partners
Tennessee
$791K – – –
GFP
1411
Gryphon Financial Partners
Ohio
$785K +$44.7K +84 +6%
ASBI
1412
American State Bank (Iowa)
Iowa
$784K +$10.1K +19 +1%
FCM
1413
FirstWave Capital Management
Florida
$783K +$736K +1,382 New
TFGT
1414
TS Financial Group (TSFG)
Illinois
$782K – – –
CPIA
1415
Cornell Pochily Investment Advisors
New York
$781K +$26.6K +50 +4%
APW
1416
Aventura Private Wealth
Florida
$780K +$4.26K +8 +0.6%
AT
1417
American Trust
Kentucky
$779K +$732K +1,375 New
PHWA
1418
Petersen Hastings Wealth Advisors
Washington
$779K +$732K +1,375 New
JAG
1419
Journey Advisory Group
Kentucky
$778K -$334K -627 -31%
GSIAS
1420
Garden State Investment Advisory Services
New Jersey
$773K +$41.5K +78 +6%
AWM
1421
Atticus Wealth Management
Florida
$767K -$59.1K -111 -8%
TWM
1422
Trueblood Wealth Management
Ohio
$767K +$39.9K +75 +6%
WA
1423
Winter & Associates
Minnesota
$767K +$721K +1,354 New
MSFS
1424
Main Street Financial Solutions
Pennsylvania
$766K -$782K -1,468 -52%
RMC
1425
Resources Management Corp
Connecticut
$765K – – –
55 56
57
58 59