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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1426
Tableaux
Massachusetts
$617K +$677K +1,338 New
ICP
1427
Interchange Capital Partners
Pennsylvania
$616K -$178K -352 -22%
MWM
1428
Mindset Wealth Management
Indiana
$615K +$7.59K +15 +1%
CCM
1429
Condor Capital Management
New Jersey
$614K +$6.58K +13 +1%
7WCP
1430
71 West Capital Partners
Massachusetts
$614K +$71.3K +141 +12%
IBOK
1431
Independence Bank of Kentucky
Kentucky
$613K +$24.8K +49 +4%
WA
1432
Winter & Associates
Minnesota
$613K – – –
LIP
1433
Lighthouse Investment Partners
Florida
$613K -$1.06M -2,097 -61%
MMG
1434
Monetary Management Group
Missouri
$609K +$5.06K +10 +0.8%
NG
1435
Navigation Group
California
$607K +$666K +1,317 New
FI
1436
Finivi Inc
Massachusetts
$607K -$4.05K -8 -0.6%
TFM
1437
TFC Financial Management
Massachusetts
$607K – – –
MWM
1438
Modera Wealth Management
New Jersey
$604K -$14.7K -29 -2%
FWI
1439
Facet Wealth Inc
Maryland
$603K +$152K +300 +30%
BBI
1440
Baxter Bros Inc
Connecticut
$595K +$653K +1,290 New
AIM
1441
Acropolis Investment Management
Missouri
$593K +$2.02K +4 +0.3%
NERM
1442
New England Research & Management
Illinois
$590K +$647K +1,279 New
GSIAS
1443
Garden State Investment Advisory Services
New Jersey
$587K -$46.5K -92 -7%
KC
1444
Kepler Cheuvreux
$587K +$644K +1,273 New
WANY
1445
Wealthspire Advisors (New York)
New York
$584K -$850K -1,680 -57%
EFMH
1446
E Fund Management (HK)
Hong Kong
$583K +$58.2K +115 +10%
PCM
1447
Princeton Capital Management
New Jersey
$582K +$289K +572 +83%
CF
1448
Claris Financial
Virginia
$580K -$1.01K -2 -0.2%
APWM
1449
Argonautica Private Wealth Management
Massachusetts
$578K -$15.7K -31 -2%
ACA
1450
Arsenal Capital Advisors
Pennsylvania
$577K -$14.7K -29 -2%
56 57
58
59 60