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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NR
1076
Newfound Research
Massachusetts
$35K +$33K +147 New
HIM
1077
Hillsdale Investment Management
Ontario, Canada
$35K +$33.7K +150 New
FGA
1078
Fortis Group Advisors
New Jersey
$34K +$32.3K +144 New
SQA
1079
Simon Quick Advisors
New Jersey
$33K -$3.37K -15 -10%
CDIA
1080
Capital Directions Investment Advisors
Georgia
$33K – – –
BWA
1081
BDO Wealth Advisors
Florida
$33K +$27.6K +123 +683%
AIM
1082
Arcadia Investment Management
Michigan
$32K – – –
MLFP
1083
MPS Loria Financial Planners
Illinois
$32K – – –
SA
1084
SRH Advisors
Kansas
$32K – – –
CFA
1085
Carroll Financial Associates
North Carolina
$30K -$48.5K -216 -63%
CHC
1086
City Holding Co
West Virginia
$30K – – –
FCB
1087
First Command Bank
Texas
$30K – – –
FCFS
1088
First Command Financial Services
Texas
$30K – – –
HI
1089
Hudock Inc
Pennsylvania
$28K – – –
EW
1090
Evoke Wealth
California
$27K – – –
EWA
1091
Evolution Wealth Advisors
Florida
$26K – – –
HI
1092
Human Investing
Oregon
$26K – – –
SIM
1093
Sonora Investment Management
Arizona
$26K +$8.76K +39 +57%
RWM
1094
Raffa Wealth Management
District of Columbia
$25.5K +$3.37K +15 +16%
MAM
1095
Magellan Asset Management
Australia
$24K +$22.9K +102 New
CCM
1096
Cribstone Capital Management
Maine
$23K -$674 -3 -3%
BBHC
1097
Brown Brothers Harriman & Co
New York
$23K – – –
AF
1098
Allworth Financial
California
$21K – – –
BCM
1099
Blume Capital Management
California
$21K – – –
VRM
1100
Vectors Research Management
New York
$21K – – –
42 43
44
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