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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
1426
Garden State Investment Advisory Services
New Jersey
$560K +$59K +135 +11%
BNA
1427
BankChampaign National Association
Illinois
$555K -$251K -574 -29%
CIC
1428
Carnegie Investment Counsel
Ohio
$554K -$812K -1,859 -57%
WC
1429
Wexford Capital
Florida
$554K +$609K +1,393 New
ACP
1430
Aviance Capital Partners
Florida
$554K -$6.55K -15 -1%
CIC
1431
Chilton Investment Company
Connecticut
$553K -$74.3K -170 -11%
GRR
1432
Golden Reserve Retirement
Ohio
$553K +$401K +917 +193%
IBOK
1433
Independence Bank of Kentucky
Kentucky
$552K +$24.9K +57 +4%
IP
1434
Investment Partners
Ohio
$551K +$88.7K +203 +17%
UWPG
1435
Ullmann Wealth Partners Group
Florida
$551K -$14.4K -33 -2%
PHWA
1436
Petersen Hastings Wealth Advisors
Washington
$547K – – –
VPP
1437
Vertex Planning Partners
Illinois
$547K +$264K +605 +79%
LAM
1438
Lewis Asset Management
California
$546K – – –
CCM
1439
Condor Capital Management
New Jersey
$546K +$17.5K +40 +3%
FBFS
1440
First Business Financial Services
Wisconsin
$540K +$7.86K +18 +1%
JCM
1441
Jacobi Capital Management
Pennsylvania
$539K +$342K +783 +137%
KIA
1442
Kraematon Investment Advisors
Massachusetts
$539K -$67.7K -155 -10%
WA
1443
Winter & Associates
Minnesota
$538K – – –
RMC
1444
Resources Management Corp
Connecticut
$537K – – –
PDL
1445
Portfolio Design Labs
California
$535K -$913K -2,089 -61%
SPS
1446
Susquehanna Portfolio Strategies
Pennsylvania
$534K -$40.3M -92,337 -99%
RPC
1447
Rossmore Private Capital
Connecticut
$532K – – –
MWM
1448
Mindset Wealth Management
Indiana
$531K – – –
OA
1449
Operose Advisors
Wisconsin
$528K -$90.9K -208 -14%
BTWM
1450
Baker Tilly Wealth Management
Wisconsin
$528K -$30.1K -69 -5%
56 57
58
59 60