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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
1426
Ullmann Wealth Partners Group
Florida
$551K -$14.4K -33 -2%
PHWA
1427
Petersen Hastings Wealth Advisors
Washington
$547K – – –
VPP
1428
Vertex Planning Partners
Illinois
$547K +$264K +605 +79%
LAM
1429
Lewis Asset Management
California
$546K – – –
CCM
1430
Condor Capital Management
New Jersey
$546K +$17.5K +40 +3%
FBFS
1431
First Business Financial Services
Wisconsin
$540K +$7.86K +18 +1%
JCM
1432
Jacobi Capital Management
Pennsylvania
$539K +$342K +783 +137%
KIA
1433
Kraematon Investment Advisors
Massachusetts
$539K -$67.7K -155 -10%
WA
1434
Winter & Associates
Minnesota
$538K – – –
RMC
1435
Resources Management Corp
Connecticut
$537K – – –
PDL
1436
Portfolio Design Labs
California
$535K -$913K -2,089 -61%
SPS
1437
Susquehanna Portfolio Strategies
Pennsylvania
$534K -$40.3M -92,337 -99%
RPC
1438
Rossmore Private Capital
Connecticut
$532K – – –
MWM
1439
Mindset Wealth Management
Indiana
$531K – – –
OA
1440
Operose Advisors
Wisconsin
$528K -$90.9K -208 -14%
BTWM
1441
Baker Tilly Wealth Management
Wisconsin
$528K -$30.1K -69 -5%
NG
1442
Navigation Group
California
$528K +$4.37K +10 +0.8%
AC
1443
Apella Capital
Connecticut
$525K +$150K +343 +39%
TFM
1444
TFC Financial Management
Massachusetts
$525K +$874 +2 +0.2%
SW
1445
Simplicity Wealth
New Jersey
$514K -$59.9K -137 -10%
AIM
1446
Acropolis Investment Management
Missouri
$512K – – –
PTC
1447
Private Trust Company
Ohio
$512K -$32.3K -74 -5%
TW
1448
ticino wealth
California
$512K +$289K +662 +106%
CFG
1449
Cooper Financial Group
California
$511K -$66.8K -153 -11%
GIA
1450
Gladstone Institutional Advisory
Florida
$511K -$292K -669 -34%
56 57
58
59 60